401(k) · DOL Form 5500 · 2022

Educators Credit Union 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
486
Participants Below avg headcount
89th
Percentile by assets National rank
$113,322
Avg per participant Below avg balance/head
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Official DOL plan name: Educators Credit Union 401(k) Plan & Trust · Sponsored by Educators Credit Union · Wisconsin · Finance & Insurance

$55M in assets, 486 participants

Educators Credit Union's Educators Credit Union 401(k) Plan & Trust reported $55M in total assets and 486 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.

  • #7,584 in Finance & Insurance (9,261 peers)

Where Educators Credit Union 401(k) Plan & Trust sits by assets

Educators Credit Union 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $55M for 486 participants (~$113,322/participant), down 9.2% in 2022.

#7,584
in Finance & Insurance (9,261 peers)
-9.2%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Educators Credit Union 401(k) Plan & Trust's outsized position by total assets

Educators Credit Union 401(k) Plan & Trust vs every filed plan by assets

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

$55,074,478 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

Educators Credit Union 401(k) Plan & 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. Educators Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (486 participants).

Form 5500 schedule snapshot

Filing strip 390555293 · Educators Credit Union PY 2022 · 401(k)

Educators Credit Union 401(k) Plan & Trust · $55M · 486 · 89th

  • EBSA $55M
  • EBSA 486
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Legalzoom.Com, Inc. 401(k) Plan
  • EBSA ind #7584

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 Wisconsin →

Educators Credit Union 401(k) Plan & Trust in the asset neighbourhood

Hardinge Inc. Retirement Plan$55MAdvarra 401(k) Plan$55MLegalzoom.Com, Inc. 401(k) PlanLegalzoom.Com, Inc. 401(k) P…$55MEducators Credit Union 401(k) Plan & TrustEducators Credit Union 401(k…$55MMargolis Edelstein 401(k) Profit Sharing PlanMargolis Edelstein 401(k) Pr…$55M
End-of-year total assets ($M) among Educators Credit Union 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$55M
Net Income-$6M
Employer EIN390555293
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educators Credit Union)

Sponsor-wide plan assets over time

All Educators Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$71M 29.539145155402107% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.1M $71.3M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 486 $55M
2023 1 520 $65M
2024 1 487 $71M

Nearby 401(k) Plans in Wisconsin

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

Educators Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Educators Credit Union 401(k) Plan & Trust, Total assets ($B): 0.055074478 · Participants: 486Educators Credit Union 401(k) Plan & TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Educators Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Educators Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Legalzoom.Com, Inc. 401(k) Plan in CA ($55M); by covered participants it is Harsco Corporation Savings Plan in PA (486 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (486 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 Educators Credit Union 401(k) Plan & Trust assets move in 2022? ▼
Educators Credit Union 401(k) Plan & Trust pulled back noticeably - down 9.2% during 2022, from $61M to $55M. Reported net income was -$6M.
How have Educators Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educators Credit Union's sponsor-wide assets grew 29.5%, from $55M to $71M.
Where does Educators Credit Union 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Educators Credit Union 401(k) Plan & Trust 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 Educators Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Legalzoom.Com, Inc. 401(k) Plan in CA ($55M, 1,105 participants).
Which 401(k) plans cover a similar participant headcount to Educators Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Harsco Corporation Savings Plan in PA (486 participants, $37M 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 390555293.

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.