401(k) · DOL Form 5500 · 2023
University First Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 400
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $74,114
- Avg per participant Below avg balance/head
Official DOL plan name: University First Federal Credit Union 401(k) Retirement Plan · Sponsored by University First Federal Credit Union · Utah · Finance & Insurance
$30M in assets, 400 participants
University First Federal Credit Union's University First Federal Credit Union 401(k) Retirement Plan reported $30M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #6,018 in Finance & Insurance (8,869 peers)
Where University First Federal Credit Union 401(k) Retirement Plan sits by assets
University First Federal Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $30M for 400 participants (~$74,114/participant), up 31.0% in 2023.
- #6,018
- in Finance & Insurance (8,869 peers)
- +31.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
University First Federal Credit Union 401(k) Retirement Plan's outsized position by total assets
University First Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,645,441 Top 21% higher than 79% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
University First Federal Credit Union 401(k) Retirement 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 First Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (400 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University First Federal Credit Union 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- University First Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $23M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- University First Federal Credit Union 401(k) Retirement Plan reported participants rose from 393 in the plan year 2022 filing to 400 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 870234218 · University First Federal Credit Union PY 2023 · 401(k)
University First Federal Credit Union 401(k) Retirement Plan · $30M · 400 · 79th
- NET $30M
- BOOK 400
- VS-ST 79th
- BOY 401(k)
- SCH near Hazmat Environmental/Kenworth Northeast 401(k) Plan
- EBSA ind #6018
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 Utah →
University First Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $7M |
| Employer EIN | 870234218 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University First Federal Credit Union)
Sponsor-wide plan assets over time
All University First Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 63.852643528160314% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 393 | $23M |
| 2023 | 1 | 400 | $30M |
| 2024 | 1 | 434 | $37M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
- Deseret 401(k) Plan $5.5B · 24,292
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
- Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
- Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537
University First Federal Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Hazmat Environmental/Kenworth Northeast 401(k) Plan in NY ($30M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
- Hazmat Environmental/Kenworth Northeast 401(k) Plan (NY) $30M · 440
- Biggs Cardosa Associates 401(k) Plan (CA) $30M · 103
- Cue 401(k) Plan (NJ) $30M · 1,470
- Tlc, Inc. 401(k) Plan (MD) $30M · 481
Similar participant headcount
Nearest other-state filings by covered participants (400 participants); asset peers above are excluded.
- Bobcat North America, LLC (FL) 400 · 0 off
- Brightwheel 401(k) Plan (CA) 400 · 0 off
- Mascoma Bank 401(k) Profit Sharing Plan (NH) 400 · 0 off
- Bigge Crane and Rigging Co. 401(k) Profit (CA) 400 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.