401(k) · DOL Form 5500 · 2022

Servu Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
100
Participants Small participant base
62nd
Percentile by assets National rank
$88,772
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Servu Federal Credit Union Capital Accumulation Plan · Sponsored by Servu Federal Credit Union · New York · Finance & Insurance

$9M in assets, 100 participants

Servu Federal Credit Union's Servu Federal Credit Union Capital Accumulation Plan reported $9M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,248 in Finance & Insurance (9,261 peers)

Coverage in New York

Servu Federal Credit Union Capital Accumulation Plan covers 100 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $9M.

#4,248
in Finance & Insurance (9,261 peers)
-18.4%
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.

Servu Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Servu Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$8,877,221 Top 38% higher than 62% 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

Servu Federal Credit Union Capital Accumulation 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. Servu Federal Credit Union Capital Accumulation Plan is a small filing (100 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 166041830 · Servu Federal Credit Union PY 2022 · 401(k)

Servu Federal Credit Union Capital Accumulation Plan · $9M · 100 · 62nd

  • BOOK $9M
  • VS-ST 100
  • BOY 62nd
  • SCH 401(k)
  • EBSA near Valley Fine Foods 401(k)
  • PART ind #4248

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 New York →

Servu Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Servu Federal Credit Union Capital Accumulation PlanServu Federal Credit Union C…$9MValley Fine Foods 401(k)$9MVerrex 401(k) Savings/Retirement Plan & TrustVerrex 401(k) Savings/Retire…$9MEssential Brands, Inc. 401(k) Profit Sharing Plan & TrustEssential Brands, Inc. 401(k…$9MCentral Coast Chest Consultants 401(k) Profit Sharing PlanCentral Coast Chest Consulta…$9M
End-of-year total assets ($M) among Servu Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN166041830
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servu Federal Credit Union)

Sponsor-wide plan assets over time

All Servu Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.45706353373426% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.88M $11.2M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 100 $9M
2023 1 112 $10M
2024 1 120 $11M

Nearby 401(k) Plans in New York

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

Servu Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Servu Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.008877221 · Participants: 100Servu Federal Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Servu Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Servu Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Servu Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Valley Fine Foods 401(k) in CA ($9M); by covered participants it is The Contractors Retirement Plan in AZ (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Servu Federal Credit Union Capital Accumulation Plan assets move in 2022? ▼
Servu Federal Credit Union Capital Accumulation Plan declined sharply - down 18.4% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Servu Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servu Federal Credit Union's sponsor-wide assets grew 26.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Servu Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valley Fine Foods 401(k) in CA ($9M, 314 participants).
Which 401(k) plans cover a similar participant headcount to Servu Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Contractors Retirement Plan in AZ (100 participants, $223K 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 166041830.

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.