401(k) · DOL Form 5500 · 2022

Marine Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
409
Participants Below avg headcount
81st
Percentile by assets National rank
$63,322
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$26M in assets, 409 participants

Marine Credit Union's Marine Credit Union 401(k) Plan and Trust reported $26M in total assets and 409 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.

  • #6,427 in Finance & Insurance (9,261 peers)

Where Marine Credit Union 401(k) Plan and Trust sits by assets

Marine Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 409 participants (~$63,322/participant), down 11.8% in 2022.

#6,427
in Finance & Insurance (9,261 peers)
-11.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$25,898,612 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

Marine 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. Marine Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (409 participants).

Plan-year Form 5500 strip

Filing strip 390827305 · Marine Credit Union PY 2022 · 401(k)

Marine Credit Union 401(k) Plan and Trust · $26M · 409 · 81st

  • RANK $26M
  • PHOTO 409
  • IND 81st
  • EOY 401(k)
  • 5500 near Medifast, Inc. 401(k) Plan
  • ASSETS ind #6427

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 →

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

Marine Credit Union 401(k) Plan and TrustMarine Credit Union 401(k) P…$26MMedifast, Inc. 401(k) Plan$26MHilltop National Bank 401(k) Savings PlanHilltop National Bank 401(k)…$26MRichards, Inc. 401(k) Profit Sharing Plan and TrustRichards, Inc. 401(k) Profit…$26MSanta Cruz Seaside Company Profit Sharing and 401(k) PlanSanta Cruz Seaside Company P…$26M
End-of-year total assets ($M) among Marine Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN390827305
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marine Credit Union)

Sponsor-wide plan assets over time

All Marine Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 44.21161257599442% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $37.4M ▲ +44.2%
Year Plans Participants Total Assets
2022 1 409 $26M
2023 1 435 $32M
2024 1 427 $37M

Nearby 401(k) Plans in Wisconsin

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

Marine 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 ($B) Participants Marine Credit Union 401(k) Plan and Trust, Total assets ($B): 0.025898612 · Participants: 409Marine 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
Marine Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marine Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Marine 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 Medifast, Inc. 401(k) Plan in MD ($26M); by covered participants it is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Marine Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Marine Credit Union 401(k) Plan and Trust pulled back noticeably - down 11.8% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Marine Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marine Credit Union's sponsor-wide assets grew 44.2%, from $26M to $37M.
Where does Marine Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Marine 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 Marine Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Medifast, Inc. 401(k) Plan in MD ($26M, 872 participants).
Which 401(k) plans cover a similar participant headcount to Marine Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cb Richard Ellis - Ne Partners, L.P. 401(k) Retirement Plan & Trust in MA (409 participants, $22M 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 390827305.

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.