401(k)
2022 plan-year 401(k) DOL Form 5500

Alloya Corporate Federal Credit Union Savings Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by Alloya Corporate Federal Credit Union ยท Illinois ยท Finance & Insurance

What the 2023 filing shows

Alloya Corporate Federal Credit Union Savings Retirement Plan holds $56M for 160 participants - about $349,995 per participant, down 15.8% over the 2022 plan year.

$56M
total plan assets (2022 EOY)
160
covered participants
$349,995
avg assets per participant
-15.8%
assets change YoY

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

Total Assets (2023)
$56M
Participants
160
State
Industry
Finance & Insurance

What the Filing Says About Alloya Corporate Federal Credit Union Savings Retirement Plan

Alloya Corporate Federal Credit Union Savings Retirement Plan is a 401(k) retirement plan sponsored by Alloya Corporate Federal Credit Union, headquartered in Illinois. As of the 2022 Form 5500 filing, the plan reports $56M in total end-of-year assets and covers 160 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 452090875, and the plan has been effective since 2000-11-25. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $66M at the beginning of 2022 to $56M at year-end โ€” a decline of 15.8%. Net assets (after liabilities) closed the year at $56M, with reported net income of $-10,477,064 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$66M
Total Assets (End of Year)$56M
Net Assets (End of Year)$56M
Net Income$-10,477,064
Plan Type401(k)
Employer EIN452090875
Plan Effective Date2000-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Alloya Corporate Federal Credit Union)

Year Plans Participants Total Assets
2022 1 160 $56M
2023 1 165 $66M
2024 1 190 $75M

Nearby 401(k) Plans in Illinois

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

Frequently Asked Questions

How much money is in the Alloya Corporate Federal Credit Union Savings Retirement Plan?
As of the 2022 Form 5500 filing, Alloya Corporate Federal Credit Union Savings Retirement Plan holds $56M in total assets with 160 participants. It is sponsored by Alloya Corporate Federal Credit Union.
What type of plan is Alloya Corporate Federal Credit Union Savings Retirement Plan?
Alloya Corporate Federal Credit Union Savings Retirement Plan is a 401(k) plan. It has been effective since 2000-11-25. The plan is filed with the U.S. Department of Labor under EIN 452090875.
Who sponsors the Alloya Corporate Federal Credit Union Savings Retirement Plan?
Alloya Corporate Federal Credit Union Savings Retirement Plan is sponsored by Alloya Corporate Federal Credit Union, located in Illinois. The sponsor's EIN is 452090875 and the plan operates in the Finance & Insurance industry.
How did Alloya Corporate Federal Credit Union Savings Retirement Plan perform in 2022?
Alloya Corporate Federal Credit Union Savings Retirement Plan declined by 15.8% during 2022, moving from $66M to $56M in total assets. Net income was $-10,477,064.
Where can I find official filings for Alloya Corporate Federal Credit Union Savings Retirement Plan?
Official Form 5500 filings for Alloya Corporate Federal Credit Union Savings Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 452090875 or plan name at efast.dol.gov.
How does Alloya Corporate Federal Credit Union Savings Retirement Plan compare to other plans?
You can compare Alloya Corporate Federal Credit Union Savings Retirement Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 452090875.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.