401(k) · DOL Form 5500 · 2023

United Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
800
Participants Near avg headcount
89th
Percentile by assets National rank
$92,848
Avg per participant Below avg balance/head
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Official DOL plan name: United Federal Credit Union 401(k) Plan · Sponsored by United Federal Credit Union · Michigan · Finance & Insurance

$74M in assets, 800 participants

United Federal Credit Union's United Federal Credit Union 401(k) Plan reported $74M in total assets and 800 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,371 in Finance & Insurance (8,869 peers)

Where United Federal Credit Union 401(k) Plan sits by assets

United Federal Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $74M for 800 participants (~$92,848/participant), up 13.7% in 2023.

#7,371
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

United Federal Credit Union 401(k) Plan's outsized position by total assets

United Federal Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$74,278,540 Top 11% higher than 89% 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

United Federal 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. United Federal Credit Union 401(k) Plan sits mid-pack in the medium band (800 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Federal Credit Union 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • United Federal Credit Union 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $74M in the plan year 2023 filing.
  • United Federal Credit Union 401(k) Plan reported participants rose from 761 in the plan year 2022 filing to 800 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 381393400 · United Federal Credit Union PY 2023 · 401(k)

United Federal Credit Union 401(k) Plan · $74M · 800 · 89th

  • PCT $74M
  • EIN 800
  • RANK 89th
  • PHOTO 401(k)
  • IND near Harris 401(k) Profit Sharing Plan
  • EOY ind #7371

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 Michigan →

United Federal Credit Union 401(k) Plan in the asset neighbourhood

Adventhealth Consolidated ERISA 403(b) PlanAdventhealth Consolidated ER…$74MPdf Solutions, Inc. 401(k) PlanPdf Solutions, Inc. 401(k) P…$74MUnited Federal Credit Union 401(k) PlanUnited Federal Credit Union …$74MHarris 401(k) Profit Sharing PlanHarris 401(k) Profit Sharing…$74MSoutheastern Container, Inc. Retirement Savings PlanSoutheastern Container, Inc.…$74M
End-of-year total assets ($M) among United Federal 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)$65M
Net Assets (End of Year)$74M
Net Income$9M
Employer EIN381393400
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Federal Credit Union)

Sponsor-wide plan assets over time

All United Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$84M 28.48770393333842% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65.3M $83.9M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 761 $65M
2023 1 800 $74M
2024 1 718 $84M

Nearby 401(k) Plans in Michigan

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

United Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants United Federal Credit Union 401(k) Plan, Total assets ($B): 0.07427854 · Participants: 800United Federal Credit Union 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
United Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare United Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Harris 401(k) Profit Sharing Plan in MN ($74M); by covered participants it is Badger Meter Employee Savings and Stock Ownership Plan in WI (800 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (800 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 United Federal Credit Union 401(k) Plan assets move in 2023? ▼
United Federal Credit Union 401(k) Plan grew at a solid clip - up 13.7% during 2023, from $65M to $74M. Reported net income was $9M.
How have United Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Federal Credit Union's sponsor-wide assets grew 28.5%, from $65M to $84M.
Where does United Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
United Federal Credit Union 401(k) Plan ranks in the 89th 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 United Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harris 401(k) Profit Sharing Plan in MN ($74M, 711 participants).
Which 401(k) plans cover a similar participant headcount to United Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Badger Meter Employee Savings and Stock Ownership Plan in WI (800 participants, $187M 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 381393400.

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.