401(k) · DOL Form 5500 · 2022

Westconsin Credit Union 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
424
Participants Below avg headcount
89th
Percentile by assets National rank
$129,472
Avg per participant Near avg balance/head
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Official DOL plan name: Westconsin Credit Union Capital Accumulation Plan · Sponsored by Westconsin Credit Union · Wisconsin · Finance & Insurance

$55M in assets, 424 participants

Westconsin Credit Union's Westconsin Credit Union Capital Accumulation Plan reported $55M in total assets and 424 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.

  • #7,579 in Finance & Insurance (9,261 peers)

Where Westconsin Credit Union Capital Accumulation Plan sits by assets

Westconsin Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $55M for 424 participants (~$129,472/participant), down 12.7% in 2022.

#7,579
in Finance & Insurance (9,261 peers)
-12.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westconsin Credit Union Capital Accumulation Plan's outsized position by total assets

Westconsin Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$54,896,056 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

Westconsin Credit Union Capital Accumulation 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. Westconsin Credit Union Capital Accumulation Plan sits mid-pack in the medium band (424 participants).

Form 5500 schedule snapshot

Filing strip 390823125 · Westconsin Credit Union PY 2022 · 401(k)

Westconsin Credit Union Capital Accumulation Plan · $55M · 424 · 89th

  • EBSA $55M
  • EBSA 424
  • EBSA 89th
  • EBSA 401(k)
  • EBSA near Peterson Contractors, Inc. Profit Sharing Plan
  • EBSA ind #7579

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 →

Westconsin Credit Union Capital Accumulation Plan in the asset neighbourhood

Bullhorn, Inc. 401(k) Profit Sharing Plan and TrustBullhorn, Inc. 401(k) Profit…$55MEscalent, Inc. 401(k) Plan$55MWestconsin Credit Union Capital Accumulation PlanWestconsin Credit Union Capi…$55MPeterson Contractors, Inc. Profit Sharing PlanPeterson Contractors, Inc. P…$55MAcquia, Inc. 401(k) Plan$55M
End-of-year total assets ($M) among Westconsin Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$55M
Net Income-$8M
Employer EIN390823125
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westconsin Credit Union)

Sponsor-wide plan assets over time

All Westconsin Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 42.45939999769747% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.9M $78.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 424 $55M
2023 1 423 $65M
2024 1 420 $78M

Nearby 401(k) Plans in Wisconsin

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

Westconsin Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Westconsin Credit Union Capital Accumulation Plan, Total assets ($B): 0.054896056 · Participants: 424Westconsin Credit Union Capital Accumulation PlanJohnson 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
Westconsin Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Westconsin Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Westconsin Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Peterson Contractors, Inc. Profit Sharing Plan in IA ($55M); by covered participants it is Home Health and Hospice Care, Inc. 401(k) Plan in NC (424 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 (424 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 Westconsin Credit Union Capital Accumulation Plan assets move in 2022? ▼
Westconsin Credit Union Capital Accumulation Plan pulled back noticeably - down 12.7% during 2022, from $63M to $55M. Reported net income was -$8M.
How have Westconsin Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westconsin Credit Union's sponsor-wide assets grew 42.5%, from $55M to $78M.
Where does Westconsin Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Westconsin Credit Union Capital Accumulation Plan 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 Westconsin Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Peterson Contractors, Inc. Profit Sharing Plan in IA ($55M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Westconsin Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home Health and Hospice Care, Inc. 401(k) Plan in NC (424 participants, $15M 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 390823125.

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.