401(k) · DOL Form 5500 · 2024

Union Square Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
130
Participants Small participant base
63rd
Percentile by assets National rank
$107,940
Avg per participant Below avg balance/head
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Official DOL plan name: Union Square Credit Union 401(k) Plan · Sponsored by Union Square Credit Union · Texas · Finance & Insurance

$14M in assets, 130 participants

Union Square Credit Union's Union Square Credit Union 401(k) Plan reported $14M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,018 in Finance & Insurance (8,549 peers)

Coverage in Texas

Union Square Credit Union 401(k) Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $14M.

#4,018
in Finance & Insurance (8,549 peers)
+8.4%
assets growth YoY

Union Square Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$14,032,181 Top 37% higher than 63% 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

Union Square 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. Union Square Credit Union 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Union Square Credit Union 401(k) Plan reported net income rose from $581K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Union Square Credit Union 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Union Square Credit Union 401(k) Plan reported participants rose from 128 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 750971964 · Union Square Credit Union PY 2024 · 401(k)

Union Square Credit Union 401(k) Plan · $14M · 130 · 63rd

  • TYPE $14M
  • NET 130
  • BOOK 63rd
  • VS-ST 401(k)
  • BOY near Greater Richmond Business, Inc. Cash or Deferral Profit Sharing Plan
  • SCH ind #4018

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 Texas →

Union Square Credit Union 401(k) Plan in the asset neighbourhood

Union Square Credit Union 401(k) PlanUnion Square Credit Union 40…$14MGreater Richmond Business, Inc. Cash or Deferral Profit Sharing PlanGreater Richmond Business, I…$14MUtah Cardiology, P.C. 401(k) Profit Sharing PlanUtah Cardiology, P.C. 401(k)…$14MHarada 401(k) Plan$14MSEIU Healthcare 1199nw 401(k) PlanSEIU Healthcare 1199nw 401(k…$14M
End-of-year total assets ($M) among Union Square Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN750971964
Plan Effective Date1966-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Union Square Credit Union)

Sponsor-wide plan assets over time

All Union Square Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.525629180499863% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 112 $12M
2023 1 128 $13M
2024 1 130 $14M

Nearby 401(k) Plans in Texas

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

Union Square Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Union Square Credit Union 401(k) Plan, Total assets ($B): 0.014032181 · Participants: 130Union Square Credit Union 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Union Square Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Union Square Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Greater Richmond Business, Inc. Cash or Deferral Profit Sharing Plan in VA ($14M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Union Square Credit Union 401(k) Plan assets move in 2024? ▼
Union Square Credit Union 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $13M to $14M. Reported net income was $1M.
How have Union Square Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Union Square Credit Union's sponsor-wide assets grew 13.5%, from $12M to $14M.
Which 401(k) plans are similar in size to Union Square Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Greater Richmond Business, Inc. Cash or Deferral Profit Sharing Plan in VA ($14M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Union Square Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 750971964.

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.