401(k) · DOL Form 5500 · 2024

University Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$127M
Total assets Near avg plan size
793
Participants Near avg headcount
92nd
Percentile by assets National rank
$159,695
Avg per participant Above avg balance/head
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Official DOL plan name: University Federal Credit Union 401(k) Profit Sharing Plan · Sponsored by University Federal Credit Union · Texas · Finance & Insurance

$127M in assets, 793 participants

University Federal Credit Union's University Federal Credit Union 401(k) Profit Sharing Plan reported $127M in total assets and 793 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,483 in Finance & Insurance (8,549 peers)

Where University Federal Credit Union 401(k) Profit Sharing Plan sits by assets

University Federal Credit Union 401(k) Profit Sharing Plan sits in the top 10% of all filed plans by assets, $127M for 793 participants (~$159,695/participant), up 15.9% in 2024.

#7,483
in Finance & Insurance (8,549 peers)
+15.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

University Federal Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

University Federal Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$126,638,194 Top 8% higher than 92% 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

University Federal Credit Union 401(k) Profit Sharing 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 Federal Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (793 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • University Federal Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $109M in the plan year 2023 filing to $127M in the plan year 2024 filing.
  • University Federal Credit Union 401(k) Profit Sharing Plan reported net income fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • University Federal Credit Union 401(k) Profit Sharing Plan reported participants fell from 807 in the plan year 2023 filing to 793 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 741160132 · University Federal Credit Union PY 2024 · 401(k)

University Federal Credit Union 401(k) Profit Sharing Plan · $127M · 793 · 92nd

  • PART $127M
  • TYPE 793
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Wunderlich-Malec Engineering, Inc. Profit Sharing and Salary Reduction Plan
  • BOY ind #7483

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 →

University Federal Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Motion Recruitment Partners, LLC 401(k) PlanMotion Recruitment Partners,…$127MWunderlich-Malec Engineering, Inc. Profit Sharing and Salary Reduction PlanWunderlich-Malec Engineering…$127MUniversity Federal Credit Union 401(k) Profit Sharing PlanUniversity Federal Credit Un…$127MRtx Puerto Rico Savings Plan$127MThe Odom Corporation Salary Savings Plan and TrustThe Odom Corporation Salary …$127M
End-of-year total assets ($M) among University Federal Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$127M
Net Income$17M
Employer EIN741160132
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (University Federal Credit Union)

Sponsor-wide plan assets over time

All University Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$127M 42.95631416701022% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $88.6M $127M ▲ +43.0%
Year Plans Participants Total Assets
2022 1 749 $89M
2023 1 807 $109M
2024 1 793 $127M

Nearby 401(k) Plans in Texas

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

University Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants University Federal Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.126638194 · Participants: 793University Federal Credit Union 401(k) Profit Sharing 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
University Federal Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare University Federal Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

University Federal Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Wunderlich-Malec Engineering, Inc. Profit Sharing and Salary Reduction Plan in MN ($127M); by covered participants it is Hannah Motor Co., Inc. 401(k) Plan in WA (793 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (793 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 University Federal Credit Union 401(k) Profit Sharing Plan assets move in 2024? ▼
University Federal Credit Union 401(k) Profit Sharing Plan grew sharply - up 15.9% during 2024, from $109M to $127M. Reported net income was $17M.
How have University Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), University Federal Credit Union's sponsor-wide assets grew 43.0%, from $89M to $127M.
Where does University Federal Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
University Federal Credit Union 401(k) Profit Sharing Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to University Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wunderlich-Malec Engineering, Inc. Profit Sharing and Salary Reduction Plan in MN ($127M, 599 participants).
Which 401(k) plans cover a similar participant headcount to University Federal Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hannah Motor Co., Inc. 401(k) Plan in WA (793 participants, $44M 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 741160132.

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.