Secu/S3 401(k) Retirement Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Secu Credit Union · Maryland · Finance & Insurance
What the 2023 filing shows
Secu/S3 401(k) Retirement Plan holds $82M for 1,146 participants — about $71,170 per participant, down 13.0% over the 2022 plan year.
- $82M
- total plan assets (2022 EOY)
- 1,146
- covered participants
- $71,170
- avg assets per participant
- -13.0%
- assets change YoY
The plan reported a net loss of $12M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Secu/S3 401(k) Retirement Plan
Secu/S3 401(k) Retirement Plan is a 401(k) retirement plan sponsored by Secu Credit Union, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 1,146 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 520627114, and the plan has been effective since 1997-07-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $94M at the beginning of 2022 to $82M at year-end — a decline of 13.0%. Net assets (after liabilities) closed the year at $82M, with reported net income of $-12,169,934 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $94M |
| Total Assets (End of Year) | $82M |
| Net Assets (End of Year) | $82M |
| Net Income | $-12,169,934 |
| Plan Type | 401(k) |
| Employer EIN | 520627114 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Secu Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,146 | $82M |
| 2023 | 1 | 1,272 | $100M |
| 2024 | 1 | 1,199 | $117M |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $47.3B · 91,511
- Marriott Retirement Savings Plan $10.2B · 96,415
- T. Rowe Price U.S. Retirement Program $4.4B · 6,292
- Nfl Player Second Career Savings Plan $4.0B · 2,767
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
Related Data
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Frequently Asked Questions
How much money is in the Secu/S3 401(k) Retirement Plan? ▼
What type of plan is Secu/S3 401(k) Retirement Plan? ▼
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How did Secu/S3 401(k) Retirement Plan perform in 2022? ▼
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How does Secu/S3 401(k) Retirement Plan compare to other plans? ▼
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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 520627114.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.