401(k) · DOL Form 5500 · 2024

Utilities Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
97
Participants Small participant base
73rd
Percentile by assets National rank
$239,508
Avg per participant Above avg balance/head
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Official DOL plan name: Utilities Employees Credit Union 401(k) Plan · Sponsored by Utilities Employees Credit Union · Pennsylvania · Finance & Insurance

$23M in assets, 97 participants

Utilities Employees Credit Union's Utilities Employees Credit Union 401(k) Plan reported $23M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,051 in Finance & Insurance (8,549 peers)

Utilities Employees Credit Union multi-year trail

Utilities Employees Credit Union's plans moved +41.3% in assets from 2022 to 2024; this filing shows Utilities Employees Credit Union 401(k) Plan at $23M / 97 participants.

#5,051
in Finance & Insurance (8,549 peers)
+22.4%
assets growth YoY

Utilities Employees Credit Union 401(k) Plan's outsized position by total assets

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

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

$23,232,298 Top 27% higher than 73% 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

Utilities Employees Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Utilities Employees Credit Union 401(k) Plan is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Utilities Employees Credit Union 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Utilities Employees Credit Union 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Utilities Employees Credit Union 401(k) Plan reported participants rose from 95 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 231278971 · Utilities Employees Credit Union PY 2024 · 401(k)

Utilities Employees Credit Union 401(k) Plan · $23M · 97 · 73rd

  • EOY $23M
  • EOY 97
  • EOY 73rd
  • EOY 401(k)
  • EOY near The Detroit Institute of Arts 401(k) Plan
  • EOY ind #5051

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 Pennsylvania →

Utilities Employees Credit Union 401(k) Plan in the asset neighbourhood

Mbl (USA) Corporation 401(k) Savings PlanMbl (USA) Corporation 401(k)…$23MMckeever Enterprises, Inc. 401(k) Retirement PlanMckeever Enterprises, Inc. 4…$23MUtilities Employees Credit Union 401(k) PlanUtilities Employees Credit U…$23MThe Detroit Institute of Arts 401(k) PlanThe Detroit Institute of Art…$23MOrthopaedic Clinic of Daytona Beach, P.a. 401(k) Profit Sharing PlanOrthopaedic Clinic of Dayton…$23M
End-of-year total assets ($M) among Utilities Employees Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utilities Employees Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Utilities Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 41.28615211565271% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.4M $23.2M ▲ +41.3%
Year Plans Participants Total Assets
2022 1 93 $16M
2023 1 95 $19M
2024 1 97 $23M

Utilities Employees Credit Union filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN231278971
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Utilities Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Utilities Employees Credit Union 401(k) Plan, Total assets ($B): 0.023232298 · Participants: 97Utilities Employees Credit Union 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Utilities Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Utilities Employees Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is The Detroit Institute of Arts 401(k) Plan in MI ($23M); by covered participants it is Employee Benefit Plan of Suburban Access, Inc. in IL (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Utilities Employees Credit Union 401(k) Plan assets move in 2024? ▼
Utilities Employees Credit Union 401(k) Plan grew sharply - up 22.4% during 2024, from $19M to $23M. Reported net income was $4M.
How have Utilities Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Utilities Employees Credit Union's sponsor-wide assets grew 41.3%, from $16M to $23M.
Which 401(k) plans are similar in size to Utilities Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Detroit Institute of Arts 401(k) Plan in MI ($23M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Utilities Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Suburban Access, Inc. in IL (97 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 231278971.

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.