401(k) · DOL Form 5500 · 2022

Mid-Hudson Valley Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
262
Participants Below avg headcount
80th
Percentile by assets National rank
$92,410
Avg per participant Below avg balance/head
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Official DOL plan name: Mid-Hudson Valley Federal Credit Union 401(k) Plan · Sponsored by Mid-Hudson Valley Federal Credit Union · New York · Finance & Insurance

$24M in assets, 262 participants

Mid-Hudson Valley Federal Credit Union's Mid-Hudson Valley Federal Credit Union 401(k) Plan reported $24M in total assets and 262 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,292 in Finance & Insurance (9,261 peers)

Coverage in New York

Mid-Hudson Valley Federal Credit Union 401(k) Plan covers 262 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $24M.

#6,292
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mid-Hudson Valley Federal Credit Union 401(k) Plan's outsized position by total assets

Mid-Hudson Valley Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$24,211,429 Top 20% higher than 80% 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

Mid-Hudson Valley Federal Credit Union 401(k) 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. Mid-Hudson Valley Federal Credit Union 401(k) Plan sits mid-pack in the medium band (262 participants).

DOL schedule card

Filing strip 141471539 · Mid-Hudson Valley Federal Credit Union PY 2022 · 401(k)

Mid-Hudson Valley Federal Credit Union 401(k) Plan · $24M · 262 · 80th

  • NET $24M
  • NET 262
  • NET 80th
  • NET 401(k)
  • NET near Forsta Worldwide, Inc. 401(k) Plan
  • NET ind #6292

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 York →

Mid-Hudson Valley Federal Credit Union 401(k) Plan in the asset neighbourhood

Mid-Hudson Valley Federal Credit Union 401(k) PlanMid-Hudson Valley Federal Cr…$24MForsta Worldwide, Inc. 401(k) PlanForsta Worldwide, Inc. 401(k…$24MWarners Stellian Co., Inc. 401(k) Profit Sharing Plan and TrustWarners Stellian Co., Inc. 4…$24MAmg National 401(k) Plan$24MS & a Homes and Affiliates Profit Sharing and 401(k) PlanS & a Homes and Affiliates P…$24M
End-of-year total assets ($M) among Mid-Hudson Valley Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN141471539
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-Hudson Valley Federal Credit Union)

Sponsor-wide plan assets over time

All Mid-Hudson Valley Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 34.55480054481708% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $32.6M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 262 $24M
2023 1 277 $28M
2024 1 271 $33M

Nearby 401(k) Plans in New York

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

Mid-Hudson Valley Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Mid-Hudson Valley Federal Credit Union 401(k) Plan, Total assets ($B): 0.024211429 · Participants: 262Mid-Hudson Valley Federal Credit Union 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Mid-Hudson Valley Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mid-Hudson Valley Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Mid-Hudson Valley Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Forsta Worldwide, Inc. 401(k) Plan in CA ($24M); by covered participants it is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Mid-Hudson Valley Federal Credit Union 401(k) Plan assets move in 2022? ▼
Mid-Hudson Valley Federal Credit Union 401(k) Plan pulled back noticeably - down 13.8% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Mid-Hudson Valley Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Hudson Valley Federal Credit Union's sponsor-wide assets grew 34.6%, from $24M to $33M.
Where does Mid-Hudson Valley Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Mid-Hudson Valley Federal Credit Union 401(k) Plan ranks in the 80th 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 Mid-Hudson Valley Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Forsta Worldwide, Inc. 401(k) Plan in CA ($24M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Mid-Hudson Valley Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cumberland Truck Equipment Co. Salary Deferral Plan in PA (262 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 141471539.

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.