401(k) · DOL Form 5500 · 2023

University Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
66th
Percentile by assets National rank
$118,011
Avg per participant Below avg balance/head
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Official DOL plan name: University Credit Union 401(k) Plan and Trust · Sponsored by University Credit Union · California · Finance & Insurance

$14M in assets, 122 participants

University Credit Union's University Credit Union 401(k) Plan and Trust reported $14M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,564 in Finance & Insurance (8,869 peers)

Coverage in California

University Credit Union 401(k) Plan and Trust covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $14M.

#4,564
in Finance & Insurance (8,869 peers)
+26.8%
assets growth YoY

University Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

University Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$14,397,387 Top 34% higher than 66% 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

University Credit Union 401(k) Plan and Trust 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. University Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Credit Union 401(k) Plan and Trust reported net income rose from -$988K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • University Credit Union 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • University Credit Union 401(k) Plan and Trust reported participants rose from 104 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951715669 · University Credit Union PY 2023 · 401(k)

University Credit Union 401(k) Plan and Trust · $14M · 122 · 66th

  • PCT $14M
  • EIN 122
  • RANK 66th
  • PHOTO 401(k)
  • IND near Crossett, Inc. 401(k) Retirement Plan
  • EOY ind #4564

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 California →

University Credit Union 401(k) Plan and Trust in the asset neighbourhood

University Credit Union 401(k) Plan and TrustUniversity Credit Union 401(…$14MCrossett, Inc. 401(k) Retirement PlanCrossett, Inc. 401(k) Retire…$14MControl Point Associates, Inc. 401(k) PlanControl Point Associates, In…$14MOregon Food Bank Retirement PlanOregon Food Bank Retirement …$14MCastle Management, LLC 401(k) PlanCastle Management, LLC 401(k…$14M
End-of-year total assets ($M) among University Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN951715669
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Credit Union)

Sponsor-wide plan assets over time

All University Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 43.13612551930506% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.4M $16.3M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 104 $11M
2023 1 122 $14M
2024 1 141 $16M

Nearby 401(k) Plans in California

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

University Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants University Credit Union 401(k) Plan and Trust, Total assets ($B): 0.014397387 · Participants: 122University Credit Union 401(k) Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
University Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare University Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Crossett, Inc. 401(k) Retirement Plan in PA ($14M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 University Credit Union 401(k) Plan and Trust assets move in 2023? ▼
University Credit Union 401(k) Plan and Trust grew sharply - up 26.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have University Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Credit Union's sponsor-wide assets grew 43.1%, from $11M to $16M.
Which 401(k) plans are similar in size to University Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crossett, Inc. 401(k) Retirement Plan in PA ($14M, 181 participants).
Which 401(k) plans cover a similar participant headcount to University Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 951715669.

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.