401(k) · DOL Form 5500 · 2024
University Bancorp, Inc. 401(k) Plan
Data updated 2026-08-25
- $36M
- Total assets Below avg plan size
- 456
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $78,759
- Avg per participant Below avg balance/head
Official DOL plan name: University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan · Sponsored by University Bancorp, Inc. · Michigan · Finance & Insurance
$36M in assets, 456 participants
University Bancorp, Inc.'s University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan reported $36M in total assets and 456 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.
- #5,877 in Finance & Insurance (8,549 peers)
Where University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan sits by assets
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan sits in the top quartile of all filed plans by assets, $36M for 456 participants (~$78,759/participant), up 19.9% in 2024.
- #5,877
- in Finance & Insurance (8,549 peers)
- +19.9%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan's outsized position by total assets
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$35,914,069 Top 20% higher than 80% 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
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings 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. University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan sits mid-pack in the medium band (456 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan end-of-year assets rose from $30M in the plan year 2023 filing to $36M in the plan year 2024 filing.
- University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan reported participants fell from 486 in the plan year 2023 filing to 456 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 382929531 · University Bancorp, Inc. PY 2024 · 401(k)
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan · $36M · 456 · 80th
- EOY $36M
- 5500 456
- ASSETS 80th
- PCT 401(k)
- EIN near Leamington Co. and Affiliated Employers 401(k) Plan
- RANK ind #5877
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 Michigan →
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | $6M |
| Employer EIN | 382929531 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University Bancorp, Inc.)
Sponsor-wide plan assets over time
All University Bancorp, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 41.953717184975524% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 501 | $25M |
| 2023 | 1 | 486 | $30M |
| 2024 | 1 | 456 | $36M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
University Bancorp, Inc. Employee Stock Ownership and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Leamington Co. and Affiliated Employers 401(k) Plan in MN ($36M); by covered participants it is Yorktown Systems Group 401(k) Plan in AL (456 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($36M here).
Similar participant headcount
Nearest other-state filings by covered participants (456 participants); asset peers above are excluded.
- Yorktown Systems Group 401(k) Plan (AL) 456 · 0 off
- Tradition America Holdings, Inc. 401(k) Plan (NY) 456 · 0 off
- Rycon Construction 401(k) Plan (PA) 456 · 0 off
- Dataiku Inc. 401(k) Plan (NY) 456 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.