401(k) · DOL Form 5500 · 2023

Utilities Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
95
Participants Small participant base
72nd
Percentile by assets National rank
$199,840
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Utilities Employees Credit Union 401(k) Plan · Sponsored by Utilities Employees Credit Union · Pennsylvania · Finance & Insurance

$19M in assets, 95 participants

Utilities Employees Credit Union's Utilities Employees Credit Union 401(k) Plan reported $19M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,141 in Finance & Insurance (8,869 peers)

Utilities Employees Credit Union multi-year trail

Utilities Employees Credit Union's plans moved +41.3% in assets from 2022 to 2024; this filing shows Utilities Employees Credit Union 401(k) Plan at $19M / 95 participants.

#5,141
in Finance & Insurance (8,869 peers)
+15.5%
assets growth YoY

Utilities Employees Credit Union 401(k) Plan's outsized position by total assets

Utilities Employees Credit Union 401(k) Plan vs every filed plan by assets

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

$18,984,789 Top 28% higher than 72% 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

Utilities Employees Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utilities Employees Credit Union 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Utilities Employees Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Utilities Employees Credit Union 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Utilities Employees Credit Union 401(k) Plan reported participants rose from 93 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231278971 · Utilities Employees Credit Union PY 2023 · 401(k)

Utilities Employees Credit Union 401(k) Plan · $19M · 95 · 72nd

  • BOOK $19M
  • VS-ST 95
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Grandville Printing Co. 401(k) Savings Plan
  • PART ind #5141

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 Pennsylvania →

Utilities Employees Credit Union 401(k) Plan in the asset neighbourhood

Betterlife Retirement Savings PlanBetterlife Retirement Saving…$19MKahlig Enterprises, Inc. Dba Bluebonnet Motors 401(k) PlanKahlig Enterprises, Inc. Dba…$19MUtilities Employees Credit Union 401(k) PlanUtilities Employees Credit U…$19MGrandville Printing Co. 401(k) Savings PlanGrandville Printing Co. 401(…$19MSunnyside Automotive, Inc. 401(k) PlanSunnyside Automotive, Inc. 4…$19M
End-of-year total assets ($M) among Utilities Employees Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities Employees Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Utilities Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.28615211565271% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.4M $23.2M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 93 $16M
2023 1 95 $19M
2024 1 97 $23M

Utilities Employees Credit Union filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN231278971
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Utilities Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Utilities Employees Credit Union 401(k) Plan, Total assets ($B): 0.018984789 · Participants: 95Utilities Employees Credit Union 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Utilities Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Utilities Employees Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Grandville Printing Co. 401(k) Savings Plan in MI ($19M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Utilities Employees Credit Union 401(k) Plan assets move in 2023? ▼
Utilities Employees Credit Union 401(k) Plan grew sharply - up 15.5% during 2023, from $16M to $19M. Reported net income was $3M.
How have Utilities Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilities Employees Credit Union's sponsor-wide assets grew 41.3%, from $16M to $23M.
Which 401(k) plans are similar in size to Utilities Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grandville Printing Co. 401(k) Savings Plan in MI ($19M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Utilities Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 231278971.

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.