401(k) · DOL Form 5500 · 2023

University Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$109M
Total assets Near avg plan size
807
Participants Near avg headcount
92nd
Percentile by assets National rank
$135,342
Avg per participant Near avg balance/head
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Official DOL plan name: University Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by University Federal Credit Union · Texas · Finance & Insurance

$109M in assets, 807 participants

University Federal Credit Union's University Federal Credit Union 401(k) Profit Sharing Plan reported $109M in total assets and 807 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,763 in Finance & Insurance (8,869 peers)

Where University Federal Credit Union 401(k) Profit Sharing Plan sits by assets

University Federal Credit Union 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $109M for 807 participants (~$135,342/participant), up 23.3% in 2023.

#7,763
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

University Federal Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

University Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$109,221,146 Top 8% higher than 92% 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

University Federal Credit Union 401(k) Profit Sharing 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 Federal Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (807 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • University Federal Credit Union 401(k) Profit Sharing Plan reported net income rose from -$20M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • University Federal Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $89M in the plan year 2022 filing to $109M in the plan year 2023 filing.
  • University Federal Credit Union 401(k) Profit Sharing Plan reported participants rose from 749 in the plan year 2022 filing to 807 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 741160132 · University Federal Credit Union PY 2023 · 401(k)

University Federal Credit Union 401(k) Profit Sharing Plan · $109M · 807 · 92nd

  • NET $109M
  • BOOK 807
  • VS-ST 92nd
  • BOY 401(k)
  • SCH near Model N, Inc. 401(k) Plan
  • EBSA ind #7763

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 →

University Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Populus Group, LLC 401(k) Profit Sharing Plan and TrustPopulus Group, LLC 401(k) Pr…$109MMeruelo Group 401(k) Plan and TrustMeruelo Group 401(k) Plan an…$109MUniversity Federal Credit Union 401(k) Profit Sharing PlanUniversity Federal Credit Un…$109MModel N, Inc. 401(k) Plan$109MTanimura & Antle, Inc. Profit Sharing 401(k) PlanTanimura & Antle, Inc. Profi…$109M
End-of-year total assets ($M) among University Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$109M
Net Income$21M
Employer EIN741160132
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Federal Credit Union)

Sponsor-wide plan assets over time

All University Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$127M 42.95631416701022% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.6M $127M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 749 $89M
2023 1 807 $109M
2024 1 793 $127M

Nearby 401(k) Plans in Texas

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

University Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants University Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.109221146 · Participants: 807University Federal Credit Union 401(k) Profit Sharing 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
University Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare University Federal Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

University Federal Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Model N, Inc. 401(k) Plan in CA ($109M); by covered participants it is The Christman Company Profit Sharing Retirement Plan in MI (807 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109M here).

Similar participant headcount

Nearest other-state filings by covered participants (807 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 University Federal Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
University Federal Credit Union 401(k) Profit Sharing Plan grew sharply - up 23.3% during 2023, from $89M to $109M. Reported net income was $21M.
How have University Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Federal Credit Union's sponsor-wide assets grew 43.0%, from $89M to $127M.
Where does University Federal Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
University Federal Credit Union 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Model N, Inc. 401(k) Plan in CA ($109M, 519 participants).
Which 401(k) plans cover a similar participant headcount to University Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Christman Company Profit Sharing Retirement Plan in MI (807 participants, $119M 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 741160132.

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.