UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST

Reviewed byPlainRetire Editorial, Retirement Plans Editorial Team · June 7, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC.

This 401(k) plan holds $34M in total assets and serves 254 participants as of 2023. It is sponsored by UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. in Virginia. The plan reported positive net income of $5M for the year.

Total Assets (2023)

$34M

Participants

254

State

Virginia

Industry

Finance & Insurance

What the Filing Says About UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST is a 401(k) retirement plan sponsored by UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC., headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $34M in total end-of-year assets and covers 254 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 540674170, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2023 to $34M at year-end — a gain of 18.1%. Net assets (after liabilities) closed the year at $34M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$29M
Total Assets (End of Year)	$34M
Net Assets (End of Year)	$34M
Net Income	$5M
Plan Type	401(k)
Employer EIN	540674170
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC.)

Year	Plans	Participants	Total Assets
2022	1	232	$29M
2023	1	254	$34M
2024	1	260	$39M

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Frequently Asked Questions

How much money is in the UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST? ▼

As of the 2023 Form 5500 filing, UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST holds $34M in total assets with 254 participants. It is sponsored by UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC..

What type of plan is UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST? ▼

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 540674170.

Who sponsors the UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST? ▼

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST is sponsored by UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC., located in Virginia. The sponsor's EIN is 540674170 and the plan operates in the Finance & Insurance industry.

How did UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST perform in 2023? ▼

UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST grew by 18.1% during 2023, moving from $29M to $34M in total assets. Net income was $5M.

Where can I find official filings for UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST? ▼

Official Form 5500 filings for UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540674170 or plan name at efast.dol.gov.

How does UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST compare to other plans? ▼

You can compare UNIVERSITY OF VIRGINIA COMMUNITY CREDIT UNION, INC. 401(K) PLAN AND TRUST against other 401(k) plans on the plan type page, or view plans in Virginia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.