401(k) · DOL Form 5500 · 2022
On Tap Credit Union 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 59
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $87,178
- Avg per participant Below avg balance/head
Official DOL plan name: On Tap Credit Union 401(k) Salary Reduction Plan · Sponsored by On Tap Credit Union · Colorado · Finance & Insurance
$5M in assets, 59 participants
On Tap Credit Union's On Tap Credit Union 401(k) Salary Reduction Plan reported $5M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- #3,308 in Finance & Insurance (9,261 peers)
On Tap Credit Union multi-year trail
On Tap Credit Union's plans moved +43.0% in assets from 2022 to 2024; this filing shows On Tap Credit Union 401(k) Salary Reduction Plan at $5M / 59 participants.
- #3,308
- in Finance & Insurance (9,261 peers)
- -17.0%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
On Tap Credit Union 401(k) Salary Reduction Plan's mid-pack asset rank among Finance & Insurance and all filers
On Tap Credit Union 401(k) Salary Reduction Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,143,475 Top 49% higher than 51% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
On Tap Credit Union 401(k) Salary Reduction Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. On Tap Credit Union 401(k) Salary Reduction Plan is a small filing (59 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 840442238 · On Tap Credit Union PY 2022 · 401(k)
On Tap Credit Union 401(k) Salary Reduction Plan · $5M · 59 · 51st
- IND $5M
- IND 59
- IND 51st
- IND 401(k)
- IND near Sher / Gelb, an Acct. Corp Profit Sharing Plan
- IND ind #3308
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 Colorado →
On Tap Credit Union 401(k) Salary Reduction Plan in the asset neighbourhood
On Tap Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All On Tap Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 42.97866714623868% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 59 | $5M |
| 2023 | 1 | 60 | $6M |
| 2024 | 1 | 72 | $7M |
On Tap Credit Union filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 840442238 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
On Tap Credit Union 401(k) Salary Reduction Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Sher / Gelb, an Acct. Corp Profit Sharing Plan in CA ($5M); by covered participants it is Cai Inc Prodiac Pension Plan in MA (59 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (59 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.