Ubs Ag 401(k) match, vesting and fees
What Ubs Ag's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alight Solutions LLC | Schedule C ↗ |
| Independent auditor | Ernst & Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 105 defined-contribution plans in finance and insurance with 10,000 to 49,999 participants.
| Ubs Ag: employer contribution per participant | $6,545 | |
| Peer median | $3,632 |
| Ubs Ag: average balance | $306,391 | |
| Peer median | $158,114 |
| Ubs Ag: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.05% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.9B at the end of plan year 2021 to $10.2B at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 34,848 | $10.2B | $218M | $6,545 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 32,111 | $9B | $209M | $6,597 | 0.08% | Not published | Form 5500 ↗ |
| 2022 | 32,429 | $7.4B | $200M | $6,294 | 0.11% | Not published | Form 5500 ↗ |
| 2021 | 31,270 | $8.9B | $196M | $6,372 | 0.13% | Not published | Form 5500 ↗ |
Other Ubs Ag plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
UBS Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Aon Consulting, Inc. | Schedule C ↗ |
| Independent auditor | Ernst and Young LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Ubs Ag match 401(k) contributions?
The match terms for the UBS 401(k) Plan Trust have not been published from its filing yet. The plan year 2024 filing reports $218M in employer contributions, about $6,545 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Ubs Ag 401(k) match vested?
The vesting schedule for the UBS 401(k) Plan Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Ubs Ag 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Alight Solutions LLC. The plan administrator is UBS Ag.
I left Ubs Ag. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (UBS Ag, (201) 352-3000) or the recordkeeper, Alight Solutions LLC. The Ubs Ag old 401(k) page lists the contacts from every plan filing. Find an old Ubs Ag 401(k)
Data from the public Form 5500 annual reports Ubs Ag filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Ubs Ag. Not financial advice. Report a correction · Methodology