401(k) · DOL Form 5500 · 2022

Ukrainian Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
68
Participants Small participant base
48th
Percentile by assets National rank
$64,216
Avg per participant Low balance/head
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Official DOL plan name: Ukrainian Federal Credit Union Capital Accumulation Plan · Sponsored by Ukrainian Federal Credit Union · New York · Finance & Insurance

$4M in assets, 68 participants

Ukrainian Federal Credit Union's Ukrainian Federal Credit Union Capital Accumulation Plan reported $4M in total assets and 68 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,063 in Finance & Insurance (9,261 peers)

Ukrainian Federal Credit Union multi-year trail

Ukrainian Federal Credit Union's plans moved +30.9% in assets from 2022 to 2024; this filing shows Ukrainian Federal Credit Union Capital Accumulation Plan at $4M / 68 participants.

#3,063
in Finance & Insurance (9,261 peers)
-9.5%
assets change YoY

The plan reported a net loss of $459K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ukrainian Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Ukrainian Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$4,366,691 48th percentile higher than 48% 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

Ukrainian Federal Credit Union Capital Accumulation 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. Ukrainian Federal Credit Union Capital Accumulation Plan is a small filing (68 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 160799792 · Ukrainian Federal Credit Union PY 2022 · 401(k)

Ukrainian Federal Credit Union Capital Accumulation Plan · $4M · 68 · 48th

  • PART $4M
  • TYPE 68
  • NET 48th
  • BOOK 401(k)
  • VS-ST near Sharp Transit, LLC Employees 401(k) Retirement Plan
  • BOY ind #3063

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 New York →

Ukrainian Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Ukrainian Federal Credit Union Capital Accumulation PlanUkrainian Federal Credit Uni…$4MSharp Transit, LLC Employees 401(k) Retirement PlanSharp Transit, LLC Employees…$4MOliver & Company, Inc. Profit Sharing and 401(k) PlanOliver & Company, Inc. Profi…$4MVoyager Group LP 401(k) Profit Sharing PlanVoyager Group LP 401(k) Prof…$4MMcg Utilities, Inc. Profit Sharing PlanMcg Utilities, Inc. Profit S…$4M
End-of-year total assets ($M) among Ukrainian Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ukrainian Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Ukrainian Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.922270433149496% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $5.72M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 68 $4M
2023 1 71 $5M
2024 1 74 $6M

Ukrainian Federal Credit Union filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$459K
Employer EIN160799792
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ukrainian Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ukrainian Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.004366691 · Participants: 68Ukrainian Federal Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Ukrainian Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants

Ukrainian Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sharp Transit, LLC Employees 401(k) Retirement Plan in NC ($4M); by covered participants it is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 Ukrainian Federal Credit Union Capital Accumulation Plan assets move in 2022?
Ukrainian Federal Credit Union Capital Accumulation Plan pulled back noticeably - down 9.5% during 2022, from $5M to $4M. Reported net income was -$459K.
How have Ukrainian Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Ukrainian Federal Credit Union's sponsor-wide assets grew 30.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Ukrainian Federal Credit Union Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by assets is Sharp Transit, LLC Employees 401(k) Retirement Plan in NC ($4M, 533 participants).
Which 401(k) plans cover a similar participant headcount to Ukrainian Federal Credit Union Capital Accumulation Plan?
Among 401(k) plans in other states, the closest by covered participants is O.S.R. 401(k) Profit Sharing Plan in NJ (68 participants, $15M in assets).