401(k) · DOL Form 5500 · 2022

University Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
67th
Percentile by assets National rank
$109,144
Avg per participant Below avg balance/head
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Official DOL plan name: University Credit Union 401(k) Plan and Trust · Sponsored by University Credit Union · California · Finance & Insurance

$11M in assets, 104 participants

University Credit Union's University Credit Union 401(k) Plan and Trust reported $11M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,722 in Finance & Insurance (9,261 peers)

Coverage in California

University Credit Union 401(k) Plan and Trust covers 104 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $11M.

#4,722
in Finance & Insurance (9,261 peers)
-2.4%
assets change YoY

The plan reported a net loss of $988K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

University Credit Union 401(k) Plan and Trust's outsized position by total assets

University Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$11,350,987 Top 33% higher than 67% 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

University Credit Union 401(k) 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. University Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (104 participants).

DOL schedule card

Filing strip 951715669 · University Credit Union PY 2022 · 401(k)

University Credit Union 401(k) Plan and Trust · $11M · 104 · 67th

  • PHOTO $11M
  • IND 104
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Rmc Research Corporation Retirement Plan
  • PCT ind #4722

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 California →

University Credit Union 401(k) Plan and Trust in the asset neighbourhood

University Credit Union 401(k) Plan and TrustUniversity Credit Union 401(…$11MRmc Research Corporation Retirement PlanRmc Research Corporation Ret…$11MHamilton Dental Associates, P.a. 401(k) Profit Sharing PlanHamilton Dental Associates, …$11MAlcom Printing Group, Inc. 401(k) PlanAlcom Printing Group, Inc. 4…$11MYes& Companies Employee Savings PlanYes& Companies Employee Savi…$11M
End-of-year total assets ($M) among University Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$988K
Employer EIN951715669
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Credit Union)

Sponsor-wide plan assets over time

All University Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.13612551930506% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.3M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 104 $11M
2023 1 122 $14M
2024 1 141 $16M

Nearby 401(k) Plans in California

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

University Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants University Credit Union 401(k) Plan and Trust, Total assets ($B): 0.011350987 · Participants: 104University Credit Union 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
University Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare University Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

University Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Rmc Research Corporation Retirement Plan in NH ($11M); by covered participants it is Able Communications Inc. 401(k) Plan in TX (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 University Credit Union 401(k) Plan and Trust assets move in 2022? ▼
University Credit Union 401(k) Plan and Trust edged down modestly - down 2.4% during 2022, from $12M to $11M. Reported net income was -$988K.
How have University Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Credit Union's sponsor-wide assets grew 43.1%, from $11M to $16M.
Which 401(k) plans are similar in size to University Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Rmc Research Corporation Retirement Plan in NH ($11M, 65 participants).
Which 401(k) plans cover a similar participant headcount to University Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Able Communications Inc. 401(k) Plan in TX (104 participants, $2M 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 951715669.

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.