401(k) · DOL Form 5500 · 2022

Hudson Valley Credit Union 401(k) Plan

Data updated 2026-08-11

$64M
Total assets
773
Participants
90th
Percentile by assets
$82,935
Avg per participant
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Official DOL plan name: Hvcu 401(k) Plan · Sponsored by Hudson Valley Credit Union · New York · Finance & Insurance

$64M in assets, 773 participants

Hudson Valley Credit Union's Hvcu 401(k) Plan reported $64M in total assets and 773 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #7,759 in Finance & Insurance (9,261 peers)

Where Hvcu 401(k) Plan sits by assets

Hvcu 401(k) Plan sits in the top 10% of all filed plans by assets, $64M for 773 participants (~$82,935/participant), down 13.4% in 2022.

$64M
total plan assets (2022 EOY)
773
covered participants
90th
percentile by assets (of 139,126 plans)
$82,935
avg assets per participant

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Hvcu 401(k) Plan sits by total assets

Hvcu 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$64,108,678 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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 2022

State
New York
Industry
Finance & Insurance

Hvcu 401(k) Plan vs the 2022 asset distribution

By assets, Hvcu 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$64M
Net Income-$10M
Employer EIN141471439
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hudson Valley Credit Union)

$60M$70M$80M$90M$100M 202220232024 $64.1M $93.5M ▲ +45.9%
Total plan assets by year, all Hudson Valley Credit Union plans on file
Year Plans Participants Total Assets
2022 1 773 $64M
2023 1 852 $79M
2024 1 933 $94M

Nearby 401(k) Plans in New York

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

Hvcu 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Hvcu 401(k) Plan, Total assets ($B): 0.064108678 · Participants: 773Hvcu 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k…, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k…The Pepsico Savings …, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings …Deloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 40…, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 40…
Hvcu 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hvcu 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Hvcu 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Hvcu 401(k) Plan assets move in 2022? ▼
Hvcu 401(k) Plan pulled back noticeably - down 13.4% during 2022, from $74M to $64M. Reported net income was -$10M.
How have Hudson Valley Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hudson Valley Credit Union's sponsor-wide assets grew 45.9%, from $64M to $94M.
Where does Hvcu 401(k) Plan rank by assets among Form 5500 filers? ▼
Hvcu 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hvcu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sweetwater 401(k) and Profit Sharing Plan in IN ($64M, 1,936 participants).

Next read for Hvcu 401(k) Plan

Scale reading

Ways to act on Hvcu 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141471439.

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.