401(k) · DOL Form 5500 · 2022

American Eagle Financial Credit Union Incorporated 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
327
Participants Below avg headcount
89th
Percentile by assets National rank
$170,313
Avg per participant Above avg balance/head
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Official DOL plan name: American Eagle Financial Credit Union Incorporated Employee Savings Plan · Sponsored by American Eagle Financial Credit Union Incorporated · Connecticut · Finance & Insurance

$56M in assets, 327 participants

American Eagle Financial Credit Union Incorporated's American Eagle Financial Credit Union Incorporated Employee Savings Plan reported $56M in total assets and 327 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,597 in Finance & Insurance (9,261 peers)

Coverage in Connecticut

American Eagle Financial Credit Union Incorporated Employee Savings Plan covers 327 participants in Connecticut, about 46% of the average Connecticut filer (state average ~718 per filing). Assets: $56M.

#7,597
in Finance & Insurance (9,261 peers)
-16.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Eagle Financial Credit Union Incorporated Employee Savings Plan's outsized position by total assets

American Eagle Financial Credit Union Incorporated Employee Savings Plan vs every filed plan by assets

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

$55,692,256 Top 11% higher than 89% 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

American Eagle Financial Credit Union Incorporated Employee 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. American Eagle Financial Credit Union Incorporated Employee Savings Plan sits mid-pack in the medium band (327 participants).

Published 5500 schedule card

Filing strip 472559616 · American Eagle Financial Credit Union Incorporated PY 2022 · 401(k)

American Eagle Financial Credit Union Incorporated Employee Savings Plan · $56M · 327 · 89th

  • 5500 $56M
  • 5500 327
  • 5500 89th
  • 5500 401(k)
  • 5500 near Roppe Holding Company 401(k) Plan
  • 5500 ind #7597

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 Connecticut →

American Eagle Financial Credit Union Incorporated Employee Savings Plan in the asset neighbourhood

Electro Rent Corporation Savings PlanElectro Rent Corporation Sav…$56MMoreton Companies Profit Sharing PlanMoreton Companies Profit Sha…$56MAmerican Eagle Financial Credit Union Incorporated Employee Savings PlanAmerican Eagle Financial Cre…$56MRoppe Holding Company 401(k) PlanRoppe Holding Company 401(k)…$56MThe Act 1 Group of Companies 401(k) Plan for Staff EmployeesThe Act 1 Group of Companies…$56M
End-of-year total assets ($M) among American Eagle Financial Credit Union Incorporated Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$56M
Net Income-$11M
Employer EIN472559616
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Eagle Financial Credit Union Incorporated)

Sponsor-wide plan assets over time

All American Eagle Financial Credit Union Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$67M 19.92875634271307% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.7M $66.8M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 327 $56M
2023 1 338 $63M
2024 1 356 $67M

Nearby 401(k) Plans in Connecticut

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

American Eagle Financial Credit Union Incorporated Employee Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants American Eagle Financial Credit Union Incorporated Employee Savings Plan, Total assets ($B): 0.055692256 · Participants: 327American Eagle Financial Credit Union Incorporated Employee Savings PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
American Eagle Financial Credit Union Incorporated Employee Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare American Eagle Financial Credit Union Incorporated Employee Savings Plan side-by-side with 3 peers →

American Eagle Financial Credit Union Incorporated Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Roppe Holding Company 401(k) Plan in OH ($56M); by covered participants it is Everlaw, Inc. 401(k) Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 American Eagle Financial Credit Union Incorporated Employee Savings Plan assets move in 2022? ▼
American Eagle Financial Credit Union Incorporated Employee Savings Plan declined sharply - down 16.4% during 2022, from $67M to $56M. Reported net income was -$11M.
How have American Eagle Financial Credit Union Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Eagle Financial Credit Union Incorporated's sponsor-wide assets grew 19.9%, from $56M to $67M.
Where does American Eagle Financial Credit Union Incorporated Employee Savings Plan rank by assets among Form 5500 filers? ▼
American Eagle Financial Credit Union Incorporated Employee Savings Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Eagle Financial Credit Union Incorporated Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Roppe Holding Company 401(k) Plan in OH ($56M, 660 participants).
Which 401(k) plans cover a similar participant headcount to American Eagle Financial Credit Union Incorporated Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Everlaw, Inc. 401(k) Plan in CA (327 participants, $18M 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 472559616.

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.