401(k) · DOL Form 5500 · 2022

Guardian Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
72
Participants Small participant base
49th
Percentile by assets National rank
$65,152
Avg per participant Low balance/head
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Official DOL plan name: Guardian Credit Union 401(k) Plan and Trust · Sponsored by Guardian Credit Union · Wisconsin · Finance & Insurance

$5M in assets, 72 participants

Guardian Credit Union's Guardian Credit Union 401(k) Plan and Trust reported $5M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #3,177 in Finance & Insurance (9,261 peers)

Guardian Credit Union multi-year trail

Guardian Credit Union's plans moved +44.5% in assets from 2022 to 2024; this filing shows Guardian Credit Union 401(k) Plan and Trust at $5M / 72 participants.

#3,177
in Finance & Insurance (9,261 peers)
-17.0%
assets change YoY

The plan reported a net loss of $958K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Guardian Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

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

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

$4,690,951 49th percentile higher than 49% 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

Guardian Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Guardian Credit Union 401(k) Plan and Trust is a small filing (72 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 390334442 · Guardian Credit Union PY 2022 · 401(k)

Guardian Credit Union 401(k) Plan and Trust · $5M · 72 · 49th

  • IND $5M
  • EOY 72
  • 5500 49th
  • ASSETS 401(k)
  • PCT near Acorn Technologies, Inc. 401(k) Plan
  • EIN ind #3177

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 Wisconsin →

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

Guardian Credit Union 401(k) Plan and TrustGuardian Credit Union 401(k)…$5MAcorn Technologies, Inc. 401(k) PlanAcorn Technologies, Inc. 401…$5MPost Printing Company 401(k) PlanPost Printing Company 401(k)…$5MEarly Learning Indiana, Inc. 401(k) PlanEarly Learning Indiana, Inc.…$5MVeneklasen Associates 401(k) Plan and TrustVeneklasen Associates 401(k)…$5M
End-of-year total assets ($M) among Guardian Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Guardian Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Guardian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$7M 44.45239355516611% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.69M $6.78M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 72 $5M
2023 1 81 $6M
2024 1 83 $7M

Guardian Credit Union filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$958K
Employer EIN390334442
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Guardian Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Guardian Credit Union 401(k) Plan and Trust, Total assets ($B): 0.004690951 · Participants: 72Guardian Credit Union 401(k) Plan and TrustJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Guardian Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Guardian Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Acorn Technologies, Inc. 401(k) Plan in CA ($5M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Guardian Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Guardian Credit Union 401(k) Plan and Trust declined sharply - down 17.0% during 2022, from $6M to $5M. Reported net income was -$958K.
How have Guardian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Guardian Credit Union's sponsor-wide assets grew 44.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Guardian Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acorn Technologies, Inc. 401(k) Plan in CA ($5M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Guardian Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M 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 390334442.

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.