401(k) · DOL Form 5500 · 2022

Island Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
127
Participants Small participant base
72nd
Percentile by assets National rank
$115,197
Avg per participant Below avg balance/head
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Official DOL plan name: Island Federal Credit Union 401(k) Plan & Trust · Sponsored by Island Federal Credit Union · New York · Finance & Insurance

$15M in assets, 127 participants

Island Federal Credit Union's Island Federal Credit Union 401(k) Plan & Trust reported $15M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,265 in Finance & Insurance (9,261 peers)

Coverage in New York

Island Federal Credit Union 401(k) Plan & Trust covers 127 participants in New York, about 16% of the average New York filer (state average ~798 per filing). Assets: $15M.

#5,265
in Finance & Insurance (9,261 peers)
-18.5%
assets change YoY

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.

Island Federal Credit Union 401(k) Plan & Trust's outsized position by total assets

Island Federal Credit Union 401(k) Plan & Trust vs every filed plan by assets

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

$14,630,021 Top 28% higher than 72% 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

Island Federal Credit Union 401(k) Plan & 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. Island Federal Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (127 participants).

Form 5500 schedule snapshot

Filing strip 111814791 · Island Federal Credit Union PY 2022 · 401(k)

Island Federal Credit Union 401(k) Plan & Trust · $15M · 127 · 72nd

  • EBSA $15M
  • PART 127
  • TYPE 72nd
  • NET 401(k)
  • BOOK near Coast to Coast Computer Products, Inc. 401(k) Plan
  • VS-ST ind #5265

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 →

Island Federal Credit Union 401(k) Plan & Trust in the asset neighbourhood

Island Federal Credit Union 401(k) Plan & TrustIsland Federal Credit Union …$15MCoast to Coast Computer Products, Inc. 401(k) PlanCoast to Coast Computer Prod…$15MMichigan Millers Mutual Insurance Company Employee 401(k) PlanMichigan Millers Mutual Insu…$15ML. G. Roloff Construction Co. , Inc. Profit Sharing & 401(k) PlanL. G. Roloff Construction Co…$15MDorothy Lane Market, Inc. 401(k) Retirement PlanDorothy Lane Market, Inc. 40…$15M
End-of-year total assets ($M) among Island Federal Credit Union 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$15M
Net Income-$3M
Employer EIN111814791
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Island Federal Credit Union)

Sponsor-wide plan assets over time

All Island Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$60M 21.941928140662917% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49M $59.7M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $49M
2023 2 261 $57M
2024 2 258 $60M

Nearby 401(k) Plans in New York

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

Island Federal Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Island Federal Credit Union 401(k) Plan & Trust, Total assets ($B): 0.014630021 · Participants: 127Island Federal Credit Union 401(k) Plan & TrustIBM 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
Island Federal Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Island Federal Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Coast to Coast Computer Products, Inc. 401(k) Plan in CA ($15M); by covered participants it is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Island Federal Credit Union 401(k) Plan & Trust assets move in 2022? ▼
Island Federal Credit Union 401(k) Plan & Trust declined sharply - down 18.5% during 2022, from $18M to $15M. Reported net income was -$3M.
How have Island Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Federal Credit Union's sponsor-wide assets grew 21.9%, from $49M to $60M.
Which 401(k) plans are similar in size to Island Federal Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coast to Coast Computer Products, Inc. 401(k) Plan in CA ($15M, 162 participants).
Which 401(k) plans cover a similar participant headcount to Island Federal Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Accudata Systems, Inc. 401(k) Profit Sharing Plan in TX (127 participants, N/A 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 111814791.

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.