401(k) · DOL Form 5500 · 2023

Ukrainian Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
71
Participants Small participant base
46th
Percentile by assets National rank
$75,870
Avg per participant Below avg balance/head
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Official DOL plan name: Ukrainian Federal Credit Union Capital Accumulation Plan · Sponsored by Ukrainian Federal Credit Union · New York · Finance & Insurance

$5M in assets, 71 participants

Ukrainian Federal Credit Union's Ukrainian Federal Credit Union Capital Accumulation Plan reported $5M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,882 in Finance & Insurance (8,869 peers)

Ukrainian Federal Credit Union multi-year trail

Ukrainian Federal Credit Union's plans moved +30.9% in assets from 2022 to 2024; this filing shows Ukrainian Federal Credit Union Capital Accumulation Plan at $5M / 71 participants.

#2,882
in Finance & Insurance (8,869 peers)
+23.4%
assets growth YoY

Ukrainian Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Ukrainian Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$5,386,803 46th percentile higher than 46% 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

Ukrainian Federal Credit Union Capital Accumulation 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. Ukrainian Federal Credit Union Capital Accumulation Plan is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ukrainian Federal Credit Union Capital Accumulation Plan reported net income rose from -$459K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ukrainian Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ukrainian Federal Credit Union Capital Accumulation Plan reported participants rose from 68 in the plan year 2022 filing to 71 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160799792 · Ukrainian Federal Credit Union PY 2023 · 401(k)

Ukrainian Federal Credit Union Capital Accumulation Plan · $5M · 71 · 46th

  • BOY $5M
  • BOY 71
  • BOY 46th
  • BOY 401(k)
  • BOY near Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees
  • BOY ind #2882

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 New York →

Ukrainian Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Ukrainian Federal Credit Union Capital Accumulation PlanUkrainian Federal Credit Uni…$5MJohnson Service Group, Inc. Retirement Savings Plan - Staff EmployeesJohnson Service Group, Inc. …$5MUnited Biologics, LLC 401(k) PlanUnited Biologics, LLC 401(k)…$5MClark Campbell 401(k) Plan$5MMcr Donuts Inc. 401(k) Profit Sharing PlanMcr Donuts Inc. 401(k) Profi…$5M
End-of-year total assets ($M) among Ukrainian Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ukrainian Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Ukrainian Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$6M 30.922270433149496% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M$6M 202220232024 $4.37M $5.72M ▲ +30.9%
Year Plans Participants Total Assets
2022 1 68 $4M
2023 1 71 $5M
2024 1 74 $6M

Ukrainian Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN160799792
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ukrainian Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ukrainian Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.005386803 · Participants: 71Ukrainian Federal Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ukrainian Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ukrainian Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Ukrainian Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees in IL ($5M); by covered participants it is Eftec Savings Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Ukrainian Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
Ukrainian Federal Credit Union Capital Accumulation Plan grew sharply - up 23.4% during 2023, from $4M to $5M. Reported net income was $1M.
How have Ukrainian Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ukrainian Federal Credit Union's sponsor-wide assets grew 30.9%, from $4M to $6M.
Which 401(k) plans are similar in size to Ukrainian Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Service Group, Inc. Retirement Savings Plan - Staff Employees in IL ($5M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Ukrainian Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Eftec Savings Plan in MI (71 participants, $16M 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 160799792.

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.