401(k) · DOL Form 5500 · 2024

Universal 1 Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
55
Participants Small participant base
55th
Percentile by assets National rank
$175,517
Avg per participant Above avg balance/head
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Official DOL plan name: Universal 1 Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Universal 1 Credit Union, Inc. · Ohio · Finance & Insurance

$10M in assets, 55 participants

Universal 1 Credit Union, Inc.'s Universal 1 Credit Union, Inc. 401(k) Plan and Trust reported $10M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,324 in Finance & Insurance (8,549 peers)

Universal 1 Credit Union, Inc. multi-year trail

Universal 1 Credit Union, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Universal 1 Credit Union, Inc. 401(k) Plan and Trust at $10M / 55 participants.

#3,324
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY

Universal 1 Credit Union, Inc. 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Universal 1 Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$9,653,413 Top 45% higher than 55% 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

Universal 1 Credit Union, Inc. 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Universal 1 Credit Union, Inc. 401(k) Plan and Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Universal 1 Credit Union, Inc. 401(k) Plan and Trust reported net income rose from -$201K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Universal 1 Credit Union, Inc. 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Universal 1 Credit Union, Inc. 401(k) Plan and Trust reported participants fell from 61 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 310387145 · Universal 1 Credit Union, Inc. PY 2024 · 401(k)

Universal 1 Credit Union, Inc. 401(k) Plan and Trust · $10M · 55 · 55th

  • EIN $10M
  • EIN 55
  • EIN 55th
  • EIN 401(k)
  • EIN near Regional Telecom Services Associates, LLC 401(k) Plan
  • EIN ind #3324

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 Ohio →

Universal 1 Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood

Universal 1 Credit Union, Inc. 401(k) Plan and TrustUniversal 1 Credit Union, In…$10MRegional Telecom Services Associates, LLC 401(k) PlanRegional Telecom Services As…$10MParagon Legal Group LLC 401(k) PlanParagon Legal Group LLC 401(…$10MScarc, Inc. Retirement Plan$10MVericor Power Systems Savings PlanVericor Power Systems Saving…$10M
End-of-year total assets ($M) among Universal 1 Credit Union, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Universal 1 Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Universal 1 Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.84476097691679% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.48M $9.65M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 57 $8M
2023 1 61 $8M
2024 1 55 $10M

Universal 1 Credit Union, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN310387145
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Universal 1 Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Universal 1 Credit Union, Inc. 401(k) Plan and Trust, Total assets ($B): 0.009653413 · Participants: 55Universal 1 Credit Union, Inc. 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Universal 1 Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Universal 1 Credit Union, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Universal 1 Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Regional Telecom Services Associates, LLC 401(k) Plan in GA ($10M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Universal 1 Credit Union, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Universal 1 Credit Union, Inc. 401(k) Plan and Trust grew sharply - up 16.6% during 2024, from $8M to $10M. Reported net income was $1M.
How have Universal 1 Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Universal 1 Credit Union, Inc.'s sponsor-wide assets grew 13.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Universal 1 Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Regional Telecom Services Associates, LLC 401(k) Plan in GA ($10M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Universal 1 Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 310387145.

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.