401(k) · DOL Form 5500 · 2022

Universal 1 Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
57
Participants Small participant base
62nd
Percentile by assets National rank
$148,762
Avg per participant Above avg balance/head
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Official DOL plan name: Universal 1 Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Universal 1 Credit Union, Inc. · Ohio · Finance & Insurance

$8M in assets, 57 participants

Universal 1 Credit Union, Inc.'s Universal 1 Credit Union, Inc. 401(k) Plan and Trust reported $8M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,162 in Finance & Insurance (9,261 peers)

Universal 1 Credit Union, Inc. multi-year trail

Universal 1 Credit Union, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Universal 1 Credit Union, Inc. 401(k) Plan and Trust at $8M / 57 participants.

#4,162
in Finance & Insurance (9,261 peers)
-12.6%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Universal 1 Credit Union, Inc. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Universal 1 Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$8,479,453 Top 38% higher than 62% 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

Universal 1 Credit Union, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal 1 Credit Union, Inc. 401(k) Plan and Trust is a small filing (57 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 310387145 · Universal 1 Credit Union, Inc. PY 2022 · 401(k)

Universal 1 Credit Union, Inc. 401(k) Plan and Trust · $8M · 57 · 62nd

  • SCH $8M
  • SCH 57
  • SCH 62nd
  • SCH 401(k)
  • SCH near Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan
  • SCH ind #4162

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 Ohio →

Universal 1 Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood

Universal 1 Credit Union, Inc. 401(k) Plan and TrustUniversal 1 Credit Union, In…$8MBeecher, Field, Walker, Morris, Hoffman & Johnson 401(k) PlanBeecher, Field, Walker, Morr…$8MMcchrystal Group LLC 401(k) Profit Sharing Plan & TrustMcchrystal Group LLC 401(k) …$8MTacori Enterprises Profit Sharing PlanTacori Enterprises Profit Sh…$8MDavid Allen Company, Inc. 401(k) Profit Sharing PlanDavid Allen Company, Inc. 40…$8M
End-of-year total assets ($M) among Universal 1 Credit Union, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Universal 1 Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Universal 1 Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.84476097691679% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.48M $9.65M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 57 $8M
2023 1 61 $8M
2024 1 55 $10M

Universal 1 Credit Union, Inc. filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN310387145
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Universal 1 Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Universal 1 Credit Union, Inc. 401(k) Plan and Trust, Total assets ($B): 0.008479453 · Participants: 57Universal 1 Credit Union, Inc. 401(k) Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Universal 1 Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Universal 1 Credit Union, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Universal 1 Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan in IA ($8M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Universal 1 Credit Union, Inc. 401(k) Plan and Trust assets move in 2022? ▼
Universal 1 Credit Union, Inc. 401(k) Plan and Trust pulled back noticeably - down 12.6% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Universal 1 Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal 1 Credit Union, Inc.'s sponsor-wide assets grew 13.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Universal 1 Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beecher, Field, Walker, Morris, Hoffman & Johnson 401(k) Plan in IA ($8M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Universal 1 Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants, $12M 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 310387145.

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.