401(k) · DOL Form 5500 · 2022

Kemba Financial Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
273
Participants Below avg headcount
79th
Percentile by assets National rank
$80,673
Avg per participant Below avg balance/head
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Official DOL plan name: Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan · Sponsored by Kemba Financial Credit Union, Inc. · Ohio · Finance & Insurance

$22M in assets, 273 participants

Kemba Financial Credit Union, Inc.'s Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported $22M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,096 in Finance & Insurance (9,261 peers)

Coverage in Ohio

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan covers 273 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $22M.

#6,096
in Finance & Insurance (9,261 peers)
-10.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$22,023,602 Top 21% higher than 79% 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

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing 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. Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (273 participants).

Plan-year Form 5500 strip

Filing strip 316034826 · Kemba Financial Credit Union, Inc. PY 2022 · 401(k)

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan · $22M · 273 · 79th

  • NET $22M
  • NET 273
  • NET 79th
  • NET 401(k)
  • NET near Nathan Associates Inc. 401(k) Savings Plan
  • NET ind #6096

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 Ohio →

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Shalom Baranes Associates 401(k) PlanShalom Baranes Associates 40…$22MKemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanKemba Financial Credit Union…$22MNathan Associates Inc. 401(k) Savings PlanNathan Associates Inc. 401(k…$22MAlliance Beverage Distributing LLC Employees Retirement PlanAlliance Beverage Distributi…$22MFlatirons Solutions, Inc. Employee Retirement PlanFlatirons Solutions, Inc. Em…$22M
End-of-year total assets ($M) among Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$3M
Employer EIN316034826
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kemba Financial Credit Union, Inc.)

Sponsor-wide plan assets over time

All Kemba Financial Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 35.90067147054328% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $29.9M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 273 $22M
2023 1 304 $27M
2024 1 312 $30M

Nearby 401(k) Plans in Ohio

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

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.022023602 · Participants: 273Kemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Nathan Associates Inc. 401(k) Savings Plan in VA ($22M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (273 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 Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 10.5% during 2022, from $25M to $22M. Reported net income was -$3M.
How have Kemba Financial Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kemba Financial Credit Union, Inc.'s sponsor-wide assets grew 35.9%, from $22M to $30M.
Where does Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan ranks in the 79th 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 Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nathan Associates Inc. 401(k) Savings Plan in VA ($22M, 79 participants).
Which 401(k) plans cover a similar participant headcount to Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants, $10M 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 316034826.

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.