401(k) · DOL Form 5500 · 2022

University of Wisconsin Credit Union 401(k) Plan

Data updated 2026-08-11

$94M
Total assets
813
Participants
92nd
Percentile by assets
$115,418
Avg per participant
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Official DOL plan name: Univ of Wi Cu Retirement Savings Plan and Trust · Sponsored by University of Wisconsin Credit Union · Wisconsin · Finance & Insurance

$94M in assets, 813 participants

University of Wisconsin Credit Union's Univ of Wi Cu Retirement Savings Plan and Trust reported $94M in total assets and 813 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,136 in Finance & Insurance (9,261 peers)

Where Univ of Wi Cu Retirement Savings Plan and Trust sits by assets

Univ of Wi Cu Retirement Savings Plan and Trust sits in the top 10% of all filed plans by assets, $94M for 813 participants (~$115,418/participant), down 8.2% in 2022.

$94M
total plan assets (2022 EOY)
813
covered participants
92nd
percentile by assets (of 139,126 plans)
$115,418
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Univ of Wi Cu Retirement Savings Plan and Trust sits by total assets

Univ of Wi Cu Retirement Savings Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$93,835,126 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
Wisconsin
Industry
Finance & Insurance

Univ of Wi Cu Retirement Savings Plan and Trust vs the 2022 asset distribution

By assets, Univ of Wi Cu Retirement Savings Plan and Trust outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$94M
Net Income-$8M
Employer EIN390671465
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Wisconsin Credit Union)

$80M$100M$120M$140M$160M 202220232024 $93.8M $144M ▲ +53.7%
Total plan assets by year, all University of Wisconsin Credit Union plans on file
Year Plans Participants Total Assets
2022 1 813 $94M
2023 1 854 $118M
2024 1 908 $144M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Univ of Wi Cu Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Univ of Wi Cu Retire…, Total assets ($B): 0.093835126 · Participants: 813Univ of Wi Cu Retire…Johnson Controls Ret…, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation …Nm Employee Savings …, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings …
Univ of Wi Cu Retirement Savings Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Univ of Wi Cu Retirement Savings Plan an… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Univ of Wi Cu Retirement Savings Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Univ of Wi Cu Retirement Savings Plan and Trust assets move in 2022? ▼
Univ of Wi Cu Retirement Savings Plan and Trust pulled back noticeably - down 8.2% during 2022, from $102M to $94M. Reported net income was -$8M.
How have University of Wisconsin Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Wisconsin Credit Union's sponsor-wide assets grew 53.7%, from $94M to $144M.
Where does Univ of Wi Cu Retirement Savings Plan and Trust rank by assets among Form 5500 filers? ▼
Univ of Wi Cu Retirement Savings Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Univ of Wi Cu Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA ($94M, 228 participants).

Next read for Univ of Wi Cu Retirement Savings Plan an…

Scale reading

Ways to act on Univ of Wi Cu Retirement Savings Plan and Trust's numbers.

  • By total assets, Univ of Wi Cu Retirement Savings Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • University of Wisconsin Credit Union's sponsor-wide assets have grown 53.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390671465.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.