401(k) · DOL Form 5500 · 2022
Numerica Credit Union 401(k) Plan
Data updated 2026-08-11
- $56M
- Total assets
- 650
- Participants
- 89th
- Percentile by assets
- $86,321
- Avg per participant
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.
- 89th percentile by assets (of 139,126 plans)
- #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.
- $56M
- total plan assets (2022 EOY)
- 650
- covered participants
- 89th
- percentile by assets (of 139,126 plans)
- $86,321
- avg assets per participant
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.
Participants vs Washington filers
In Washington, the average filing covers about 1,476 participants across 2,612 plans. Numerica Credit Union Retirement Plan reports 650 participants - about 44% of that state average ($56M EOY assets).
Washington filing particulars
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | -$7M |
| Employer EIN | 910863377 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Numerica Credit Union)
| 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
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Numerica Credit Union Retirement Plan by total assets, not by location.
- Post Acute Medical, LLC 401(k) Plan (PA) $56M · 6,025
- Smarsh 401(k) Plan (OR) $56M · 578
- Advanced Radiology Consultants, LLC Profit Sharing Plan (CT) $56M · 257
- Texas United Corporation 401(k) Plan (TX) $56M · 570
Frequently Asked Questions
How did Numerica Credit Union Retirement Plan assets move in 2022? ▼
How have Numerica Credit Union plan assets changed over time? ▼
Where does Numerica Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Numerica Credit Union Retirement Plan? ▼
Next read for Numerica Credit Union Retirement Plan
Filing takeaways
Ways to act on Numerica Credit Union Retirement Plan's numbers.
- By total assets, Numerica Credit Union Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Numerica Credit Union's sponsor-wide assets have grown 56.7% since 2022 across 3 plan years on file. More Finance & Insurance plans