Assets by plan
Share of aggregate retirement assets
71%top
Sponsor portfolioTH
UNITED CREDIT UNION
EIN 75-0751106bankingLatest filing 2025
Plans
2
Retirement
2
$923K assets
Welfare
0
Participants
10
4901 OLD JACKSONVILLE HWY - TYLER, TX 757033373903-595-3604unitedcu.coopLinkedIn1-10 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $923K assets / 10 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNITED CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
TraditionalDB
Assets$651K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
UNITED CREDIT UNION 401(K) PLAN
401k
Assets$272K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | TraditionalDB | $651K | 3 | 2024 | |
| 002 | UNITED CREDIT UNION 401(K) PLAN | 401k | $272K | 7 | 2025 |
Retirement plans