401(k) · DOL Form 5500 · 2022

Teg Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
112
Participants Small participant base
44th
Percentile by assets National rank
$32,928
Avg per participant Low balance/head
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Official DOL plan name: Teg Federal Credit Union Capital Accumulation Plan · Sponsored by Teg Federal Credit Union · New York · Finance & Insurance

$4M in assets, 112 participants

Teg Federal Credit Union's Teg Federal Credit Union Capital Accumulation Plan reported $4M in total assets and 112 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,809 in Finance & Insurance (9,261 peers)

Coverage in New York

Teg Federal Credit Union Capital Accumulation Plan covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $4M.

#2,809
in Finance & Insurance (9,261 peers)
-18.4%
assets change YoY

The plan reported a net loss of $831K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Teg Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Teg Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$3,687,941 44th percentile higher than 44% 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

Teg Federal 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. Teg Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (112 participants).

Published 5500 schedule card

Filing strip 146077731 · Teg Federal Credit Union PY 2022 · 401(k)

Teg Federal Credit Union Capital Accumulation Plan · $4M · 112 · 44th

  • IND $4M
  • IND 112
  • IND 44th
  • IND 401(k)
  • IND near Dbcr, Inc. Profit Sharing Plan
  • IND ind #2809

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 New York →

Teg Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Teg Federal Credit Union Capital Accumulation PlanTeg Federal Credit Union Cap…$4MDbcr, Inc. Profit Sharing PlanDbcr, Inc. Profit Sharing Pl…$4MThe Wildlife Gallery, Inc. 401(k) PlanThe Wildlife Gallery, Inc. 4…$4MBruce W. Small, D.M.D., P.a. Profit Sharing PlanBruce W. Small, D.M.D., P.a.…$4MSwift Roofing of E-Town, Inc. Retirement Savings PlanSwift Roofing of E-Town, Inc…$4M
End-of-year total assets ($M) among Teg Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$831K
Employer EIN146077731
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teg Federal Credit Union)

Sponsor-wide plan assets over time

All Teg Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.930212939021416% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.7M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 216 $17M
2023 2 220 $20M
2024 2 307 $24M

Nearby 401(k) Plans in New York

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

Teg Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Teg Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.003687941 · Participants: 112Teg Federal Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Teg Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Teg Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Dbcr, Inc. Profit Sharing Plan in OH ($4M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Teg Federal Credit Union Capital Accumulation Plan assets move in 2022? ▼
Teg Federal Credit Union Capital Accumulation Plan declined sharply - down 18.4% during 2022, from $5M to $4M. Reported net income was -$831K.
How have Teg Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teg Federal Credit Union's sponsor-wide assets grew 38.9%, from $17M to $24M.
Which 401(k) plans are similar in size to Teg Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dbcr, Inc. Profit Sharing Plan in OH ($4M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Teg Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 146077731.

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.