401(k) · DOL Form 5500 · 2022

Credit Union of America 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
213
Participants Below avg headcount
77th
Percentile by assets National rank
$90,320
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union of America Capital Accumulation Plan · Sponsored by Credit Union of America · Kansas · Finance & Insurance

$19M in assets, 213 participants

Credit Union of America's Credit Union of America Capital Accumulation Plan reported $19M in total assets and 213 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,846 in Finance & Insurance (9,261 peers)

Where Credit Union of America Capital Accumulation Plan sits by assets

Credit Union of America Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $19M for 213 participants (~$90,320/participant), down 18.0% in 2022.

#5,846
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY
0.2×
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.

Credit Union of America Capital Accumulation Plan's outsized position by total assets

Credit Union of America Capital Accumulation Plan vs every filed plan by assets

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

$19,238,132 Top 23% higher than 77% 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 of America Capital Accumulation 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 of America Capital Accumulation Plan sits mid-pack in the medium band (213 participants).

EBSA filing schedule strip

Filing strip 480477295 · Credit Union of America PY 2022 · 401(k)

Credit Union of America Capital Accumulation Plan · $19M · 213 · 77th

  • RANK $19M
  • RANK 213
  • RANK 77th
  • RANK 401(k)
  • RANK near Sachse Construction & Development Company, LLC 401(k) Plan
  • RANK ind #5846

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 Kansas →

Credit Union of America Capital Accumulation Plan in the asset neighbourhood

Credit Union of America Capital Accumulation PlanCredit Union of America Capi…$19MSachse Construction & Development Company, LLC 401(k) PlanSachse Construction & Develo…$19MKahler Slater 401(k) Savings PlanKahler Slater 401(k) Savings…$19MWellbore Integrity Solutions 401(k) PlanWellbore Integrity Solutions…$19MD. Shelly Group, Inc. 401(k) Retirement Savings PlanD. Shelly Group, Inc. 401(k)…$19M
End-of-year total assets ($M) among Credit Union of America Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN480477295
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union of America)

Sponsor-wide plan assets over time

All Credit Union of America plans reported in each filing year

Latest sponsor-wide plan assets
$28M 45.266458302708386% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $28M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 213 $19M
2023 1 232 $23M
2024 1 257 $28M

Nearby 401(k) Plans in Kansas

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

Credit Union of America Capital Accumulation Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Credit Union of America Capital Accumulation Plan, Total assets ($B): 0.019238132 · Participants: 213Credit Union of America Capital Accumulation PlanKoch Industries Inc Employees' Savings Plan, Total assets ($B): 3.432760938 · Participants: 11970Koch Industries Inc Employees' Savings PlanBlack & Veatch Retirement Program, Total assets ($B): 2.293186819 · Participants: 6182Black & Veatch Retirement ProgramPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 1.891438135 · Participants: 1231Performance Contracting Group, Inc. ESOP/401(k) PlanGarmin International, Inc. Retirement Plan, Total assets ($B): 1.415069651 · Participants: 6273Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.065726181 · Participants: 7558Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Credit Union of America Capital Accumulation Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Credit Union of America Capital Accumulation Plan side-by-side with 3 peers →

Credit Union of America Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Sachse Construction & Development Company, LLC 401(k) Plan in MI ($19M); by covered participants it is Atlantic Capital Bank 401(k) Plan in GA (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Credit Union of America Capital Accumulation Plan assets move in 2022? ▼
Credit Union of America Capital Accumulation Plan declined sharply - down 18.0% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Credit Union of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union of America's sponsor-wide assets grew 45.3%, from $19M to $28M.
Where does Credit Union of America Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Credit Union of America Capital Accumulation Plan ranks in the 77th 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 Credit Union of America Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sachse Construction & Development Company, LLC 401(k) Plan in MI ($19M, 229 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union of America Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Capital Bank 401(k) Plan in GA (213 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 480477295.

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.