Assets by plan
Share of aggregate retirement assets
Filings through .
University Bancorp
EIN 38-2929531financial servicesLatest filing 2025
Plans
2
Retirement
2
$43.3M assets
Health & Benefits
0
Participants
1,260
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $43.3M assets / 1,260 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
UNIVERSITY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN
401(k)
Assets$41.5M
Participants742
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
UNIVERSITY BANCORP CASH BALANCE PENSION PLAN
Cash balance
Assets$1.8M
Participants518
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | UNIVERSITY BANCORP, INC. EMPLOYEE STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN | 401(k) | $41.5M | 742 | 2025 |
| #003 | UNIVERSITY BANCORP CASH BALANCE PENSION PLAN | Cash balance | $1.8M | 518 | 2025 |
- #002 · 401(k) · 2025742
- #003 · Cash balance · 2025518
Retirement plans