401(k) · DOL Form 5500 · 2023

University of Michigan Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
191
Participants Below avg headcount
71st
Percentile by assets National rank
$96,014
Avg per participant Below avg balance/head
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Official DOL plan name: University of Michigan Credit Union 401(k) Savings Plan · Sponsored by University of Michigan Credit Union · Michigan · Finance & Insurance

$18M in assets, 191 participants

University of Michigan Credit Union's University of Michigan Credit Union 401(k) Savings Plan reported $18M in total assets and 191 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,070 in Finance & Insurance (8,869 peers)

Coverage in Michigan

University of Michigan Credit Union 401(k) Savings Plan covers 191 participants in Michigan, about 30% of the average Michigan filer (state average ~638 per filing). Assets: $18M.

#5,070
in Finance & Insurance (8,869 peers)
+15.2%
assets growth YoY

University of Michigan Credit Union 401(k) Savings Plan's outsized position by total assets

University of Michigan Credit Union 401(k) Savings Plan vs every filed plan by assets

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

$18,338,737 Top 29% higher than 71% 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 of Michigan Credit Union 401(k) Savings 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. University of Michigan Credit Union 401(k) Savings Plan sits mid-pack in the medium band (191 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University of Michigan Credit Union 401(k) Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • University of Michigan Credit Union 401(k) Savings Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • University of Michigan Credit Union 401(k) Savings Plan reported participants rose from 181 in the plan year 2022 filing to 191 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 381464920 · University of Michigan Credit Union PY 2023 · 401(k)

University of Michigan Credit Union 401(k) Savings Plan · $18M · 191 · 71st

  • RANK $18M
  • PHOTO 191
  • IND 71st
  • EOY 401(k)
  • 5500 near North Hill 401(k) Plan
  • ASSETS ind #5070

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 →

University of Michigan Credit Union 401(k) Savings Plan in the asset neighbourhood

University of Michigan Credit Union 401(k) Savings PlanUniversity of Michigan Credi…$18MNorth Hill 401(k) Plan$18MAllergy and Ent Associates, PLLC 401(k) Plan and TrustAllergy and Ent Associates, …$18MBoarman Kroos Vogel Group, Inc. 401(k) Retirement PlanBoarman Kroos Vogel Group, I…$18MSlidematic Precision Components, Inc. 401(k) PlanSlidematic Precision Compone…$18M
End-of-year total assets ($M) among University of Michigan Credit Union 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN381464920
Plan Effective Date1998-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University of Michigan Credit Union)

Sponsor-wide plan assets over time

All University of Michigan Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.92949313041662% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $15.9M $22.6M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 181 $16M
2023 1 191 $18M
2024 1 223 $23M

Nearby 401(k) Plans in Michigan

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

University of Michigan Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants University of Michigan Credit Union 401(k) Savings Plan, Total assets ($B): 0.018338737 · Participants: 191University of Michigan Credit Union 401(k) Savings 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
University of Michigan Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare University of Michigan Credit Union 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is North Hill 401(k) Plan in MA ($18M); by covered participants it is Cwb Holdings, Inc. 401(k) Plan in CO (191 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (191 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 of Michigan Credit Union 401(k) Savings Plan assets move in 2023? ▼
University of Michigan Credit Union 401(k) Savings Plan grew sharply - up 15.2% during 2023, from $16M to $18M. Reported net income was $2M.
How have University of Michigan Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University of Michigan Credit Union's sponsor-wide assets grew 41.9%, from $16M to $23M.
Which 401(k) plans are similar in size to University of Michigan Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Hill 401(k) Plan in MA ($18M, 385 participants).
Which 401(k) plans cover a similar participant headcount to University of Michigan Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cwb Holdings, Inc. 401(k) Plan in CO (191 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 381464920.

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.