401(k) · DOL Form 5500 · 2022

Utilities Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
93
Participants Small participant base
74th
Percentile by assets National rank
$176,811
Avg per participant Above avg balance/head
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Official DOL plan name: Utilities Employees Credit Union 401(k) Plan · Sponsored by Utilities Employees Credit Union · Pennsylvania · Finance & Insurance

$16M in assets, 93 participants

Utilities Employees Credit Union's Utilities Employees Credit Union 401(k) Plan reported $16M in total assets and 93 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,522 in Finance & Insurance (9,261 peers)

Utilities Employees Credit Union multi-year trail

Utilities Employees Credit Union's plans moved +41.3% in assets from 2022 to 2024; this filing shows Utilities Employees Credit Union 401(k) Plan at $16M / 93 participants.

#5,522
in Finance & Insurance (9,261 peers)
-13.7%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Utilities Employees Credit Union 401(k) Plan's outsized position by total assets

Utilities Employees Credit Union 401(k) Plan vs every filed plan by assets

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

$16,443,436 Top 26% higher than 74% 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

Utilities Employees Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utilities Employees Credit Union 401(k) Plan is a small filing (93 participants) on this national headcount ladder.

DOL schedule card

Filing strip 231278971 · Utilities Employees Credit Union PY 2022 · 401(k)

Utilities Employees Credit Union 401(k) Plan · $16M · 93 · 74th

  • SCH $16M
  • SCH 93
  • SCH 74th
  • SCH 401(k)
  • SCH near Opportunity Financial, LLC 401(k) Plan
  • SCH ind #5522

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 Pennsylvania →

Utilities Employees Credit Union 401(k) Plan in the asset neighbourhood

Utilities Employees Credit Union 401(k) PlanUtilities Employees Credit U…$16MOpportunity Financial, LLC 401(k) PlanOpportunity Financial, LLC 4…$16MAersale 401(k) Plan$16MMusashi Auto Parts-Michigan Associates Retirement Savings PlanMusashi Auto Parts-Michigan …$16MCapcom Retirement Investment Savings Plan (Crisp)Capcom Retirement Investment…$16M
End-of-year total assets ($M) among Utilities Employees Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utilities Employees Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Utilities Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.28615211565271% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.4M $23.2M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 93 $16M
2023 1 95 $19M
2024 1 97 $23M

Utilities Employees Credit Union filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN231278971
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Utilities Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Utilities Employees Credit Union 401(k) Plan, Total assets ($B): 0.016443436 · Participants: 93Utilities Employees Credit Union 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Utilities Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Utilities Employees Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Opportunity Financial, LLC 401(k) Plan in IL ($16M); by covered participants it is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Utilities Employees Credit Union 401(k) Plan assets move in 2022? ▼
Utilities Employees Credit Union 401(k) Plan pulled back noticeably - down 13.7% during 2022, from $19M to $16M. Reported net income was -$3M.
How have Utilities Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilities Employees Credit Union's sponsor-wide assets grew 41.3%, from $16M to $23M.
Which 401(k) plans are similar in size to Utilities Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opportunity Financial, LLC 401(k) Plan in IL ($16M, 570 participants).
Which 401(k) plans cover a similar participant headcount to Utilities Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Homestead Farm and Lawn LLC 401(k) Plan in TN (93 participants, $332K 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 231278971.

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.