401(k) · DOL Form 5500 · 2022
Sharefax Credit Union, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $97,024
- Avg per participant Below avg balance/head
Official DOL plan name: Sharefax Credit Union 401(k) Savings Plan and Trust · Sponsored by Sharefax Credit Union, Inc. · Ohio · Finance & Insurance
$7M in assets, 71 participants
Sharefax Credit Union, Inc.'s Sharefax Credit Union 401(k) Savings Plan and Trust reported $7M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #3,776 in Finance & Insurance (9,261 peers)
Sharefax Credit Union, Inc. multi-year trail
Sharefax Credit Union, Inc.'s plans moved +26.9% in assets from 2022 to 2024; this filing shows Sharefax Credit Union 401(k) Savings Plan and Trust at $7M / 71 participants.
- #3,776
- in Finance & Insurance (9,261 peers)
- -15.7%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sharefax Credit Union 401(k) Savings Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Sharefax Credit Union 401(k) Savings Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,888,681 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sharefax Credit Union 401(k) Savings Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharefax Credit Union 401(k) Savings Plan and Trust is a small filing (71 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 310627742 · Sharefax Credit Union, Inc. PY 2022 · 401(k)
Sharefax Credit Union 401(k) Savings Plan and Trust · $7M · 71 · 57th
- PCT $7M
- PCT 71
- PCT 57th
- PCT 401(k)
- PCT near The Mcs Group, Inc 401(k) Plan
- PCT ind #3776
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 →
Sharefax Credit Union 401(k) Savings Plan and Trust in the asset neighbourhood
Sharefax Credit Union, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sharefax Credit Union, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 26.89166474685067% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $7M |
| 2023 | 1 | 69 | $8M |
| 2024 | 1 | 74 | $9M |
Sharefax Credit Union, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 310627742 |
| Plan Effective Date | 1985-12-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Sharefax Credit Union 401(k) Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is The Mcs Group, Inc 401(k) Plan in PA ($7M); by covered participants it is Human Resource Training, Inc. 401(k) Profit Sharing Plan in AZ (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (71 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.