401(k) · DOL Form 5500 · 2022
Marine Credit Union 401(k) Plan and Trust
ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.
- $26M
- Total assets
- 409
- Participants
- 69th
- Percentile by assets
Sponsored by Marine Credit Union · Wisconsin · Finance & Insurance
What the 2022 filing shows
Marine Credit Union 401(k) Plan and Trust holds $26M for 409 participants - about $63,322 per participant, above the median plan by assets, down 11.8% over the 2022 plan year.
- $26M
- total plan assets (2022 EOY)
- 409
- covered participants
- 69th
- percentile by assets (of 84,055 plans)
- $63,322
- avg assets per participant
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.
What the Filing Says About Marine Credit Union 401(k) Plan and Trust
Marine Credit Union 401(k) Plan and Trust is a 401(k) retirement plan sponsored by Marine Credit Union, headquartered in Wisconsin. As of the 2022 Form 5500 filing, the plan reports $26M in total end-of-year assets and covers 409 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390827305, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $29M at the beginning of 2022 to $26M at year-end - a decline of 11.8%. Net assets (after liabilities) closed the year at $26M, with reported net income of $-3,473,082 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $29M |
| Total Assets (End of Year) | $26M |
| Net Assets (End of Year) | $26M |
| Net Income | $-3,473,082 |
| Plan Type | 401(k) |
| Employer EIN | 390827305 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Marine Credit Union)
| 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.
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- Fiserv 401(k) Savings Plan $4.8B · 25,280
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Related Data
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Frequently Asked Questions
How much money is in the Marine Credit Union 401(k) Plan and Trust? ▼
What type of plan is Marine Credit Union 401(k) Plan and Trust? ▼
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How did Marine Credit Union 401(k) Plan and Trust perform in 2022? ▼
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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.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.