401(k) · DOL Form 5500 · 2023

Usalliance Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
239
Participants Below avg headcount
80th
Percentile by assets National rank
$129,043
Avg per participant Near avg balance/head
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Official DOL plan name: Usalliance Federal Credit Union 401(k) Plan · Sponsored by Usalliance Federal Credit Union · New York · Finance & Insurance

$31M in assets, 239 participants

Usalliance Federal Credit Union's Usalliance Federal Credit Union 401(k) Plan reported $31M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,101 in Finance & Insurance (8,869 peers)

Coverage in New York

Usalliance Federal Credit Union 401(k) Plan covers 239 participants in New York, about 30% of the average New York filer (state average ~798 per filing). Assets: $31M.

#6,101
in Finance & Insurance (8,869 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$30,841,158 Top 20% higher than 80% 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

Usalliance 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. Usalliance Federal Credit Union 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Usalliance Federal Credit Union 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Usalliance Federal Credit Union 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Usalliance Federal Credit Union 401(k) Plan reported participants fell from 245 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136256810 · Usalliance Federal Credit Union PY 2023 · 401(k)

Usalliance Federal Credit Union 401(k) Plan · $31M · 239 · 80th

  • IND $31M
  • EOY 239
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Veritas Veterinary Partners Retirement Plan
  • EIN ind #6101

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 →

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

Usalliance Federal Credit Union 401(k) PlanUsalliance Federal Credit Un…$31MVeritas Veterinary Partners Retirement PlanVeritas Veterinary Partners …$31MBbx Capital, Inc. 401(k) Plan$31MBelmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$31MOrnl Federal Credit Union 401(k) Plan and TrustOrnl Federal Credit Union 40…$31M
End-of-year total assets ($M) among Usalliance Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN136256810
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Usalliance Federal Credit Union)

Sponsor-wide plan assets over time

All Usalliance Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 36.422606091646756% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26M $35.4M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 245 $26M
2023 1 239 $31M
2024 1 266 $35M

Nearby 401(k) Plans in New York

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

Usalliance Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Usalliance Federal Credit Union 401(k) Plan, Total assets ($B): 0.030841158 · Participants: 239Usalliance Federal Credit Union 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Usalliance Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Usalliance Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Veritas Veterinary Partners Retirement Plan in NJ ($31M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Usalliance Federal Credit Union 401(k) Plan assets move in 2023? ▼
Usalliance Federal Credit Union 401(k) Plan grew sharply - up 18.8% during 2023, from $26M to $31M. Reported net income was $5M.
How have Usalliance Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usalliance Federal Credit Union's sponsor-wide assets grew 36.4%, from $26M to $35M.
Where does Usalliance Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Usalliance Federal Credit Union 401(k) Plan ranks in the 80th 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 Usalliance Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veritas Veterinary Partners Retirement Plan in NJ ($31M, 691 participants).
Which 401(k) plans cover a similar participant headcount to Usalliance Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 participants, N/A 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 136256810.

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.