401(k) · DOL Form 5500 · 2022
Oucu Financial Credit Union Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 74th
- Percentile by assets National rank
- $149,756
- Avg per participant Above avg balance/head
Official DOL plan name: Oucu Financial Credit Union 401(k) Plan · Sponsored by Oucu Financial Credit Union Inc. · Ohio · Finance & Insurance
$16M in assets, 108 participants
Oucu Financial Credit Union Inc.'s Oucu Financial Credit Union 401(k) Plan reported $16M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.
- #5,484 in Finance & Insurance (9,261 peers)
Coverage in Ohio
Oucu Financial Credit Union 401(k) Plan covers 108 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $16M.
- #5,484
- in Finance & Insurance (9,261 peers)
- -9.6%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Oucu Financial Credit Union 401(k) Plan's outsized position by total assets
Oucu Financial Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$16,173,671 Top 26% higher than 74% 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
Oucu Financial Credit Union 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. Oucu Financial Credit Union 401(k) Plan sits mid-pack in the medium band (108 participants).
DOL schedule card
Filing strip 316040060 · Oucu Financial Credit Union Inc. PY 2022 · 401(k)
Oucu Financial Credit Union 401(k) Plan · $16M · 108 · 74th
- EBSA $16M
- PART 108
- TYPE 74th
- NET 401(k)
- BOOK near Midlands Packaging Corp 401(k) Profit Sharing Plan
- VS-ST ind #5484
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 Ohio →
Oucu Financial Credit Union 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$2M |
| Employer EIN | 316040060 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oucu Financial Credit Union Inc.)
Sponsor-wide plan assets over time
All Oucu Financial Credit Union Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 22.308887079500998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $16M |
| 2023 | 1 | 105 | $19M |
| 2024 | 1 | 111 | $20M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Oucu Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Midlands Packaging Corp 401(k) Profit Sharing Plan in NE ($16M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Midlands Packaging Corp 401(k) Profit Sharing Plan (NE) $16M · 144
- Pointe Group Care 401(k) Plan (MA) $16M · 1,108
- R.H. Peterson Co. 401(k) Retirement Plan (CA) $16M · 258
- Ngp Management, LLC 401(k) Plan (MA) $16M · 815
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Holman Professional Counseling 401(k) Plan (CA) 108 · 0 off
- Ginsburg Development Companies LLC & Affiliates 401(k) Plan (NY) 108 · 0 off
- Putnam Ridge 401(k) Retirement Plan (NY) 108 · 0 off
- Newmark Homes 401(k) Plan (TX) 108 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.