Up State Federal Credit Union
Plan context: Up State Federal Credit Union 401K Plan
EIN 15-0542361 • Rome, NY • 49 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
418
2024 Assets
$36,881,498
2024 Contributions
$3,652,913
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 418 | $36,881,498 | $3,652,913 | $8,739iApproximate average salary by contribution assumption: employee only about $218,476 at 4% or $145,650 at 6%; with 50% employer match about $145,650 at 4% or $97,100 at 6%; with 100% employer match about $109,238 at 4% or $72,825 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 418 | $36,881,498 | $3,652,913 | $8,739iApproximate average salary by contribution assumption: employee only about $218,476 at 4% or $145,650 at 6%; with 50% employer match about $145,650 at 4% or $97,100 at 6%; with 100% employer match about $109,238 at 4% or $72,825 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 416 | - | - | - |
| 2023 | 2 | 416 | $34,097,673 | $3,338,845 | $8,026iApproximate average salary by contribution assumption: employee only about $200,652 at 4% or $133,768 at 6%; with 50% employer match about $133,768 at 4% or $89,179 at 6%; with 100% employer match about $100,326 at 4% or $66,884 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 416 | $34,097,673 | $3,338,845 | $8,026iApproximate average salary by contribution assumption: employee only about $200,652 at 4% or $133,768 at 6%; with 50% employer match about $133,768 at 4% or $89,179 at 6%; with 100% employer match about $100,326 at 4% or $66,884 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 272 | - | - | - |
| 2022 | 1 | 409 | $29,566,168 | $3,146,520 | $7,693iApproximate average salary by contribution assumption: employee only about $192,330 at 4% or $128,220 at 6%; with 50% employer match about $128,220 at 4% or $85,480 at 6%; with 100% employer match about $96,165 at 4% or $64,110 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 409 | $29,566,168 | $3,146,520 | $7,693iApproximate average salary by contribution assumption: employee only about $192,330 at 4% or $128,220 at 6%; with 50% employer match about $128,220 at 4% or $85,480 at 6%; with 100% employer match about $96,165 at 4% or $64,110 at 6%. |
| 2021 | 2 | 364 | $35,161,389 | $2,724,511 | $7,485iApproximate average salary by contribution assumption: employee only about $187,123 at 4% or $124,749 at 6%; with 50% employer match about $124,749 at 4% or $83,166 at 6%; with 100% employer match about $93,562 at 4% or $62,374 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 364 | $35,161,389 | $2,724,511 | $7,485iApproximate average salary by contribution assumption: employee only about $187,123 at 4% or $124,749 at 6%; with 50% employer match about $124,749 at 4% or $83,166 at 6%; with 100% employer match about $93,562 at 4% or $62,374 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 285 | - | - | - |
| 2020 | 2 | 327 | $29,287,989 | $2,208,979 | $6,755iApproximate average salary by contribution assumption: employee only about $168,882 at 4% or $112,588 at 6%; with 50% employer match about $112,588 at 4% or $75,059 at 6%; with 100% employer match about $84,441 at 4% or $56,294 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 327 | $29,287,989 | $2,208,979 | $6,755iApproximate average salary by contribution assumption: employee only about $168,882 at 4% or $112,588 at 6%; with 50% employer match about $112,588 at 4% or $75,059 at 6%; with 100% employer match about $84,441 at 4% or $56,294 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 276 | - | - | - |
| 2019 | 2 | 319 | $24,886,038 | $2,093,233 | $6,562iApproximate average salary by contribution assumption: employee only about $164,046 at 4% or $109,364 at 6%; with 50% employer match about $109,364 at 4% or $72,910 at 6%; with 100% employer match about $82,023 at 4% or $54,682 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 319 | $24,886,038 | $2,093,233 | $6,562iApproximate average salary by contribution assumption: employee only about $164,046 at 4% or $109,364 at 6%; with 50% employer match about $109,364 at 4% or $72,910 at 6%; with 100% employer match about $82,023 at 4% or $54,682 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 231 | - | - | - |
| 2018 | 2 | 318 | $19,700,644 | $2,055,085 | $6,463iApproximate average salary by contribution assumption: employee only about $161,563 at 4% or $107,709 at 6%; with 50% employer match about $107,709 at 4% or $71,806 at 6%; with 100% employer match about $80,782 at 4% or $53,854 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 318 | $19,700,644 | $2,055,085 | $6,463iApproximate average salary by contribution assumption: employee only about $161,563 at 4% or $107,709 at 6%; with 50% employer match about $107,709 at 4% or $71,806 at 6%; with 100% employer match about $80,782 at 4% or $53,854 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 224 | - | - | - |
| 2017 | 2 | 307 | $21,299,482 | $1,846,938 | $6,016iApproximate average salary by contribution assumption: employee only about $150,402 at 4% or $100,268 at 6%; with 50% employer match about $100,268 at 4% or $66,845 at 6%; with 100% employer match about $75,201 at 4% or $50,134 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 307 | $21,299,482 | $1,846,938 | $6,016iApproximate average salary by contribution assumption: employee only about $150,402 at 4% or $100,268 at 6%; with 50% employer match about $100,268 at 4% or $66,845 at 6%; with 100% employer match about $75,201 at 4% or $50,134 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 249 | - | - | - |
| 2016 | 2 | 300 | $18,056,598 | $1,614,782 | $5,383iApproximate average salary by contribution assumption: employee only about $134,565 at 4% or $89,710 at 6%; with 50% employer match about $89,710 at 4% or $59,807 at 6%; with 100% employer match about $67,283 at 4% or $44,855 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 300 | $18,056,598 | $1,614,782 | $5,383iApproximate average salary by contribution assumption: employee only about $134,565 at 4% or $89,710 at 6%; with 50% employer match about $89,710 at 4% or $59,807 at 6%; with 100% employer match about $67,283 at 4% or $44,855 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 221 | - | - | - |
| 2015 | 2 | 295 | $16,947,338 | $1,739,489 | $5,897iApproximate average salary by contribution assumption: employee only about $147,414 at 4% or $98,276 at 6%; with 50% employer match about $98,276 at 4% or $65,517 at 6%; with 100% employer match about $73,707 at 4% or $49,138 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 289 | $16,947,338 | $1,739,489 | $6,019iApproximate average salary by contribution assumption: employee only about $150,475 at 4% or $100,317 at 6%; with 50% employer match about $100,317 at 4% or $66,878 at 6%; with 100% employer match about $75,237 at 4% or $50,158 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 295 | - | - | - |
| 2014 | 2 | 277 | $15,969,771 | $1,505,480 | $5,435iApproximate average salary by contribution assumption: employee only about $135,874 at 4% or $90,582 at 6%; with 50% employer match about $90,582 at 4% or $60,388 at 6%; with 100% employer match about $67,937 at 4% or $45,291 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 272 | $15,969,771 | $1,505,480 | $5,535iApproximate average salary by contribution assumption: employee only about $138,371 at 4% or $92,248 at 6%; with 50% employer match about $92,248 at 4% or $61,498 at 6%; with 100% employer match about $69,186 at 4% or $46,124 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 277 | - | - | - |
| 2013 | 2 | 282 | $14,212,079 | $1,444,696 | $5,123iApproximate average salary by contribution assumption: employee only about $128,076 at 4% or $85,384 at 6%; with 50% employer match about $85,384 at 4% or $56,923 at 6%; with 100% employer match about $64,038 at 4% or $42,692 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 281 | $14,212,079 | $1,444,696 | $5,141iApproximate average salary by contribution assumption: employee only about $128,532 at 4% or $85,688 at 6%; with 50% employer match about $85,688 at 4% or $57,125 at 6%; with 100% employer match about $64,266 at 4% or $42,844 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 282 | - | - | - |
| 2012 | 2 | 269 | $10,994,426 | $1,425,761 | $5,300iApproximate average salary by contribution assumption: employee only about $132,506 at 4% or $88,337 at 6%; with 50% employer match about $88,337 at 4% or $58,891 at 6%; with 100% employer match about $66,253 at 4% or $44,169 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 266 | $10,994,426 | $1,425,761 | $5,360iApproximate average salary by contribution assumption: employee only about $134,000 at 4% or $89,333 at 6%; with 50% employer match about $89,333 at 4% or $59,556 at 6%; with 100% employer match about $67,000 at 4% or $44,667 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 269 | - | - | - |
| 2011 | 1 | 239 | $8,784,115 | $1,088,194 | $4,553iApproximate average salary by contribution assumption: employee only about $113,828 at 4% or $75,885 at 6%; with 50% employer match about $75,885 at 4% or $50,590 at 6%; with 100% employer match about $56,914 at 4% or $37,943 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 239 | $8,784,115 | $1,088,194 | $4,553iApproximate average salary by contribution assumption: employee only about $113,828 at 4% or $75,885 at 6%; with 50% employer match about $75,885 at 4% or $50,590 at 6%; with 100% employer match about $56,914 at 4% or $37,943 at 6%. |
| 2010 | 2 | 233 | $8,018,669 | $965,667 | $4,144iApproximate average salary by contribution assumption: employee only about $103,612 at 4% or $69,075 at 6%; with 50% employer match about $69,075 at 4% or $46,050 at 6%; with 100% employer match about $51,806 at 4% or $34,537 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 233 | $8,018,669 | $965,667 | $4,144iApproximate average salary by contribution assumption: employee only about $103,612 at 4% or $69,075 at 6%; with 50% employer match about $69,075 at 4% or $46,050 at 6%; with 100% employer match about $51,806 at 4% or $34,537 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 200 | - | - | - |
| 2009 | 2 | 260 | $6,621,306 | $960,389 | $3,694iApproximate average salary by contribution assumption: employee only about $92,345 at 4% or $61,563 at 6%; with 50% employer match about $61,563 at 4% or $41,042 at 6%; with 100% employer match about $46,173 at 4% or $30,782 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 260 | $6,621,306 | $960,389 | $3,694iApproximate average salary by contribution assumption: employee only about $92,345 at 4% or $61,563 at 6%; with 50% employer match about $61,563 at 4% or $41,042 at 6%; with 100% employer match about $46,173 at 4% or $30,782 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 220 | - | - | - |
| 2008 | 2 | 339 | $0 | $0 | - |
| Up State Federal Credit Union 401K Plan | - | 247 | - | - | - |
| Americu Credit Union Health and Welfare Plan | - | 339 | - | - | - |
| 2007 | 2 | 232 | $5,962,114 | $774,681 | $3,339iApproximate average salary by contribution assumption: employee only about $83,479 at 4% or $55,652 at 6%; with 50% employer match about $55,652 at 4% or $37,102 at 6%; with 100% employer match about $41,739 at 4% or $27,826 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 232 | $5,962,114 | $774,681 | $3,339iApproximate average salary by contribution assumption: employee only about $83,479 at 4% or $55,652 at 6%; with 50% employer match about $55,652 at 4% or $37,102 at 6%; with 100% employer match about $41,739 at 4% or $27,826 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 182 | - | - | - |
| 2006 | 2 | 243 | $5,673,472 | $662,916 | $2,728iApproximate average salary by contribution assumption: employee only about $68,201 at 4% or $45,467 at 6%; with 50% employer match about $45,467 at 4% or $30,312 at 6%; with 100% employer match about $34,101 at 4% or $22,734 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 220 | $5,673,472 | $662,916 | $3,013iApproximate average salary by contribution assumption: employee only about $75,331 at 4% or $50,221 at 6%; with 50% employer match about $50,221 at 4% or $33,481 at 6%; with 100% employer match about $37,666 at 4% or $25,110 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 243 | - | - | - |
| 2005 | 2 | 222 | $4,683,680 | $592,285 | $2,668iApproximate average salary by contribution assumption: employee only about $66,699 at 4% or $44,466 at 6%; with 50% employer match about $44,466 at 4% or $29,644 at 6%; with 100% employer match about $33,349 at 4% or $22,233 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 217 | $4,683,680 | $592,285 | $2,729iApproximate average salary by contribution assumption: employee only about $68,236 at 4% or $45,490 at 6%; with 50% employer match about $45,490 at 4% or $30,327 at 6%; with 100% employer match about $34,118 at 4% or $22,745 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 222 | - | - | - |
| 2004 | 2 | 210 | $3,939,710 | $572,591 | $2,727iApproximate average salary by contribution assumption: employee only about $68,166 at 4% or $45,444 at 6%; with 50% employer match about $45,444 at 4% or $30,296 at 6%; with 100% employer match about $34,083 at 4% or $22,722 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 210 | $3,939,710 | $572,591 | $2,727iApproximate average salary by contribution assumption: employee only about $68,166 at 4% or $45,444 at 6%; with 50% employer match about $45,444 at 4% or $30,296 at 6%; with 100% employer match about $34,083 at 4% or $22,722 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 177 | - | - | - |
| 2003 | 2 | 228 | $3,110,939 | $596,756 | $2,617iApproximate average salary by contribution assumption: employee only about $65,434 at 4% or $43,623 at 6%; with 50% employer match about $43,623 at 4% or $29,082 at 6%; with 100% employer match about $32,717 at 4% or $21,811 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 228 | $3,110,939 | $596,756 | $2,617iApproximate average salary by contribution assumption: employee only about $65,434 at 4% or $43,623 at 6%; with 50% employer match about $43,623 at 4% or $29,082 at 6%; with 100% employer match about $32,717 at 4% or $21,811 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 202 | - | - | - |
| 2002 | 2 | 214 | $2,302,757 | $470,270 | $2,198iApproximate average salary by contribution assumption: employee only about $54,938 at 4% or $36,625 at 6%; with 50% employer match about $36,625 at 4% or $24,417 at 6%; with 100% employer match about $27,469 at 4% or $18,313 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 214 | $2,302,757 | $470,270 | $2,198iApproximate average salary by contribution assumption: employee only about $54,938 at 4% or $36,625 at 6%; with 50% employer match about $36,625 at 4% or $24,417 at 6%; with 100% employer match about $27,469 at 4% or $18,313 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 182 | - | - | - |
| 2001 | 2 | 196 | $2,378,945 | $443,957 | $2,265iApproximate average salary by contribution assumption: employee only about $56,627 at 4% or $37,751 at 6%; with 50% employer match about $37,751 at 4% or $25,168 at 6%; with 100% employer match about $28,314 at 4% or $18,876 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 175 | $2,378,945 | $443,957 | $2,537iApproximate average salary by contribution assumption: employee only about $63,422 at 4% or $42,282 at 6%; with 50% employer match about $42,282 at 4% or $28,188 at 6%; with 100% employer match about $31,711 at 4% or $21,141 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 196 | - | - | - |
| 2000 | 2 | 192 | $2,561,867 | $406,790 | $2,119iApproximate average salary by contribution assumption: employee only about $52,967 at 4% or $35,312 at 6%; with 50% employer match about $35,312 at 4% or $23,541 at 6%; with 100% employer match about $26,484 at 4% or $17,656 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 159 | $2,561,867 | $406,790 | $2,558iApproximate average salary by contribution assumption: employee only about $63,961 at 4% or $42,640 at 6%; with 50% employer match about $42,640 at 4% or $28,427 at 6%; with 100% employer match about $31,980 at 4% or $21,320 at 6%. |
| Americu Credit Union Health and Welfare Plan | - | 192 | - | - | - |
| 1999 | 1 | 147 | $2,751,741 | $340,225 | $2,314iApproximate average salary by contribution assumption: employee only about $57,861 at 4% or $38,574 at 6%; with 50% employer match about $38,574 at 4% or $25,716 at 6%; with 100% employer match about $28,931 at 4% or $19,287 at 6%. |
| Up State Federal Credit Union 401K Plan | - | 147 | $2,751,741 | $340,225 | $2,314iApproximate average salary by contribution assumption: employee only about $57,861 at 4% or $38,574 at 6%; with 50% employer match about $38,574 at 4% or $25,716 at 6%; with 100% employer match about $28,931 at 4% or $19,287 at 6%. |