401(k) · DOL Form 5500 · 2023

Unify Financial Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
552
Participants Below avg headcount
87th
Percentile by assets National rank
$108,129
Avg per participant Below avg balance/head
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Official DOL plan name: Unify Financial Federal Credit Union 401(k) Plan · Sponsored by Unify Financial Federal Credit Union · California · Finance & Insurance

$60M in assets, 552 participants

Unify Financial Federal Credit Union's Unify Financial Federal Credit Union 401(k) Plan reported $60M in total assets and 552 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,130 in Finance & Insurance (8,869 peers)

Where Unify Financial Federal Credit Union 401(k) Plan sits by assets

Unify Financial Federal Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $60M for 552 participants (~$108,129/participant), up 18.3% in 2023.

#7,130
in Finance & Insurance (8,869 peers)
+18.3%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$59,687,213 Top 13% higher than 87% 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

Unify Financial 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. Unify Financial Federal Credit Union 401(k) Plan sits mid-pack in the medium band (552 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unify Financial Federal Credit Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Unify Financial Federal Credit Union 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $60M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 346541032 · Unify Financial Federal Credit Union PY 2023 · 401(k)

Unify Financial Federal Credit Union 401(k) Plan · $60M · 552 · 87th

  • IND $60M
  • EOY 552
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Rk Industries, LLC Salary Savings Plan
  • EIN ind #7130

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 →

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

Nexeo Plastics, LLC Employee Savings PlanNexeo Plastics, LLC Employee…$60MUnify Financial Federal Credit Union 401(k) PlanUnify Financial Federal Cred…$60MRk Industries, LLC Salary Savings PlanRk Industries, LLC Salary Sa…$60MThe Foodland Profit Sharing Investment PlanThe Foodland Profit Sharing …$60MFiduciary Trust Company Profit Sharing PlanFiduciary Trust Company Prof…$60M
End-of-year total assets ($M) among Unify Financial Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$60M
Net Income$9M
Employer EIN346541032
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unify Financial Federal Credit Union)

Sponsor-wide plan assets over time

All Unify Financial Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$158M 21.63292838950567% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $158M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 845 $130M
2023 2 823 $147M
2024 2 780 $158M

Nearby 401(k) Plans in California

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

Unify Financial Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Unify Financial Federal Credit Union 401(k) Plan, Total assets ($B): 0.059687213 · Participants: 552Unify Financial Federal Credit Union 401(k) PlanWells 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
Unify Financial Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Unify Financial Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Rk Industries, LLC Salary Savings Plan in CO ($60M); by covered participants it is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD (552 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (552 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 Unify Financial Federal Credit Union 401(k) Plan assets move in 2023? ▼
Unify Financial Federal Credit Union 401(k) Plan grew sharply - up 18.3% during 2023, from $50M to $60M. Reported net income was $9M.
How have Unify Financial Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unify Financial Federal Credit Union's sponsor-wide assets grew 21.6%, from $130M to $158M.
Where does Unify Financial Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Unify Financial Federal Credit Union 401(k) Plan ranks in the 87th 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 Unify Financial Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rk Industries, LLC Salary Savings Plan in CO ($60M, 1,343 participants).
Which 401(k) plans cover a similar participant headcount to Unify Financial Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elite Spice, Inc. 401(k) Profit Sharing Plan and Trust in MD (552 participants, $36M 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 346541032.

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.