401(k) · DOL Form 5500 · 2022

Citizens Equity First Credit Union 401(k) Plan

Data updated 2026-08-25

$103M
Total assets Near avg plan size
913
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,509
Avg per participant Below avg balance/head
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Official DOL plan name: Cefcu Deferred Compensation Plan and Trust · Sponsored by Citizens Equity First Credit Union · Illinois · Finance & Insurance

$103M in assets, 913 participants

Citizens Equity First Credit Union's Cefcu Deferred Compensation Plan and Trust reported $103M in total assets and 913 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,209 in Finance & Insurance (9,261 peers)

Where Cefcu Deferred Compensation Plan and Trust sits by assets

Cefcu Deferred Compensation Plan and Trust sits in the top 10% of all filed plans by assets, $103M for 913 participants (~$112,509/participant), down 19.7% in 2022.

#8,209
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $25M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cefcu Deferred Compensation Plan and Trust's outsized position by total assets

Cefcu Deferred Compensation Plan and Trust vs every filed plan by assets

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

$102,720,611 Top 7% higher than 93% 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

Cefcu Deferred Compensation Plan and Trust 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. Cefcu Deferred Compensation Plan and Trust sits mid-pack in the medium band (913 participants).

Published 5500 schedule card

Filing strip 376028123 · Citizens Equity First Credit Union PY 2022 · 401(k)

Cefcu Deferred Compensation Plan and Trust · $103M · 913 · 93rd

  • EIN $103M
  • RANK 913
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan
  • 5500 ind #8209

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 Illinois →

Cefcu Deferred Compensation Plan and Trust in the asset neighbourhood

Blue Cross Blue Shield of Michigan Represented Employees' Savings PlanBlue Cross Blue Shield of Mi…$103MWaystar, Inc Retirement Plan$103MKleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing PlanKleinberg, Kaplan, Wolff & C…$103MHill International, Inc. 401(k) Retirement Savings PlanHill International, Inc. 401…$103MCefcu Deferred Compensation Plan and TrustCefcu Deferred Compensation …$103M
End-of-year total assets ($M) among Cefcu Deferred Compensation Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$128M
Net Assets (End of Year)$103M
Net Income-$25M
Employer EIN376028123
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Equity First Credit Union)

Sponsor-wide plan assets over time

All Citizens Equity First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$354M 18.75501941466798% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $298M $354M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 1,730 $298M
2023 2 1,770 $326M
2024 2 1,857 $354M

Nearby 401(k) Plans in Illinois

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

Cefcu Deferred Compensation Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cefcu Deferred Compensation Plan and Trust, Total assets ($B): 0.102720611 · Participants: 913Cefcu Deferred Compensation Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Cefcu Deferred Compensation Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cefcu Deferred Compensation Plan and Trust side-by-side with 3 peers →

Cefcu Deferred Compensation Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan in NY ($103M); by covered participants it is Tom Wood Group 401(k) Profit Sharing Plan in IN (913 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (913 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 Cefcu Deferred Compensation Plan and Trust assets move in 2022? ▼
Cefcu Deferred Compensation Plan and Trust declined sharply - down 19.7% during 2022, from $128M to $103M. Reported net income was -$25M.
How have Citizens Equity First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Equity First Credit Union's sponsor-wide assets grew 18.8%, from $298M to $354M.
Where does Cefcu Deferred Compensation Plan and Trust rank by assets among Form 5500 filers? ▼
Cefcu Deferred Compensation Plan and Trust ranks in the 93rd 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 Cefcu Deferred Compensation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kleinberg, Kaplan, Wolff & Cohen, P.C. 401(k) Profit Sharing Plan in NY ($103M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Cefcu Deferred Compensation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tom Wood Group 401(k) Profit Sharing Plan in IN (913 participants, $46M 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 376028123.

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.