401(k) · DOL Form 5500 · 2022

Interra Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
275
Participants Below avg headcount
81st
Percentile by assets National rank
$94,324
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Interra Credit Union 401(k) Plan and Trust · Sponsored by Interra Credit Union · Indiana · Finance & Insurance

$26M in assets, 275 participants

Interra Credit Union's Interra Credit Union 401(k) Plan and Trust reported $26M in total assets and 275 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,430 in Finance & Insurance (9,261 peers)

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

Interra Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 275 participants (~$94,324/participant), down 10.4% in 2022.

#6,430
in Finance & Insurance (9,261 peers)
-10.4%
assets change YoY
0.3×
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.

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

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

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

$25,939,220 Top 19% higher than 81% 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

Interra 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. Interra Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (275 participants).

Form 5500 schedule snapshot

Filing strip 351082578 · Interra Credit Union PY 2022 · 401(k)

Interra Credit Union 401(k) Plan and Trust · $26M · 275 · 81st

  • BOY $26M
  • SCH 275
  • EBSA 81st
  • PART 401(k)
  • TYPE near Oppo 401(k) Plan & Trust
  • NET ind #6430

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 Indiana →

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

Interra Credit Union 401(k) Plan and TrustInterra Credit Union 401(k) …$26MOppo 401(k) Plan & Trust$26MDso Musicians 403(b)$26MBankguam Holding Company 401(k) Retirement Savings PlanBankguam Holding Company 401…$26MAbbott Construction 401(k) Plan and TrustAbbott Construction 401(k) P…$26M
End-of-year total assets ($M) among Interra 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)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN351082578
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interra Credit Union)

Sponsor-wide plan assets over time

All Interra Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$38M 47.45356259748751% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $38.3M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 275 $26M
2023 1 278 $31M
2024 1 297 $38M

Nearby 401(k) Plans in Indiana

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

Interra Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Interra Credit Union 401(k) Plan and Trust, Total assets ($B): 0.02593922 · Participants: 275Interra Credit Union 401(k) Plan and TrustElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Interra Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Interra Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Oppo 401(k) Plan & Trust in CA ($26M); by covered participants it is Tweddle Group Inc. 401(k) Plan in MI (275 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (275 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 Interra Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Interra Credit Union 401(k) Plan and Trust pulled back noticeably - down 10.4% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Interra Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interra Credit Union's sponsor-wide assets grew 47.5%, from $26M to $38M.
Where does Interra Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Interra Credit Union 401(k) Plan and Trust ranks in the 81st 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 Interra Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oppo 401(k) Plan & Trust in CA ($26M, 350 participants).
Which 401(k) plans cover a similar participant headcount to Interra Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tweddle Group Inc. 401(k) Plan in MI (275 participants, N/A 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 351082578.

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.