401(k) · DOL Form 5500 · 2022

Numerica Credit Union 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
650
Participants Below avg headcount
89th
Percentile by assets National rank
$86,321
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Numerica Credit Union Retirement Plan · Sponsored by Numerica Credit Union · Washington · Finance & Insurance

$56M in assets, 650 participants

Numerica Credit Union's Numerica Credit Union Retirement Plan reported $56M in total assets and 650 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,604 in Finance & Insurance (9,261 peers)

Coverage in Washington

Numerica Credit Union Retirement Plan covers 650 participants in Washington, about 44% of the average Washington filer (state average ~1,476 per filing). Assets: $56M.

#7,604
in Finance & Insurance (9,261 peers)
-11.6%
assets change YoY
0.6×
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.

Numerica Credit Union Retirement Plan's outsized position by total assets

Numerica Credit Union Retirement Plan vs every filed plan by assets

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

$56,108,462 Top 11% higher than 89% 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

Numerica Credit Union Retirement 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. Numerica Credit Union Retirement Plan sits mid-pack in the medium band (650 participants).

Form 5500 schedule snapshot

Filing strip 910863377 · Numerica Credit Union PY 2022 · 401(k)

Numerica Credit Union Retirement Plan · $56M · 650 · 89th

  • BOOK $56M
  • VS-ST 650
  • BOY 89th
  • SCH 401(k)
  • EBSA near Post Acute Medical, LLC 401(k) Plan
  • PART ind #7604

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 Washington →

Numerica Credit Union Retirement Plan in the asset neighbourhood

Texas United Corporation 401(k) PlanTexas United Corporation 401…$56MNumerica Credit Union Retirement PlanNumerica Credit Union Retire…$56MPost Acute Medical, LLC 401(k) PlanPost Acute Medical, LLC 401(…$56MSmarsh 401(k) Plan$56MAdvanced Radiology Consultants, LLC Profit Sharing PlanAdvanced Radiology Consultan…$56M
End-of-year total assets ($M) among Numerica Credit Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$56M
Net Income-$7M
Employer EIN910863377
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Numerica Credit Union)

Sponsor-wide plan assets over time

All Numerica Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 56.697146679942854% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.1M $87.9M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 650 $56M
2023 1 675 $71M
2024 1 660 $88M

Nearby 401(k) Plans in Washington

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

Numerica Credit Union Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Numerica Credit Union Retirement Plan, Total assets ($B): 0.056108462 · Participants: 650Numerica Credit Union Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Numerica Credit Union Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Numerica Credit Union Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Post Acute Medical, LLC 401(k) Plan in PA ($56M); by covered participants it is Whoop 401(k) Plan in MA (650 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (650 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 Numerica Credit Union Retirement Plan assets move in 2022? ▼
Numerica Credit Union Retirement Plan pulled back noticeably - down 11.6% during 2022, from $63M to $56M. Reported net income was -$7M.
How have Numerica Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Numerica Credit Union's sponsor-wide assets grew 56.7%, from $56M to $88M.
Where does Numerica Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Numerica Credit Union Retirement Plan ranks in the 89th 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 Numerica Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Post Acute Medical, LLC 401(k) Plan in PA ($56M, 6,025 participants).
Which 401(k) plans cover a similar participant headcount to Numerica Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whoop 401(k) Plan in MA (650 participants, $8M 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 910863377.

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.