401(k) · DOL Form 5500 · 2022

Ornl Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
485
Participants Below avg headcount
81st
Percentile by assets National rank
$53,713
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ornl Federal Credit Union 401(k) Plan and Trust · Sponsored by Ornl Federal Credit Union · Tennessee · Finance & Insurance

$26M in assets, 485 participants

Ornl Federal Credit Union's Ornl Federal Credit Union 401(k) Plan and Trust reported $26M in total assets and 485 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,438 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Ornl Federal Credit Union 401(k) Plan and Trust covers 485 participants in Tennessee, about 43% of the average Tennessee filer (state average ~1,126 per filing). Assets: $26M.

#6,438
in Finance & Insurance (9,261 peers)
-14.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ornl Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Ornl Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$26,050,891 Top 19% higher than 81% 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

Ornl Federal Credit Union 401(k) Plan and Trust 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. Ornl Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (485 participants).

Plan-year Form 5500 strip

Filing strip 620476738 · Ornl Federal Credit Union PY 2022 · 401(k)

Ornl Federal Credit Union 401(k) Plan and Trust · $26M · 485 · 81st

  • IND $26M
  • IND 485
  • IND 81st
  • IND 401(k)
  • IND near Newkirk Electric Associates, Inc. 401(k) Profit-Sharing Plan
  • IND ind #6438

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 Tennessee →

Ornl Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Mylan LLC Profit Sharing Employee Savings PlanMylan LLC Profit Sharing Emp…$26MLinklaters LLP 401(k) Plan for AssociatesLinklaters LLP 401(k) Plan f…$26MOrnl Federal Credit Union 401(k) Plan and TrustOrnl Federal Credit Union 40…$26MNewkirk Electric Associates, Inc. 401(k) Profit-Sharing PlanNewkirk Electric Associates,…$26MRangewater 401(k) Plan$26M
End-of-year total assets ($M) among Ornl Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$26M
Net Income-$5M
Employer EIN620476738
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ornl Federal Credit Union)

Sponsor-wide plan assets over time

All Ornl Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 30.472557436322273% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $61.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 595 $47M
2023 2 578 $53M
2024 2 583 $62M

Nearby 401(k) Plans in Tennessee

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

Ornl Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Ornl Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.026050891 · Participants: 485Ornl Federal Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Ornl Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ornl Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Newkirk Electric Associates, Inc. 401(k) Profit-Sharing Plan in MI ($26M); by covered participants it is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (485 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 Ornl Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Ornl Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 14.8% during 2022, from $31M to $26M. Reported net income was -$5M.
How have Ornl Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ornl Federal Credit Union's sponsor-wide assets grew 30.5%, from $47M to $62M.
Where does Ornl Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Ornl Federal Credit Union 401(k) Plan and Trust ranks in the 81st 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 Ornl Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Newkirk Electric Associates, Inc. 401(k) Profit-Sharing Plan in MI ($26M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Ornl Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Timpte 401(k) Retirement Savings and Profit Sharing Plan and Trust in CO (485 participants, $29M 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 620476738.

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.