401(k) · DOL Form 5500 · 2022

Point Breeze Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
117
Participants Small participant base
71st
Percentile by assets National rank
$120,056
Avg per participant Near avg balance/head
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Official DOL plan name: Point Breeze Credit Union Retirement Savings Plan · Sponsored by Point Breeze Credit Union · Maryland · Finance & Insurance

$14M in assets, 117 participants

Point Breeze Credit Union's Point Breeze Credit Union Retirement Savings Plan reported $14M in total assets and 117 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,181 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Point Breeze Credit Union Retirement Savings Plan covers 117 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $14M.

#5,181
in Finance & Insurance (9,261 peers)
-20.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Point Breeze Credit Union Retirement Savings Plan's outsized position by total assets

Point Breeze Credit Union Retirement Savings Plan vs every filed plan by assets

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

$14,046,587 Top 29% higher than 71% 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

Point Breeze Credit Union Retirement Savings 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. Point Breeze Credit Union Retirement Savings Plan sits mid-pack in the medium band (117 participants).

DOL schedule card

Filing strip 520447180 · Point Breeze Credit Union PY 2022 · 401(k)

Point Breeze Credit Union Retirement Savings Plan · $14M · 117 · 71st

  • TYPE $14M
  • NET 117
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Freehold Cartage, Inc. 401(k) Plan
  • SCH ind #5181

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 Maryland →

Point Breeze Credit Union Retirement Savings Plan in the asset neighbourhood

Point Breeze Credit Union Retirement Savings PlanPoint Breeze Credit Union Re…$14MFreehold Cartage, Inc. 401(k) PlanFreehold Cartage, Inc. 401(k…$14MMary Ann Liebert, Inc. 401(k) PlanMary Ann Liebert, Inc. 401(k…$14MCarolina Home Medical, Inc. Profit Sharing Plan and TrustCarolina Home Medical, Inc. …$14MCentury Contractors, Inc. 401(k) PlanCentury Contractors, Inc. 40…$14M
End-of-year total assets ($M) among Point Breeze Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$14M
Net Income-$4M
Employer EIN520447180
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point Breeze Credit Union)

Sponsor-wide plan assets over time

All Point Breeze Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.62869015797218% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 117 $14M
2023 1 141 $16M
2024 1 119 $18M

Nearby 401(k) Plans in Maryland

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

Point Breeze Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Point Breeze Credit Union Retirement Savings Plan, Total assets ($B): 0.014046587 · Participants: 117Point Breeze Credit Union Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Point Breeze Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Point Breeze Credit Union Retirement Savings Plan side-by-side with 3 peers →

Point Breeze Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Freehold Cartage, Inc. 401(k) Plan in NJ ($14M); by covered participants it is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Point Breeze Credit Union Retirement Savings Plan assets move in 2022? ▼
Point Breeze Credit Union Retirement Savings Plan declined sharply - down 20.1% during 2022, from $18M to $14M. Reported net income was -$4M.
How have Point Breeze Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point Breeze Credit Union's sponsor-wide assets grew 27.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Point Breeze Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freehold Cartage, Inc. 401(k) Plan in NJ ($14M, 242 participants).
Which 401(k) plans cover a similar participant headcount to Point Breeze Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Kansas City Landsman, L.L.C. Retirement Plan in GA (117 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 520447180.

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.