401(k) · DOL Form 5500 · 2022

Altra Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
495
Participants Below avg headcount
88th
Percentile by assets National rank
$104,897
Avg per participant Below avg balance/head
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Official DOL plan name: Altra Federal Credit Union 401(k) Plan and Trust · Sponsored by Altra Federal Credit Union · Wisconsin · Finance & Insurance

$52M in assets, 495 participants

Altra Federal Credit Union's Altra Federal Credit Union 401(k) Plan and Trust reported $52M in total assets and 495 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,516 in Finance & Insurance (9,261 peers)

Where Altra Federal Credit Union 401(k) Plan and Trust sits by assets

Altra Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $52M for 495 participants (~$104,897/participant), down 14.4% in 2022.

#7,516
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Altra Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$51,923,790 Top 12% higher than 88% 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

Altra Federal Credit Union 401(k) 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. Altra Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (495 participants).

Form 5500 schedule snapshot

Filing strip 390662755 · Altra Federal Credit Union PY 2022 · 401(k)

Altra Federal Credit Union 401(k) Plan and Trust · $52M · 495 · 88th

  • EOY $52M
  • EOY 495
  • EOY 88th
  • EOY 401(k)
  • EOY near Hawaiian Gardens Casino 401(k) Plan
  • EOY ind #7516

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 →

Altra Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Altra Federal Credit Union 401(k) Plan and TrustAltra Federal Credit Union 4…$52MHawaiian Gardens Casino 401(k) PlanHawaiian Gardens Casino 401(…$52MCreative Testing Solutions 401(k) Retirement Savings PlanCreative Testing Solutions 4…$52MSouthcoast Medical Group, LLC Profit Sharing 401(k) PlanSouthcoast Medical Group, LL…$52MLexicon Pharmaceuticals, Inc. 401 (K) PlanLexicon Pharmaceuticals, Inc…$52M
End-of-year total assets ($M) among Altra Federal Credit Union 401(k) Plan and 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)$52M
Net Income-$9M
Employer EIN390662755
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altra Federal Credit Union)

Sponsor-wide plan assets over time

All Altra Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$73M 40.81031064951152% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.9M $73.1M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 495 $52M
2023 1 493 $64M
2024 1 498 $73M

Nearby 401(k) Plans in Wisconsin

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

Altra Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Altra Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.05192379 · Participants: 495Altra Federal Credit Union 401(k) Plan and 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
Altra Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Altra Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Hawaiian Gardens Casino 401(k) Plan in CA ($52M); by covered participants it is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (495 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (495 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 Altra Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Altra Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 14.4% during 2022, from $61M to $52M. Reported net income was -$9M.
How have Altra Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altra Federal Credit Union's sponsor-wide assets grew 40.8%, from $52M to $73M.
Where does Altra Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Altra Federal Credit Union 401(k) Plan and Trust ranks in the 88th 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 Altra Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hawaiian Gardens Casino 401(k) Plan in CA ($52M, 1,172 participants).
Which 401(k) plans cover a similar participant headcount to Altra Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitil Corporation Tax Deferred Savings and Investment Plan in NH (495 participants, $120M 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 390662755.

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.