401(k) · DOL Form 5500 · 2024

Usalliance Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
266
Participants Below avg headcount
80th
Percentile by assets National rank
$133,151
Avg per participant Near avg balance/head
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Official DOL plan name: Usalliance Federal Credit Union 401(k) Plan · Sponsored by Usalliance Federal Credit Union · New York · Finance & Insurance

$35M in assets, 266 participants

Usalliance Federal Credit Union's Usalliance Federal Credit Union 401(k) Plan reported $35M in total assets and 266 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,849 in Finance & Insurance (8,549 peers)

Coverage in New York

Usalliance Federal Credit Union 401(k) Plan covers 266 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $35M.

#5,849
in Finance & Insurance (8,549 peers)
+14.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Usalliance Federal Credit Union 401(k) Plan's outsized position by total assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$35,418,052 Top 20% higher than 80% of 123,620 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 2024

Usalliance Federal Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Usalliance Federal Credit Union 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Usalliance Federal Credit Union 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Usalliance Federal Credit Union 401(k) Plan reported participants rose from 239 in the plan year 2023 filing to 266 in the plan year 2024 filing.
  • Usalliance Federal Credit Union 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 136256810 · Usalliance Federal Credit Union PY 2024 · 401(k)

Usalliance Federal Credit Union 401(k) Plan · $35M · 266 · 80th

  • PART $35M
  • PART 266
  • PART 80th
  • PART 401(k)
  • PART near Solution Design Group 401(k) Profit Sharing Plan
  • PART ind #5849

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 New York →

Usalliance Federal Credit Union 401(k) Plan in the asset neighbourhood

Usalliance Federal Credit Union 401(k) PlanUsalliance Federal Credit Un…$35MSolution Design Group 401(k) Profit Sharing PlanSolution Design Group 401(k)…$35MEnprotech Industrial Technologies, LLC 401(k) PlanEnprotech Industrial Technol…$35MAssociated Skin Care Specialists, P.a. 401(k) Profit Sharing PlanAssociated Skin Care Special…$35MTreanor Inc. 401(k) Profit Sharing PlanTreanor Inc. 401(k) Profit S…$35M
End-of-year total assets ($M) among Usalliance Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN136256810
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Usalliance Federal Credit Union)

Sponsor-wide plan assets over time

All Usalliance Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 36.422606091646756% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26M $35.4M ▲ +36.4%
Year Plans Participants Total Assets
2022 1 245 $26M
2023 1 239 $31M
2024 1 266 $35M

Nearby 401(k) Plans in New York

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

Usalliance Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Usalliance Federal Credit Union 401(k) Plan, Total assets ($B): 0.035418052 · Participants: 266Usalliance Federal Credit Union 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Usalliance Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Usalliance Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Solution Design Group 401(k) Profit Sharing Plan in MN ($35M); by covered participants it is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (266 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Usalliance Federal Credit Union 401(k) Plan assets move in 2024? ▼
Usalliance Federal Credit Union 401(k) Plan grew at a solid clip - up 14.8% during 2024, from $31M to $35M. Reported net income was $5M.
How have Usalliance Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Usalliance Federal Credit Union's sponsor-wide assets grew 36.4%, from $26M to $35M.
Where does Usalliance Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Usalliance Federal Credit Union 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Usalliance Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solution Design Group 401(k) Profit Sharing Plan in MN ($35M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Usalliance Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Full-O-Pep Appliances, Inc. 401(k) Savings Plan in IN (266 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 136256810.

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.