401(k) · DOL Form 5500 · 2022

Unitus Community Credit Union 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
274
Participants Below avg headcount
85th
Percentile by assets National rank
$131,864
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unitus Community Credit Union 401(k) Plan · Sponsored by Unitus Community Credit Union · Oregon · Finance & Insurance

$36M in assets, 274 participants

Unitus Community Credit Union's Unitus Community Credit Union 401(k) Plan reported $36M in total assets and 274 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,014 in Finance & Insurance (9,261 peers)

Where Unitus Community Credit Union 401(k) Plan sits by assets

Unitus Community Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 274 participants (~$131,864/participant), down 12.2% in 2022.

#7,014
in Finance & Insurance (9,261 peers)
-12.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unitus Community Credit Union 401(k) Plan's outsized position by total assets

Unitus Community Credit Union 401(k) Plan vs every filed plan by assets

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

$36,130,776 Top 15% higher than 85% 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

Unitus Community Credit Union 401(k) Plan 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. Unitus Community Credit Union 401(k) Plan sits mid-pack in the medium band (274 participants).

Plan-year Form 5500 strip

Filing strip 930243503 · Unitus Community Credit Union PY 2022 · 401(k)

Unitus Community Credit Union 401(k) Plan · $36M · 274 · 85th

  • 5500 $36M
  • 5500 274
  • 5500 85th
  • 5500 401(k)
  • 5500 near Sps New England, Inc. Profit Sharing/Retirement Plan
  • 5500 ind #7014

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 Oregon →

Unitus Community Credit Union 401(k) Plan in the asset neighbourhood

Kind, Inc. Retirement Savings PlanKind, Inc. Retirement Saving…$36MUnitus Community Credit Union 401(k) PlanUnitus Community Credit Unio…$36MSps New England, Inc. Profit Sharing/Retirement PlanSps New England, Inc. Profit…$36MRockefeller Philanthropy Advisors 401(k) PlanRockefeller Philanthropy Adv…$36MIcr, LLC 401(k) Plan$36M
End-of-year total assets ($M) among Unitus Community Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$5M
Employer EIN930243503
Plan Effective Date2004-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unitus Community Credit Union)

Sponsor-wide plan assets over time

All Unitus Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 45.66722840384054% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.1M $52.6M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 274 $36M
2023 1 316 $46M
2024 1 311 $53M

Nearby 401(k) Plans in Oregon

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

Unitus Community Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Unitus Community Credit Union 401(k) Plan, Total assets ($B): 0.036130776 · Participants: 274Unitus Community Credit Union 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Unitus Community Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Unitus Community Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Sps New England, Inc. Profit Sharing/Retirement Plan in MA ($36M); by covered participants it is Second Samuel Transport Inc 401(k) Plan in MI (274 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Unitus Community Credit Union 401(k) Plan assets move in 2022? ▼
Unitus Community Credit Union 401(k) Plan pulled back noticeably - down 12.2% during 2022, from $41M to $36M. Reported net income was -$5M.
How have Unitus Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unitus Community Credit Union's sponsor-wide assets grew 45.7%, from $36M to $53M.
Where does Unitus Community Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Unitus Community Credit Union 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Unitus Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sps New England, Inc. Profit Sharing/Retirement Plan in MA ($36M, 326 participants).
Which 401(k) plans cover a similar participant headcount to Unitus Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Second Samuel Transport Inc 401(k) Plan in MI (274 participants, N/A 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 930243503.

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.