401(k) · DOL Form 5500 · 2022

Inova Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
121
Participants Small participant base
64th
Percentile by assets National rank
$79,407
Avg per participant Below avg balance/head
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Official DOL plan name: Inova Federal Credit Union 401(k) Plan · Sponsored by Inova Federal Credit Union · Indiana · Finance & Insurance

$10M in assets, 121 participants

Inova Federal Credit Union's Inova Federal Credit Union 401(k) Plan reported $10M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,391 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Inova Federal Credit Union 401(k) Plan covers 121 participants in Indiana, about 22% of the average Indiana filer (state average ~541 per filing). Assets: $10M.

#4,391
in Finance & Insurance (9,261 peers)
-22.4%
assets change YoY

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.

Inova Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Inova Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$9,608,237 Top 36% higher than 64% 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

Inova Federal Credit Union 401(k) 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. Inova Federal Credit Union 401(k) Plan sits mid-pack in the medium band (121 participants).

EBSA filing schedule strip

Filing strip 350887540 · Inova Federal Credit Union PY 2022 · 401(k)

Inova Federal Credit Union 401(k) Plan · $10M · 121 · 64th

  • VS-ST $10M
  • VS-ST 121
  • VS-ST 64th
  • VS-ST 401(k)
  • VS-ST near Altman Management Company, LLC 401(k) Plan
  • VS-ST ind #4391

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 →

Inova Federal Credit Union 401(k) Plan in the asset neighbourhood

Inova Federal Credit Union 401(k) PlanInova Federal Credit Union 4…$10MAltman Management Company, LLC 401(k) PlanAltman Management Company, L…$10MDevoe Automotive 401(k) Salary Savings PlanDevoe Automotive 401(k) Sala…$10MBarson Composite Corporation 401(k) PlanBarson Composite Corporation…$10MUrban Retail Properties, LLC 401(k) PlanUrban Retail Properties, LLC…$10M
End-of-year total assets ($M) among Inova Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$3M
Employer EIN350887540
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inova Federal Credit Union)

Sponsor-wide plan assets over time

All Inova Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 48.429165517045426% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.61M $14.3M ▲ +48.4%
Year Plans Participants Total Assets
2022 1 121 $10M
2023 1 123 $11M
2024 1 130 $14M

Nearby 401(k) Plans in Indiana

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

Inova Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Inova Federal Credit Union 401(k) Plan, Total assets ($B): 0.009608237 · Participants: 121Inova Federal Credit Union 401(k) PlanElevance 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
Inova Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Inova Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Altman Management Company, LLC 401(k) Plan in PA ($10M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Inova Federal Credit Union 401(k) Plan assets move in 2022? ▼
Inova Federal Credit Union 401(k) Plan declined sharply - down 22.4% during 2022, from $12M to $10M. Reported net income was -$3M.
How have Inova Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inova Federal Credit Union's sponsor-wide assets grew 48.4%, from $10M to $14M.
Which 401(k) plans are similar in size to Inova Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Altman Management Company, LLC 401(k) Plan in PA ($10M, 280 participants).
Which 401(k) plans cover a similar participant headcount to Inova Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 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 350887540.

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.