401(k) · DOL Form 5500 · 2022

Hudson Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
773
Participants Near avg headcount
90th
Percentile by assets National rank
$82,935
Avg per participant Below avg balance/head
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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.

  • #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.

#7,759
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Hvcu 401(k) Plan's outsized position 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 $2,050,000,000 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 2022

Hvcu 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hvcu 401(k) Plan sits mid-pack in the medium band (773 participants).

DOL schedule card

Filing strip 141471439 · Hudson Valley Credit Union PY 2022 · 401(k)

Hvcu 401(k) Plan · $64M · 773 · 90th

  • PCT $64M
  • EIN 773
  • RANK 90th
  • PHOTO 401(k)
  • IND near Sweetwater 401(k) and Profit Sharing Plan
  • EOY ind #7759

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 New York →

Hvcu 401(k) Plan in the asset neighbourhood

Tt Electronics 401(k) Retirement PlanTt Electronics 401(k) Retire…$64MHvcu 401(k) Plan$64MSweetwater 401(k) and Profit Sharing PlanSweetwater 401(k) and Profit…$64MTechmer Pm, LLC 401(k) Profit Sharing PlanTechmer Pm, LLC 401(k) Profi…$64MCambridge Bancorp Savings Investment PlanCambridge Bancorp Savings In…$64M
End-of-year total assets ($M) among Hvcu 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Hudson Valley Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$94M 45.87697940051111% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $64.1M $93.5M ▲ +45.9%
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 ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
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 →

Hvcu 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sweetwater 401(k) and Profit Sharing Plan in IN ($64M); by covered participants it is Companions & Homemakers 401(k) Plan in CT (773 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (773 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Hvcu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Companions & Homemakers 401(k) Plan in CT (773 participants, N/A in assets).

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.