401(k) · DOL Form 5500 · 2022

Y-12 Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
327
Participants Below avg headcount
81st
Percentile by assets National rank
$78,320
Avg per participant Below avg balance/head
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Official DOL plan name: Y-12 Federal Credit Union 401(k) Plan and Trust · Sponsored by Y-12 Federal Credit Union · Tennessee · Finance & Insurance

$26M in assets, 327 participants

Y-12 Federal Credit Union's Y-12 Federal Credit Union 401(k) Plan and Trust reported $26M in total assets and 327 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.

  • #6,400 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Y-12 Federal Credit Union 401(k) Plan and Trust covers 327 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $26M.

#6,400
in Finance & Insurance (9,261 peers)
-2.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $548K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Y-12 Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Y-12 Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$25,610,491 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

Y-12 Federal 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. Y-12 Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (327 participants).

Form 5500 schedule snapshot

Filing strip 620473619 · Y-12 Federal Credit Union PY 2022 · 401(k)

Y-12 Federal Credit Union 401(k) Plan and Trust · $26M · 327 · 81st

  • PCT $26M
  • PCT 327
  • PCT 81st
  • PCT 401(k)
  • PCT near Erland Construction, Inc. 401(k) Plan
  • PCT ind #6400

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 Tennessee →

Y-12 Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Y-12 Federal Credit Union 401(k) Plan and TrustY-12 Federal Credit Union 40…$26MErland Construction, Inc. 401(k) PlanErland Construction, Inc. 40…$26MTreanorhl, Inc. 401(k) Profit Sharing PlanTreanorhl, Inc. 401(k) Profi…$26MJ.L. Clark Employees Retirement Savings PlanJ.L. Clark Employees Retirem…$26MPremier Packaging, LLC 401(k) PlanPremier Packaging, LLC 401(k…$26M
End-of-year total assets ($M) among Y-12 Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income-$548K
Employer EIN620473619
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Y-12 Federal Credit Union)

Sponsor-wide plan assets over time

All Y-12 Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 35.495516531043826% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $106M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 620 $78M
2023 2 664 $94M
2024 2 674 $106M

Nearby 401(k) Plans in Tennessee

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

Y-12 Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Y-12 Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.025610491 · Participants: 327Y-12 Federal Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Y-12 Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Y-12 Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Y-12 Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Erland Construction, Inc. 401(k) Plan in MA ($26M); by covered participants it is Everlaw, Inc. 401(k) Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Y-12 Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Y-12 Federal Credit Union 401(k) Plan and Trust edged down modestly - down 2.1% during 2022, from $26M to $26M. Reported net income was -$548K.
How have Y-12 Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Y-12 Federal Credit Union's sponsor-wide assets grew 35.5%, from $78M to $106M.
Where does Y-12 Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Y-12 Federal 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 Y-12 Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Erland Construction, Inc. 401(k) Plan in MA ($26M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Y-12 Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Everlaw, Inc. 401(k) Plan in CA (327 participants, $18M 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 620473619.

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.