401(k) · DOL Form 5500 · 2022

Royal Credit Union 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
606
Participants Below avg headcount
90th
Percentile by assets National rank
$108,749
Avg per participant Below avg balance/head
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Official DOL plan name: Royal Credit Union 401(k) Plan · Sponsored by Royal Credit Union · Wisconsin · Finance & Insurance

$66M in assets, 606 participants

Royal Credit Union's Royal Credit Union 401(k) Plan reported $66M in total assets and 606 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,789 in Finance & Insurance (9,261 peers)

Where Royal Credit Union 401(k) Plan sits by assets

Royal Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $66M for 606 participants (~$108,749/participant), down 8.2% in 2022.

#7,789
in Finance & Insurance (9,261 peers)
-8.2%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Royal Credit Union 401(k) Plan's outsized position by total assets

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

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

$65,902,036 Top 10% higher than 90% 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

Royal 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. Royal Credit Union 401(k) Plan sits mid-pack in the medium band (606 participants).

Form 5500 schedule snapshot

Filing strip 396072970 · Royal Credit Union PY 2022 · 401(k)

Royal Credit Union 401(k) Plan · $66M · 606 · 90th

  • IND $66M
  • EOY 606
  • 5500 90th
  • ASSETS 401(k)
  • PCT near Macdonald, Illig, Jones & Britton 401(k) Retirement Plan
  • EIN ind #7789

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 →

Royal Credit Union 401(k) Plan in the asset neighbourhood

Sutherland Lumber Company Employee Savings PlanSutherland Lumber Company Em…$66MRoyal Credit Union 401(k) PlanRoyal Credit Union 401(k) Pl…$66MMacdonald, Illig, Jones & Britton 401(k) Retirement PlanMacdonald, Illig, Jones & Br…$66MKitchell Affiliates Employees' Tax Deferred Savings PlanKitchell Affiliates Employee…$66MNational Equity Fund 401(k) Retirement PlanNational Equity Fund 401(k) …$66M
End-of-year total assets ($M) among Royal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$66M
Net Income-$6M
Employer EIN396072970
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Credit Union)

Sponsor-wide plan assets over time

All Royal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$101M 53.768627117984636% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $65.9M $101M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 606 $66M
2023 1 787 $85M
2024 1 836 $101M

Nearby 401(k) Plans in Wisconsin

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

Royal Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Royal Credit Union 401(k) Plan, Total assets ($B): 0.065902036 · Participants: 606Royal Credit Union 401(k) 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
Royal Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Royal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Macdonald, Illig, Jones & Britton 401(k) Retirement Plan in PA ($66M); by covered participants it is Lakeland Financial Corporation 401(k) Plan in IN (606 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (606 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 Royal Credit Union 401(k) Plan assets move in 2022? ▼
Royal Credit Union 401(k) Plan pulled back noticeably - down 8.2% during 2022, from $72M to $66M. Reported net income was -$6M.
How have Royal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Credit Union's sponsor-wide assets grew 53.8%, from $66M to $101M.
Where does Royal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Royal Credit Union 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Royal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Macdonald, Illig, Jones & Britton 401(k) Retirement Plan in PA ($66M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Royal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lakeland Financial Corporation 401(k) Plan in IN (606 participants, $116M 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 396072970.

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.