401(k) · DOL Form 5500 · 2022

Simplicity Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
106
Participants Small participant base
59th
Percentile by assets National rank
$71,190
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simplicity Credit Union Capital Accumulation Plan · Sponsored by Simplicity Credit Union · Wisconsin · Finance & Insurance

$8M in assets, 106 participants

Simplicity Credit Union's Simplicity Credit Union Capital Accumulation Plan reported $8M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,933 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Simplicity Credit Union Capital Accumulation Plan covers 106 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#3,933
in Finance & Insurance (9,261 peers)
-10.0%
assets change YoY

The plan reported a net loss of $840K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Simplicity Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Simplicity Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$7,546,135 Top 41% higher than 59% 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

Simplicity Credit Union 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. Simplicity Credit Union Capital Accumulation Plan sits mid-pack in the medium band (106 participants).

Form 5500 schedule snapshot

Filing strip 390860994 · Simplicity Credit Union PY 2022 · 401(k)

Simplicity Credit Union Capital Accumulation Plan · $8M · 106 · 59th

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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 →

Simplicity Credit Union Capital Accumulation Plan in the asset neighbourhood

Simplicity Credit Union Capital Accumulation PlanSimplicity Credit Union Capi…$8MFive Star Credit Union 401(k) Retirement Savings PlanFive Star Credit Union 401(k…$8MNational Tube Supply Company 401(k) Savings PlanNational Tube Supply Company…$8MNational Magnetics Group Inc. 401(k) Savings PlanNational Magnetics Group Inc…$8MNorcom Realty & Affiliates 401(k) PlanNorcom Realty & Affiliates 4…$8M
End-of-year total assets ($M) among Simplicity Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$840K
Employer EIN390860994
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplicity Credit Union)

Sponsor-wide plan assets over time

All Simplicity Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.998901424371546% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.55M $10.1M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 105 $10M
2024 1 113 $10M

Nearby 401(k) Plans in Wisconsin

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

Simplicity Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Simplicity Credit Union Capital Accumulation Plan, Total assets ($B): 0.007546135 · Participants: 106Simplicity Credit Union Capital Accumulation 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
Simplicity Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Simplicity Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Five Star Credit Union 401(k) Retirement Savings Plan in AL ($8M); by covered participants it is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Simplicity Credit Union Capital Accumulation Plan assets move in 2022? ▼
Simplicity Credit Union Capital Accumulation Plan pulled back noticeably - down 10.0% during 2022, from $8M to $8M. Reported net income was -$840K.
How have Simplicity Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplicity Credit Union's sponsor-wide assets grew 34.0%, from $8M to $10M.
Which 401(k) plans are similar in size to Simplicity Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Five Star Credit Union 401(k) Retirement Savings Plan in AL ($8M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Simplicity Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Laboratory Systems, LLC 401(k) Plan in NC (106 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 390860994.

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.