401(k) · DOL Form 5500 · 2023
University of Wisconsin Credit Union 401(k) Plan
Data updated 2026-08-25
- $118M
- Total assets Near avg plan size
- 854
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $138,526
- Avg per participant Near avg balance/head
Official DOL plan name: Univ of Wi Cu Retirement Savings Plan and Trust · Sponsored by University of Wisconsin Credit Union · Wisconsin · Finance & Insurance
$118M in assets, 854 participants
University of Wisconsin Credit Union's Univ of Wi Cu Retirement Savings Plan and Trust reported $118M in total assets and 854 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.
- #7,819 in Finance & Insurance (8,869 peers)
Where Univ of Wi Cu Retirement Savings Plan and Trust sits by assets
Univ of Wi Cu Retirement Savings Plan and Trust sits in the top 10% of all filed plans by assets, $118M for 854 participants (~$138,526/participant), up 26.1% in 2023.
- #7,819
- in Finance & Insurance (8,869 peers)
- +26.1%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Univ of Wi Cu Retirement Savings Plan and Trust's outsized position by total assets
Univ of Wi Cu Retirement Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,301,462 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Univ of Wi Cu Retirement Savings Plan and Trust 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. Univ of Wi Cu Retirement Savings Plan and Trust sits mid-pack in the medium band (854 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Univ of Wi Cu Retirement Savings Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $24M in the plan year 2023 filing.
- Univ of Wi Cu Retirement Savings Plan and Trust end-of-year assets rose from $94M in the plan year 2022 filing to $118M in the plan year 2023 filing.
- Univ of Wi Cu Retirement Savings Plan and Trust reported participants rose from 813 in the plan year 2022 filing to 854 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 390671465 · University of Wisconsin Credit Union PY 2023 · 401(k)
Univ of Wi Cu Retirement Savings Plan and Trust · $118M · 854 · 92nd
- NET $118M
- BOOK 854
- VS-ST 92nd
- BOY 401(k)
- SCH near The Donohoe Profit Sharing 401(k) Savings Plan
- EBSA ind #7819
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 Wisconsin →
Univ of Wi Cu Retirement Savings Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $94M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $24M |
| Employer EIN | 390671465 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Wisconsin Credit Union)
Sponsor-wide plan assets over time
All University of Wisconsin Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $144M 53.67299554753089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 813 | $94M |
| 2023 | 1 | 854 | $118M |
| 2024 | 1 | 908 | $144M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Univ of Wi Cu Retirement Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Donohoe Profit Sharing 401(k) Savings Plan in MD ($118M); by covered participants it is Marcus & Millichap, Inc. 401(k) Plan in CA (854 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($118M here).
- The Donohoe Profit Sharing 401(k) Savings Plan (MD) $118M · 741
- Fender Musical Instruments 401(k) Plan (AZ) $118M · 1,614
- Ridgewood Savings Bank Profit Sharing and 401 (K) Plan (NY) $118M · 497
- Athena Health Care Associates, Inc. 401(k) Plan (CT) $118M · 11,562
Similar participant headcount
Nearest other-state filings by covered participants (854 participants); asset peers above are excluded.
- Marcus & Millichap, Inc. 401(k) Plan (CA) 854 · 0 off
- Timmons Group, Inc. 401(k) Plan (VA) 854 · 0 off
- Mimedx Group, Inc. 401(k) Plan (GA) 854 · 0 off
- American Sugar Salary Savings and Investment Plan (NY) 854 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.