401(k) · DOL Form 5500 · 2022

Jovia Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
436
Participants Below avg headcount
81st
Percentile by assets National rank
$59,590
Avg per participant Low balance/head
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Official DOL plan name: Jovia Financial Credit Union Capital Appreciation Plan · Sponsored by Jovia Financial Credit Union · New York · Finance & Insurance

$26M in assets, 436 participants

Jovia Financial Credit Union's Jovia Financial Credit Union Capital Appreciation Plan reported $26M in total assets and 436 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.

  • #6,436 in Finance & Insurance (9,261 peers)

Where Jovia Financial Credit Union Capital Appreciation Plan sits by assets

Jovia Financial Credit Union Capital Appreciation Plan sits in the top quartile of all filed plans by assets, $26M for 436 participants (~$59,590/participant), down 13.7% in 2022.

#6,436
in Finance & Insurance (9,261 peers)
-13.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jovia Financial Credit Union Capital Appreciation Plan's outsized position by total assets

Jovia Financial Credit Union Capital Appreciation Plan vs every filed plan by assets

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

$25,981,125 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

Jovia Financial Credit Union Capital Appreciation Plan 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. Jovia Financial Credit Union Capital Appreciation Plan sits mid-pack in the medium band (436 participants).

DOL schedule card

Filing strip 111644859 · Jovia Financial Credit Union PY 2022 · 401(k)

Jovia Financial Credit Union Capital Appreciation Plan · $26M · 436 · 81st

  • PCT $26M
  • EIN 436
  • RANK 81st
  • PHOTO 401(k)
  • IND near Per Mar Security and Research Corp. 401(k) Plan
  • EOY ind #6436

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 →

Jovia Financial Credit Union Capital Appreciation Plan in the asset neighbourhood

Texas Riogrande Legal Aid, Inc. 401(k) Profit Sharing PlanTexas Riogrande Legal Aid, I…$26MJovia Financial Credit Union Capital Appreciation PlanJovia Financial Credit Union…$26MPer Mar Security and Research Corp. 401(k) PlanPer Mar Security and Researc…$26MDsi Holding USA Inc. Profit Sharing and Retirement PlanDsi Holding USA Inc. Profit …$26MThe Phillips Corporation Retirement PlanThe Phillips Corporation Ret…$26M
End-of-year total assets ($M) among Jovia Financial Credit Union Capital Appreciation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$4M
Employer EIN111644859
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jovia Financial Credit Union)

Sponsor-wide plan assets over time

All Jovia Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$81M 35.736144521366455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $81.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 785 $60M
2023 2 840 $73M
2024 2 966 $81M

Nearby 401(k) Plans in New York

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

Jovia Financial Credit Union Capital Appreciation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Jovia Financial Credit Union Capital Appreciation Plan, Total assets ($B): 0.025981125 · Participants: 436Jovia Financial Credit Union Capital Appreciation 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
Jovia Financial Credit Union Capital Appreciation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jovia Financial Credit Union Capital Appreciation Plan side-by-side with 3 peers →

Jovia Financial Credit Union Capital Appreciation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Per Mar Security and Research Corp. 401(k) Plan in IA ($26M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (436 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (436 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 Jovia Financial Credit Union Capital Appreciation Plan assets move in 2022? ▼
Jovia Financial Credit Union Capital Appreciation Plan pulled back noticeably - down 13.7% during 2022, from $30M to $26M. Reported net income was -$4M.
How have Jovia Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jovia Financial Credit Union's sponsor-wide assets grew 35.7%, from $60M to $81M.
Where does Jovia Financial Credit Union Capital Appreciation Plan rank by assets among Form 5500 filers? ▼
Jovia Financial Credit Union Capital Appreciation Plan 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 Jovia Financial Credit Union Capital Appreciation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Per Mar Security and Research Corp. 401(k) Plan in IA ($26M, 2,353 participants).
Which 401(k) plans cover a similar participant headcount to Jovia Financial Credit Union Capital Appreciation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (436 participants, $44M 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 111644859.

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.