401(k) · DOL Form 5500 · 2022
Indiana University Credit Union 401(k) Plan
Data updated 2026-08-11
- $35M
- Total assets
- 164
- Participants
- 85th
- Percentile by assets
- $214,325
- Avg per participant
Official DOL plan name: Indiana University Credit Union 401(k) Plan · Sponsored by Indiana University Credit Union · Indiana · Finance & Insurance
$35M in assets, 164 participants
Indiana University Credit Union's Indiana University Credit Union 401(k) Plan reported $35M in total assets and 164 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #6,969 in Finance & Insurance (9,261 peers)
Coverage in Indiana
Indiana University Credit Union 401(k) Plan covers 164 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $35M.
- $35M
- total plan assets (2022 EOY)
- 164
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $214,325
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Indiana University Credit Union 401(k) Plan sits by total assets
Indiana University Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,149,262 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs Indiana filers
In Indiana, the average filing covers about 541 participants across 2,302 plans. Indiana University Credit Union 401(k) Plan reports 164 participants - about 30% of that state average ($35M EOY assets).
Indiana filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$8M |
| Employer EIN | 350987917 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Indiana University Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 164 | $35M |
| 2023 | 1 | 163 | $42M |
| 2024 | 1 | 171 | $51M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Indiana University Credit Union 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Indiana University Credit Union 401(k) Plan assets move in 2022? ▼
How have Indiana University Credit Union plan assets changed over time? ▼
Where does Indiana University Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Indiana University Credit Union 401(k) Plan? ▼
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Filing takeaways
Ways to act on Indiana University Credit Union 401(k) Plan's numbers.
- By total assets, Indiana University Credit Union 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
- Indiana University Credit Union's sponsor-wide assets have grown 45.7% since 2022 across 3 plan years on file. More Finance & Insurance plans