401(k) · DOL Form 5500 · 2024
University of Wisconsin Credit Union 401(k) Plan
Data updated 2026-08-25
- $144M
- Total assets Near avg plan size
- 908
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $158,810
- Avg per participant Above 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
$144M in assets, 908 participants
University of Wisconsin Credit Union's Univ of Wi Cu Retirement Savings Plan and Trust reported $144M in total assets and 908 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,568 in Finance & Insurance (8,549 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, $144M for 908 participants (~$158,810/participant), up 21.9% in 2024.
- #7,568
- in Finance & Insurance (8,549 peers)
- +21.9%
- assets growth YoY
- 1.4×
- 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 2024 · DOL Form 5500
$144,199,249 Top 7% higher than 93% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Univ of Wi Cu Retirement Savings Plan and Trust 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. Univ of Wi Cu Retirement Savings Plan and Trust sits mid-pack in the medium band (908 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Univ of Wi Cu Retirement Savings Plan and Trust end-of-year assets rose from $118M in the plan year 2023 filing to $144M in the plan year 2024 filing.
- Univ of Wi Cu Retirement Savings Plan and Trust reported participants rose from 854 in the plan year 2023 filing to 908 in the plan year 2024 filing.
- Univ of Wi Cu Retirement Savings Plan and Trust reported net income rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 390671465 · University of Wisconsin Credit Union PY 2024 · 401(k)
Univ of Wi Cu Retirement Savings Plan and Trust · $144M · 908 · 93rd
- RANK $144M
- RANK 908
- RANK 93rd
- RANK 401(k)
- RANK near The Container Store, Inc. 401(k) Plan
- RANK ind #7568
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 (2024)
| Total Assets (Beginning of Year) | $118M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $26M |
| 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 $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
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 Container Store, Inc. 401(k) Plan in TX ($144M); by covered participants it is Jackson Furniture Industries, Inc Retirement Plan in TN (908 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- The Container Store, Inc. 401(k) Plan (TX) $144M · 4,141
- Rockefeller Group International, Inc. Incentive Savings Plan (NY) $144M · 185
- Wyoming Machinery Company Profit Sharing 401(k) Plan (WY) $144M · 741
- Staffmark Group, LLC 401(k) Plan (OH) $144M · 1,933
Similar participant headcount
Nearest other-state filings by covered participants (908 participants); asset peers above are excluded.
- Jackson Furniture Industries, Inc Retirement Plan (TN) 908 · 0 off
- Heritage Hr LLC 401(k) Profit Sharing Plan (NE) 908 · 0 off
- Alkami Technology, Inc. 401(k) Plan (TX) 908 · 0 off
- Henderson Companies, Inc. 401(k)Plan & Trust (KS) 908 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.