401(k) · DOL Form 5500 · 2022

Topline Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
108
Participants Small participant base
72nd
Percentile by assets National rank
$131,547
Avg per participant Near avg balance/head
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Official DOL plan name: Topline Financial Credit Union 401(k) Plan · Sponsored by Topline Financial Credit Union · Minnesota · Finance & Insurance

$14M in assets, 108 participants

Topline Financial Credit Union's Topline Financial Credit Union 401(k) Plan reported $14M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,202 in Finance & Insurance (9,261 peers)

Coverage in Minnesota

Topline Financial Credit Union 401(k) Plan covers 108 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $14M.

#5,202
in Finance & Insurance (9,261 peers)
-14.9%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$14,207,059 Top 28% higher than 72% 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

Topline Financial 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. Topline Financial Credit Union 401(k) Plan sits mid-pack in the medium band (108 participants).

DOL schedule card

Filing strip 410415960 · Topline Financial Credit Union PY 2022 · 401(k)

Topline Financial Credit Union 401(k) Plan · $14M · 108 · 72nd

  • SCH $14M
  • EBSA 108
  • PART 72nd
  • TYPE 401(k)
  • NET near Reed Oil Company 401(k) Profit Sharing Plan
  • BOOK ind #5202

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 Minnesota →

Topline Financial Credit Union 401(k) Plan in the asset neighbourhood

Topline Financial Credit Union 401(k) PlanTopline Financial Credit Uni…$14MReed Oil Company 401(k) Profit Sharing PlanReed Oil Company 401(k) Prof…$14MLykes Retirement Savings Plan$14MVoss Electric Company 401(k) PlanVoss Electric Company 401(k)…$14MJedco, Inc. 401(k)/Profit Sharing PlanJedco, Inc. 401(k)/Profit Sh…$14M
End-of-year total assets ($M) among Topline Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$2M
Employer EIN410415960
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Topline Financial Credit Union)

Sponsor-wide plan assets over time

All Topline Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 74.81200014725074% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.2M $24.8M ▲ +74.8%
Year Plans Participants Total Assets
2022 1 108 $14M
2023 1 109 $16M
2024 1 179 $25M

Nearby 401(k) Plans in Minnesota

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

Topline Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Topline Financial Credit Union 401(k) Plan, Total assets ($B): 0.014207059 · Participants: 108Topline Financial Credit Union 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Topline Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Topline Financial Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Reed Oil Company 401(k) Profit Sharing Plan in PA ($14M); by covered participants it is Holman Professional Counseling 401(k) Plan in CA (108 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 (108 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 Topline Financial Credit Union 401(k) Plan assets move in 2022? ▼
Topline Financial Credit Union 401(k) Plan pulled back noticeably - down 14.9% during 2022, from $17M to $14M. Reported net income was -$2M.
How have Topline Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Topline Financial Credit Union's sponsor-wide assets grew 74.8%, from $14M to $25M.
Which 401(k) plans are similar in size to Topline Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Reed Oil Company 401(k) Profit Sharing Plan in PA ($14M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Topline Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Holman Professional Counseling 401(k) Plan in CA (108 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 410415960.

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.