401(k) · DOL Form 5500 · 2022

Bellco Credit Union 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
328
Participants Below avg headcount
85th
Percentile by assets National rank
$106,835
Avg per participant Below avg balance/head
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Official DOL plan name: Bellco Credit Union 401(k) Salary Reduction Plan · Sponsored by Bellco Credit Union · Colorado · Finance & Insurance

$35M in assets, 328 participants

Bellco Credit Union's Bellco Credit Union 401(k) Salary Reduction Plan reported $35M in total assets and 328 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.

  • #6,961 in Finance & Insurance (9,261 peers)

Where Bellco Credit Union 401(k) Salary Reduction Plan sits by assets

Bellco Credit Union 401(k) Salary Reduction Plan sits in the top quartile of all filed plans by assets, $35M for 328 participants (~$106,835/participant), down 16.5% in 2022.

#6,961
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellco Credit Union 401(k) Salary Reduction Plan's outsized position by total assets

Bellco Credit Union 401(k) Salary Reduction Plan vs every filed plan by assets

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

$35,042,014 Top 15% higher than 85% 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

Bellco Credit Union 401(k) Salary Reduction 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. Bellco Credit Union 401(k) Salary Reduction Plan sits mid-pack in the medium band (328 participants).

EBSA filing schedule strip

Filing strip 840146595 · Bellco Credit Union PY 2022 · 401(k)

Bellco Credit Union 401(k) Salary Reduction Plan · $35M · 328 · 85th

  • PHOTO $35M
  • IND 328
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Noco Retirement Plan
  • PCT ind #6961

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 Colorado →

Bellco Credit Union 401(k) Salary Reduction Plan in the asset neighbourhood

Astrodyne Corporation 401(k) PlanAstrodyne Corporation 401(k)…$35MBellco Credit Union 401(k) Salary Reduction PlanBellco Credit Union 401(k) S…$35MNoco Retirement Plan$35MInterpace Biosciences 401(k) PlanInterpace Biosciences 401(k)…$35MW&w Steel 401(k) Savings Plan$35M
End-of-year total assets ($M) among Bellco Credit Union 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$35M
Net Income-$7M
Employer EIN840146595
Plan Effective Date1985-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellco Credit Union)

Sponsor-wide plan assets over time

All Bellco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$50M 41.98918475404981% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $49.8M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 328 $35M
2023 1 325 $43M
2024 1 380 $50M

Nearby 401(k) Plans in Colorado

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

Bellco Credit Union 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Bellco Credit Union 401(k) Salary Reduction Plan, Total assets ($B): 0.035042014 · Participants: 328Bellco Credit Union 401(k) Salary Reduction PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Bellco Credit Union 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Bellco Credit Union 401(k) Salary Reduction Plan side-by-side with 3 peers →

Bellco Credit Union 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Noco Retirement Plan in NY ($35M); by covered participants it is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (328 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 Bellco Credit Union 401(k) Salary Reduction Plan assets move in 2022? ▼
Bellco Credit Union 401(k) Salary Reduction Plan declined sharply - down 16.5% during 2022, from $42M to $35M. Reported net income was -$7M.
How have Bellco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellco Credit Union's sponsor-wide assets grew 42.0%, from $35M to $50M.
Where does Bellco Credit Union 401(k) Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Bellco Credit Union 401(k) Salary Reduction Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Bellco Credit Union 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noco Retirement Plan in NY ($35M, 313 participants).
Which 401(k) plans cover a similar participant headcount to Bellco Credit Union 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Los Angeles County Fair Association 401(k) Profit Sharing Plan in CA (328 participants, $19M 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 840146595.

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.