401(k) · DOL Form 5500 · 2022

University Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
749
Participants Near avg headcount
92nd
Percentile by assets National rank
$118,271
Avg per participant Near avg balance/head
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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.

  • #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.

#8,088
in Finance & Insurance (9,261 peers)
-18.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

University Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$88,585,240 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

University Federal Credit Union 401(k) Profit Sharing 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. University Federal Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (749 participants).

EBSA filing schedule strip

Filing strip 741160132 · University Federal Credit Union PY 2022 · 401(k)

University Federal Credit Union 401(k) Profit Sharing Plan · $89M · 749 · 92nd

  • SCH $89M
  • SCH 749
  • SCH 92nd
  • SCH 401(k)
  • SCH near 401(k) Plan for Salaried Employees of Stater Bros.
  • SCH ind #8088

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 Texas →

University Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

401(k) Plan for Salaried Employees of Stater Bros.401(k) Plan for Salaried Emp…$89MUniversity Federal Credit Union 401(k) Profit Sharing PlanUniversity Federal Credit Un…$89MLeon Management International, LLC 401(k) PlanLeon Management Internationa…$89MPhysicians East PA Profit Sharing Plan & TrustPhysicians East PA Profit Sh…$89MSevenson Environmental Services, Inc. 401(k) Profit Sharing PlanSevenson Environmental Servi…$89M
End-of-year total assets ($M) among University Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$89M
Net Income-$20M
Employer EIN741160132
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Federal Credit Union)

Sponsor-wide plan assets over time

All University Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$127M 42.95631416701022% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.6M $127M ▲ +43.0%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants University Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.08858524 · Participants: 749University Federal Credit Union 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
University Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare University Federal Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is 401(k) Plan for Salaried Employees of Stater Bros. in CA ($89M); by covered participants it is Cda Dba Maxsent 401(k) Plan in MD (749 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (749 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 Federal Credit Union 401(k) Profit Sharing Plan assets move in 2022? ▼
University Federal Credit Union 401(k) Profit Sharing Plan declined sharply - down 18.3% during 2022, from $108M to $89M. Reported net income was -$20M.
How have University Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Federal Credit Union's sponsor-wide assets grew 43.0%, from $89M to $127M.
Where does University Federal Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
University Federal Credit Union 401(k) Profit Sharing Plan 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 University Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Plan for Salaried Employees of Stater Bros. in CA ($89M, 864 participants).
Which 401(k) plans cover a similar participant headcount to University Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cda Dba Maxsent 401(k) Plan in MD (749 participants, $5M 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 741160132.

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.