401(k) · DOL Form 5500 · 2022

Dort Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
216
Participants Below avg headcount
82nd
Percentile by assets National rank
$126,448
Avg per participant Near avg balance/head
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Official DOL plan name: Dort Financial Credit Union Employees Deferred Compensation Plan · Sponsored by Dort Financial Credit Union · Michigan · Finance & Insurance

$27M in assets, 216 participants

Dort Financial Credit Union's Dort Financial Credit Union Employees Deferred Compensation Plan reported $27M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,515 in Finance & Insurance (9,261 peers)

Coverage in Michigan

Dort Financial Credit Union Employees Deferred Compensation Plan covers 216 participants in Michigan, about 34% of the average Michigan filer (state average ~638 per filing). Assets: $27M.

#6,515
in Finance & Insurance (9,261 peers)
-22.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Dort Financial Credit Union Employees Deferred Compensation Plan's outsized position by total assets

Dort Financial Credit Union Employees Deferred Compensation Plan vs every filed plan by assets

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

$27,312,727 Top 18% higher than 82% 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

Dort Financial Credit Union Employees Deferred Compensation 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. Dort Financial Credit Union Employees Deferred Compensation Plan sits mid-pack in the medium band (216 participants).

Plan-year Form 5500 strip

Filing strip 381440283 · Dort Financial Credit Union PY 2022 · 401(k)

Dort Financial Credit Union Employees Deferred Compensation Plan · $27M · 216 · 82nd

  • EBSA $27M
  • EBSA 216
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Green Street Advisors Retirement Savings Plan
  • EBSA ind #6515

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 Michigan →

Dort Financial Credit Union Employees Deferred Compensation Plan in the asset neighbourhood

Qnb Retirement Savings Plan$27MSilk Road Medical, Inc. 401(k) PlanSilk Road Medical, Inc. 401(…$27MDort Financial Credit Union Employees Deferred Compensation PlanDort Financial Credit Union …$27MGreen Street Advisors Retirement Savings PlanGreen Street Advisors Retire…$27MNrp Investments LLC 401(k) Savings PlanNrp Investments LLC 401(k) S…$27M
End-of-year total assets ($M) among Dort Financial Credit Union Employees Deferred Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$27M
Net Income-$8M
Employer EIN381440283
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dort Financial Credit Union)

Sponsor-wide plan assets over time

All Dort Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 41.35260825475244% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $38.6M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 216 $27M
2023 1 254 $30M
2024 1 328 $39M

Nearby 401(k) Plans in Michigan

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

Dort Financial Credit Union Employees Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Dort Financial Credit Union Employees Deferred Compensation Plan, Total assets ($B): 0.027312727 · Participants: 216Dort Financial Credit Union Employees Deferred Compensation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Dort Financial Credit Union Employees Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Dort Financial Credit Union Employees Deferred Compensation Plan side-by-side with 3 peers →

Dort Financial Credit Union Employees Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Green Street Advisors Retirement Savings Plan in CA ($27M); by covered participants it is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Dort Financial Credit Union Employees Deferred Compensation Plan assets move in 2022? ▼
Dort Financial Credit Union Employees Deferred Compensation Plan declined sharply - down 22.9% during 2022, from $35M to $27M. Reported net income was -$8M.
How have Dort Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dort Financial Credit Union's sponsor-wide assets grew 41.4%, from $27M to $39M.
Where does Dort Financial Credit Union Employees Deferred Compensation Plan rank by assets among Form 5500 filers? ▼
Dort Financial Credit Union Employees Deferred Compensation Plan ranks in the 82nd 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 Dort Financial Credit Union Employees Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Green Street Advisors Retirement Savings Plan in CA ($27M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Dort Financial Credit Union Employees Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Navitas Midstream Management L 401(k) Profit Sharing Plan & Trust in TX (216 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 381440283.

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.