401(k) · DOL Form 5500 · 2023

Unitus Community Credit Union 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
316
Participants Below avg headcount
85th
Percentile by assets National rank
$144,532
Avg per participant Above 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

$46M in assets, 316 participants

Unitus Community Credit Union's Unitus Community Credit Union 401(k) Plan reported $46M in total assets and 316 participants in its 2023 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.

  • #6,779 in Finance & Insurance (8,869 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, $46M for 316 participants (~$144,532/participant), up 26.4% in 2023.

#6,779
in Finance & Insurance (8,869 peers)
+26.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$45,672,122 Top 15% higher than 85% of 127,068 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 2023

Unitus Community Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unitus Community Credit Union 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Unitus Community Credit Union 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Unitus Community Credit Union 401(k) Plan reported participants rose from 274 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 930243503 · Unitus Community Credit Union PY 2023 · 401(k)

Unitus Community Credit Union 401(k) Plan · $46M · 316 · 85th

  • BOOK $46M
  • BOOK 316
  • BOOK 85th
  • BOOK 401(k)
  • BOOK near Blum, Inc. Employees 401(k) Plan
  • BOOK ind #6779

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

Blum, Inc. Employees 401(k) PlanBlum, Inc. Employees 401(k) …$46MChatsworth Products, Inc. Retirement Savings PlanChatsworth Products, Inc. Re…$46MUnitus Community Credit Union 401(k) PlanUnitus Community Credit Unio…$46MMufg Fund Services (USA) LLC 401(k) PlanMufg Fund Services (USA) LLC…$46MDirections Research, Inc. 401(k) Ps PlanDirections Research, Inc. 40…$46M
End-of-year total assets ($M) among Unitus Community Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$46M
Net Income$10M
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. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Unitus Community Credit Union 401(k) Plan, Total assets ($B): 0.045672122 · Participants: 316Unitus Community Credit Union 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp 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 Blum, Inc. Employees 401(k) Plan in NC ($46M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Unitus Community Credit Union 401(k) Plan grew sharply - up 26.4% during 2023, from $36M to $46M. Reported net income was $10M.
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 127,072 plans that reported assets for plan year 2023 (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 Blum, Inc. Employees 401(k) Plan in NC ($46M, 381 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 Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.