401(k) · DOL Form 5500 · 2022
University Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $89M
- Total assets
- 749
- Participants
- 92nd
- Percentile by assets
- $118,271
- Avg per participant
Official DOL plan name: University Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by University Federal Credit Union · Texas · Finance & Insurance
$89M in assets, 749 participants
University Federal Credit Union's University Federal Credit Union 401(k) Profit Sharing Plan reported $89M in total assets and 749 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)
- #8,088 in Finance & Insurance (9,261 peers)
Where University Federal Credit Union 401(k) Profit Sharing Plan sits by assets
University Federal Credit Union 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $89M for 749 participants (~$118,271/participant), down 18.3% in 2022.
- $89M
- total plan assets (2022 EOY)
- 749
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $118,271
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University Federal Credit Union 401(k) Profit Sharing Plan vs the 2022 asset distribution
By assets, University Federal Credit Union 401(k) Profit Sharing Plan 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) | $108M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | -$20M |
| Employer EIN | 741160132 |
| Plan Effective Date | 1972-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 749 | $89M |
| 2023 | 1 | 807 | $109M |
| 2024 | 1 | 793 | $127M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
University Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to University Federal Credit Union 401(k) Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did University Federal Credit Union 401(k) Profit Sharing Plan assets move in 2022? ▼
How have University Federal Credit Union plan assets changed over time? ▼
Where does University Federal Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
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Ways to act on University Federal Credit Union 401(k) Profit Sharing Plan's numbers.
- By total assets, University Federal Credit Union 401(k) Profit Sharing Plan 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 Texas. Compare plans
- University Federal Credit Union's sponsor-wide assets have grown 43.0% since 2022 across 3 plan years on file. More Finance & Insurance plans