401(k) · DOL Form 5500 · 2022

Credit Union National Association, Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
237
Participants Below avg headcount
93rd
Percentile by assets National rank
$472,393
Avg per participant High balance/head
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Official DOL plan name: Credit Union National Association, Inc. 401(k) Plan · Sponsored by Credit Union National Association, Inc. · Wisconsin · Finance & Insurance

$112M in assets, 237 participants

Credit Union National Association, Inc.'s Credit Union National Association, Inc. 401(k) Plan reported $112M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,270 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Credit Union National Association, Inc. 401(k) Plan covers 237 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $112M.

#8,270
in Finance & Insurance (9,261 peers)
$6M
reported net income
1.1×
vs typical plan assets (national mean)

Credit Union National Association, Inc. 401(k) Plan's outsized position by total assets

Credit Union National Association, Inc. 401(k) Plan vs every filed plan by assets

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

$111,957,249 Top 7% higher than 93% 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

Credit Union National Association, Inc. 401(k) 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. Credit Union National Association, Inc. 401(k) Plan sits mid-pack in the medium band (237 participants).

Plan-year Form 5500 strip

Filing strip 237065623 · Credit Union National Association, Inc. PY 2022 · 401(k)

Credit Union National Association, Inc. 401(k) Plan · $112M · 237 · 93rd

  • RANK $112M
  • RANK 237
  • RANK 93rd
  • RANK 401(k)
  • RANK near Edco Deferred Compensation Plan
  • RANK ind #8270

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 →

Credit Union National Association, Inc. 401(k) Plan in the asset neighbourhood

Boise Cascade Company Hourly Savings PlanBoise Cascade Company Hourly…$112MNational Fuel Gas Company Tax Deferred Savings PlanNational Fuel Gas Company Ta…$112MEdco Deferred Compensation PlanEdco Deferred Compensation P…$112MAltres 401(k) Retirement Plan$112MCredit Union National Association, Inc. 401(k) PlanCredit Union National Associ…$112M
End-of-year total assets ($M) among Credit Union National Association, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$112M
Net Income$6M
Employer EIN237065623
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union National Association, Inc.)

Sponsor-wide plan assets over time

All Credit Union National Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 8.700558340083873% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $135M $147M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 296 $135M
2023 2 301 $127M
2024 2 322 $147M

Nearby 401(k) Plans in Wisconsin

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

Credit Union National Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Credit Union National Association, Inc. 401(k) Plan, Total assets ($B): 0.111957249 · Participants: 237Credit Union National Association, Inc. 401(k) PlanJohnson 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
Credit Union National Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Credit Union National Association, Inc. 401(k) Plan side-by-side with 3 peers →

Credit Union National Association, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Edco Deferred Compensation Plan in CA ($112M); by covered participants it is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (237 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 have Credit Union National Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union National Association, Inc.'s sponsor-wide assets grew 8.7%, from $135M to $147M.
Where does Credit Union National Association, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Credit Union National Association, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Credit Union National Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Edco Deferred Compensation Plan in CA ($112M, 1,223 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union National Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants, $5M 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 237065623.

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.