401(k) · DOL Form 5500 · 2023

University Federal Credit Union 401(k) Plan

Data updated 2026-08-11

$109M
Total assets
807
Participants
92nd
Percentile by assets
$135,342
Avg per participant
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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.

  • 92nd percentile by assets (of 127,072 plans)
  • #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.

$109M
total plan assets (2023 EOY)
807
covered participants
92nd
percentile by assets (of 127,072 plans)
$135,342
avg assets per participant

Where University Federal Credit Union 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Texas
Industry
Finance & Insurance

University Federal Credit Union 401(k) Profit Sharing Plan vs the 2023 asset distribution

By assets, University Federal Credit Union 401(k) Profit Sharing Plan outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

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)

$80M$100M$120M$140M 202220232024 $88.6M $127M ▲ +43.0%
Total plan assets by year, all University Federal Credit Union plans on file
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 ($B) Participants University Federal C…, Total assets ($B): 0.109221146 · Participants: 807University Federal C…AT&T Retirement Savi…, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, I…Dell 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) P… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to University Federal Credit Union 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for University Federal Credit Union 401(k) P…

Scale reading

Ways to act on University Federal Credit Union 401(k) Profit Sharing Plan's numbers.

  • By total assets, University Federal Credit Union 401(k) Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Texas. Compare plans
  • University Federal Credit Union's sponsor-wide assets have grown 43.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.