401(k) · DOL Form 5500 · 2022

Bellwether Community Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
91
Participants Small participant base
75th
Percentile by assets National rank
$187,709
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellwether Community Credit Union 401(k) Plan and Trust · Sponsored by Bellwether Community Credit Union · New Hampshire · Finance & Insurance

$17M in assets, 91 participants

Bellwether Community Credit Union's Bellwether Community Credit Union 401(k) Plan and Trust reported $17M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,594 in Finance & Insurance (9,261 peers)

Where Bellwether Community Credit Union 401(k) Plan and Trust sits by assets

Bellwether Community Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $17M for 91 participants (~$187,709/participant), down 16.4% in 2022.

#5,594
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellwether Community Credit Union 401(k) Plan and Trust's outsized position by total assets

Bellwether Community Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$17,081,561 Top 25% higher than 75% 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

Bellwether Community Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellwether Community Credit Union 401(k) Plan and Trust is a small filing (91 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 020196520 · Bellwether Community Credit Union PY 2022 · 401(k)

Bellwether Community Credit Union 401(k) Plan and Trust · $17M · 91 · 75th

  • IND $17M
  • IND 91
  • IND 75th
  • IND 401(k)
  • IND near Grossnickle Eye Center 401(k) Retirement Plan
  • IND ind #5594

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 New Hampshire →

Bellwether Community Credit Union 401(k) Plan and Trust in the asset neighbourhood

Bellwether Community Credit Union 401(k) Plan and TrustBellwether Community Credit …$17MGrossnickle Eye Center 401(k) Retirement PlanGrossnickle Eye Center 401(k…$17MMitchell Gold + Bob Williams 401(k) PlanMitchell Gold + Bob Williams…$17MThe Pleasant Companies 401(k) Plan and TrustThe Pleasant Companies 401(k…$17MPoint.360 401(k) Plan$17M
End-of-year total assets ($M) among Bellwether Community Credit Union 401(k) 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)$20M
Net Assets (End of Year)$17M
Net Income-$3M
Employer EIN020196520
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellwether Community Credit Union)

Sponsor-wide plan assets over time

All Bellwether Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.756166664159089% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.1M $19.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 91 $17M
2023 1 89 $20M
2024 1 81 $19M

Nearby 401(k) Plans in New Hampshire

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

Bellwether Community Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600 Total assets ($M) Participants Bellwether Community Credit Union 401(k) Plan and Trust, Total assets ($M): 17.081561 · Participants: 91Bellwether Community Credit Union 401(k) Plan and TrustC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 489.347863 · Participants: 11834C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 443.987165 · Participants: 998Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings, Total assets ($M): 398.492463 · Participants: 1603Albany International Corp. Prosperity Plus SavingsConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 311.382165 · Participants: 2540Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 307.852256 · Participants: 2662Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Bellwether Community Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Bellwether Community Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Bellwether Community Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Grossnickle Eye Center 401(k) Retirement Plan in IN ($17M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Bellwether Community Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Bellwether Community Credit Union 401(k) Plan and Trust declined sharply - down 16.4% during 2022, from $20M to $17M. Reported net income was -$3M.
How have Bellwether Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellwether Community Credit Union's sponsor-wide assets grew 13.8%, from $17M to $19M.
Where does Bellwether Community Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Bellwether Community Credit Union 401(k) Plan and Trust ranks in the 75th 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 Bellwether Community Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Grossnickle Eye Center 401(k) Retirement Plan in IN ($17M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Bellwether Community Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 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 020196520.

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.