401(k) · DOL Form 5500 · 2022

Ascentra Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
138
Participants Small participant base
71st
Percentile by assets National rank
$99,726
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ascentra Credit Union 401(k) Retirement Plan and Trust · Sponsored by Ascentra Credit Union · Iowa · Finance & Insurance

$14M in assets, 138 participants

Ascentra Credit Union's Ascentra Credit Union 401(k) Retirement Plan and Trust reported $14M in total assets and 138 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,130 in Finance & Insurance (9,261 peers)

Coverage in Iowa

Ascentra Credit Union 401(k) Retirement Plan and Trust covers 138 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#5,130
in Finance & Insurance (9,261 peers)
-4.7%
assets change YoY

The plan reported a net loss of $681K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Ascentra Credit Union 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$13,762,169 Top 29% higher than 71% 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

Ascentra Credit Union 401(k) Retirement Plan and Trust 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. Ascentra Credit Union 401(k) Retirement Plan and Trust sits mid-pack in the medium band (138 participants).

Published 5500 schedule card

Filing strip 420747751 · Ascentra Credit Union PY 2022 · 401(k)

Ascentra Credit Union 401(k) Retirement Plan and Trust · $14M · 138 · 71st

  • SCH $14M
  • EBSA 138
  • PART 71st
  • TYPE 401(k)
  • NET near Taylor Machine Works, Inc. Bargaining Unit 401(k) Plan
  • BOOK ind #5130

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 Iowa →

Ascentra Credit Union 401(k) Retirement Plan and Trust in the asset neighbourhood

Ascentra Credit Union 401(k) Retirement Plan and TrustAscentra Credit Union 401(k)…$14MTaylor Machine Works, Inc. Bargaining Unit 401(k) PlanTaylor Machine Works, Inc. B…$14MArburg, Inc. 401(k) Savings PlanArburg, Inc. 401(k) Savings …$14MSunnyside 401(k) and Retirement PlanSunnyside 401(k) and Retirem…$14MHansen-Mueller Co. 401(k) Retirement PlanHansen-Mueller Co. 401(k) Re…$14M
End-of-year total assets ($M) among Ascentra Credit Union 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income-$681K
Employer EIN420747751
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascentra Credit Union)

Sponsor-wide plan assets over time

All Ascentra Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 28.26004389279045% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $17.7M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 138 $14M
2023 1 150 $16M
2024 1 153 $18M

Nearby 401(k) Plans in Iowa

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

Ascentra Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Ascentra Credit Union 401(k) Retirement Plan and Trust, Total assets ($B): 0.013762169 · Participants: 138Ascentra Credit Union 401(k) Retirement Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Ascentra Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ascentra Credit Union 401(k) Retirement Plan and Trust side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Taylor Machine Works, Inc. Bargaining Unit 401(k) Plan in MS ($14M); by covered participants it is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Ascentra Credit Union 401(k) Retirement Plan and Trust assets move in 2022? ▼
Ascentra Credit Union 401(k) Retirement Plan and Trust edged down modestly - down 4.7% during 2022, from $14M to $14M. Reported net income was -$681K.
How have Ascentra Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascentra Credit Union's sponsor-wide assets grew 28.3%, from $14M to $18M.
Which 401(k) plans are similar in size to Ascentra Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Taylor Machine Works, Inc. Bargaining Unit 401(k) Plan in MS ($14M, 476 participants).
Which 401(k) plans cover a similar participant headcount to Ascentra Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Capital Pumping, LP 401(k) Profit Sharing Plan in TX (138 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 420747751.

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.