401(k) · DOL Form 5500 · 2022

University of Wisconsin Credit Union 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
813
Participants Near avg headcount
92nd
Percentile by assets National rank
$115,418
Avg per participant Below avg balance/head
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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.

  • #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.

#8,136
in Finance & Insurance (9,261 peers)
-8.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Univ of Wi Cu Retirement Savings Plan and Trust's outsized position 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 $2,050,000,000 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

Univ of Wi Cu Retirement Savings Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Univ of Wi Cu Retirement Savings Plan and Trust sits mid-pack in the medium band (813 participants).

DOL schedule card

Filing strip 390671465 · University of Wisconsin Credit Union PY 2022 · 401(k)

Univ of Wi Cu Retirement Savings Plan and Trust · $94M · 813 · 92nd

  • NET $94M
  • BOOK 813
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries
  • EBSA ind #8136

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Wisconsin →

Univ of Wi Cu Retirement Savings Plan and Trust in the asset neighbourhood

Arrowstreet Capital L.P. 401(k) PlanArrowstreet Capital L.P. 401…$94MBarry Callebaut U.S.a. 401(k) Retirement PlanBarry Callebaut U.S.a. 401(k…$94MUniv of Wi Cu Retirement Savings Plan and TrustUniv of Wi Cu Retirement Sav…$94M401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries401(k) Plan for Employees of…$94MJ. D. Eckman, Inc. 401(k) Savings PlanJ. D. Eckman, Inc. 401(k) Sa…$94M
End-of-year total assets ($M) among Univ of Wi Cu Retirement Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All University of Wisconsin Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$144M 53.67299554753089% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $93.8M $144M ▲ +53.7%
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 ($B) Participants Univ of Wi Cu Retirement Savings Plan and Trust, Total assets ($B): 0.093835126 · Participants: 813Univ of Wi Cu Retirement Savings Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
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 and Trust side-by-side with 3 peers →

Univ of Wi Cu Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA ($94M); by covered participants it is Granges Americas Inc. Savings Plan in TN (813 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (813 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Univ of Wi Cu Retirement Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Granges Americas Inc. Savings Plan in TN (813 participants, $74M in assets).

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.