401(k) · DOL Form 5500 · 2023

Union Square Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
128
Participants Small participant base
64th
Percentile by assets National rank
$101,105
Avg per participant Below avg balance/head
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Official DOL plan name: Union Square Credit Union 401(k) Plan · Sponsored by Union Square Credit Union · Texas · Finance & Insurance

$13M in assets, 128 participants

Union Square Credit Union's Union Square Credit Union 401(k) Plan reported $13M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,359 in Finance & Insurance (8,869 peers)

Coverage in Texas

Union Square Credit Union 401(k) Plan covers 128 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#4,359
in Finance & Insurance (8,869 peers)
+4.7%
assets growth YoY

Union Square Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$12,941,393 Top 36% higher than 64% 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

Union Square 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. Union Square Credit Union 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Union Square Credit Union 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $581K in the plan year 2023 filing.
  • Union Square Credit Union 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 128 in the plan year 2023 filing.
  • Union Square Credit Union 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 750971964 · Union Square Credit Union PY 2023 · 401(k)

Union Square Credit Union 401(k) Plan · $13M · 128 · 64th

  • 5500 $13M
  • 5500 128
  • 5500 64th
  • 5500 401(k)
  • 5500 near Integration Charter Schools 401(k) Plan
  • 5500 ind #4359

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 Texas →

Union Square Credit Union 401(k) Plan in the asset neighbourhood

Union Square Credit Union 401(k) PlanUnion Square Credit Union 40…$13MIntegration Charter Schools 401(k) PlanIntegration Charter Schools …$13MImre, LLC 401(k) Retirement PlanImre, LLC 401(k) Retirement …$13MBaldwin & Sons, LLC 401(k) PlanBaldwin & Sons, LLC 401(k) P…$13MAtelier Ten USA LLC 401(k) PlanAtelier Ten USA LLC 401(k) P…$13M
End-of-year total assets ($M) among Union Square Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$581K
Employer EIN750971964
Plan Effective Date1966-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Square Credit Union)

Sponsor-wide plan assets over time

All Union Square Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.525629180499863% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 112 $12M
2023 1 128 $13M
2024 1 130 $14M

Nearby 401(k) Plans in Texas

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

Union Square Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Union Square Credit Union 401(k) Plan, Total assets ($B): 0.012941393 · Participants: 128Union Square Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Union Square Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Union Square Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Integration Charter Schools 401(k) Plan in NY ($13M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Union Square Credit Union 401(k) Plan assets move in 2023? ▼
Union Square Credit Union 401(k) Plan edged up modestly - up 4.7% during 2023, from $12M to $13M. Reported net income was $581K.
How have Union Square Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Square Credit Union's sponsor-wide assets grew 13.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Union Square Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integration Charter Schools 401(k) Plan in NY ($13M, 348 participants).
Which 401(k) plans cover a similar participant headcount to Union Square Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 750971964.

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.