401(k) · DOL Form 5500 · 2024

Unify Financial Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
531
Participants Below avg headcount
87th
Percentile by assets National rank
$125,288
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Unify Financial Federal Credit Union 401(k) Plan · Sponsored by Unify Financial Federal Credit Union · Texas · Finance & Insurance

$67M in assets, 531 participants

Unify Financial Federal Credit Union's Unify Financial Federal Credit Union 401(k) Plan reported $67M in total assets and 531 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,845 in Finance & Insurance (8,549 peers)

Where Unify Financial Federal Credit Union 401(k) Plan sits by assets

Unify Financial Federal Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $67M for 531 participants (~$125,288/participant), up 11.5% in 2024.

#6,845
in Finance & Insurance (8,549 peers)
+11.5%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

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

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

$66,528,110 Top 13% higher than 87% 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

Unify Financial 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. Unify Financial Federal Credit Union 401(k) Plan sits mid-pack in the medium band (531 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Unify Financial Federal Credit Union 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Unify Financial Federal Credit Union 401(k) Plan end-of-year assets rose from $60M in the plan year 2023 filing to $67M in the plan year 2024 filing.
  • Unify Financial Federal Credit Union 401(k) Plan reported participants fell from 552 in the plan year 2023 filing to 531 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 346541032 · Unify Financial Federal Credit Union PY 2024 · 401(k)

Unify Financial Federal Credit Union 401(k) Plan · $67M · 531 · 87th

  • EBSA $67M
  • EBSA 531
  • EBSA 87th
  • EBSA 401(k)
  • EBSA near Sentinel Real Estate 401(k) Plan 401(k) Savings Plan
  • EBSA ind #6845

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 →

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

Moreton Companies Profit Sharing PlanMoreton Companies Profit Sha…$67MPremium Brands US Meats 401(k) PlanPremium Brands US Meats 401(…$67MUnify Financial Federal Credit Union 401(k) PlanUnify Financial Federal Cred…$67MSentinel Real Estate 401(k) Plan 401(k) Savings PlanSentinel Real Estate 401(k) …$67MThe Walton Electric Membership Corporation 401 K PlanThe Walton Electric Membersh…$67M
End-of-year total assets ($M) among Unify Financial Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$67M
Net Income$7M
Employer EIN346541032
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unify Financial Federal Credit Union)

Sponsor-wide plan assets over time

All Unify Financial Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$158M 21.63292838950567% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $158M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 845 $130M
2023 2 823 $147M
2024 2 780 $158M

Nearby 401(k) Plans in Texas

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

Unify Financial Federal 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 ($B) Participants Unify Financial Federal Credit Union 401(k) Plan, Total assets ($B): 0.06652811 · Participants: 531Unify Financial Federal 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
Unify Financial Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Unify Financial Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Unify Financial Federal 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 Sentinel Real Estate 401(k) Plan 401(k) Savings Plan in NY ($67M); by covered participants it is Tegra LLC 401(k) Savings & Investment Plan in VA (531 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (531 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 Unify Financial Federal Credit Union 401(k) Plan assets move in 2024? ▼
Unify Financial Federal Credit Union 401(k) Plan grew at a solid clip - up 11.5% during 2024, from $60M to $67M. Reported net income was $7M.
How have Unify Financial Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unify Financial Federal Credit Union's sponsor-wide assets grew 21.6%, from $130M to $158M.
Where does Unify Financial Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Unify Financial Federal Credit Union 401(k) Plan ranks in the 87th 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 Unify Financial Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sentinel Real Estate 401(k) Plan 401(k) Savings Plan in NY ($67M, 797 participants).
Which 401(k) plans cover a similar participant headcount to Unify Financial Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tegra LLC 401(k) Savings & Investment Plan in VA (531 participants, $7M 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 346541032.

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.