401(k) · DOL Form 5500 · 2022

Chartway Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
507
Participants Below avg headcount
83rd
Percentile by assets National rank
$62,392
Avg per participant Low balance/head
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Official DOL plan name: Chartway Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by Chartway Federal Credit Union · Virginia · Finance & Insurance

$32M in assets, 507 participants

Chartway Federal Credit Union's Chartway Federal Credit Union 401(k) Retirement Savings Plan reported $32M in total assets and 507 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,785 in Finance & Insurance (9,261 peers)

Where Chartway Federal Credit Union 401(k) Retirement Savings Plan sits by assets

Chartway Federal Credit Union 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $32M for 507 participants (~$62,392/participant), down 14.2% in 2022.

#6,785
in Finance & Insurance (9,261 peers)
-14.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Chartway Federal Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Chartway Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$31,632,843 Top 17% higher than 83% 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

Chartway Federal Credit Union 401(k) Retirement Savings 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. Chartway Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (507 participants).

Plan-year Form 5500 strip

Filing strip 540674620 · Chartway Federal Credit Union PY 2022 · 401(k)

Chartway Federal Credit Union 401(k) Retirement Savings Plan · $32M · 507 · 83rd

  • NET $32M
  • BOOK 507
  • VS-ST 83rd
  • BOY 401(k)
  • SCH near Rudd Group Retirement Plan
  • EBSA ind #6785

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 Virginia →

Chartway Federal Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Chartway Federal Credit Union 401(k) Retirement Savings PlanChartway Federal Credit Unio…$32MRudd Group Retirement Plan$32MVinmar International 401(k) PlanVinmar International 401(k) …$32MCable & Wireless Communications 401(k) PlanCable & Wireless Communicati…$32MUnique Vacations, Inc. 401(k) Profit Sharing PlanUnique Vacations, Inc. 401(k…$32M
End-of-year total assets ($M) among Chartway Federal Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$32M
Net Income-$5M
Employer EIN540674620
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Chartway Federal Credit Union)

Sponsor-wide plan assets over time

All Chartway Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 41.53626027227461% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $31.6M $44.8M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 507 $32M
2023 1 540 $38M
2024 1 550 $45M

Nearby 401(k) Plans in Virginia

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

Chartway Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Chartway Federal Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.031632843 · Participants: 507Chartway Federal Credit Union 401(k) Retirement Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Chartway Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Chartway Federal Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Chartway Federal Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Rudd Group Retirement Plan in KS ($32M); by covered participants it is Headwaters Incorporated 401(k) Savings & Investment Plan in GA (507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Chartway Federal Credit Union 401(k) Retirement Savings Plan assets move in 2022? ▼
Chartway Federal Credit Union 401(k) Retirement Savings Plan pulled back noticeably - down 14.2% during 2022, from $37M to $32M. Reported net income was -$5M.
How have Chartway Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Chartway Federal Credit Union's sponsor-wide assets grew 41.5%, from $32M to $45M.
Where does Chartway Federal Credit Union 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Chartway Federal Credit Union 401(k) Retirement Savings Plan ranks in the 83rd 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 Chartway Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rudd Group Retirement Plan in KS ($32M, 810 participants).
Which 401(k) plans cover a similar participant headcount to Chartway Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Headwaters Incorporated 401(k) Savings & Investment Plan in GA (507 participants, N/A 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 540674620.

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.