401(k) · DOL Form 5500 · 2022

Jolt Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
107
Participants Small participant base
57th
Percentile by assets National rank
$62,444
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jolt Credit Union 401(k) and Profit Sharing Plan · Sponsored by Jolt Credit Union · Michigan · Finance & Insurance

$7M in assets, 107 participants

Jolt Credit Union's Jolt Credit Union 401(k) and Profit Sharing Plan reported $7M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,717 in Finance & Insurance (9,261 peers)

Coverage in Michigan

Jolt Credit Union 401(k) and Profit Sharing Plan covers 107 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#3,717
in Finance & Insurance (9,261 peers)
-9.3%
assets change YoY

The plan reported a net loss of $688K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jolt Credit Union 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Jolt Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$6,681,511 Top 43% higher than 57% 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

Jolt Credit Union 401(k) and Profit Sharing 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. Jolt Credit Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (107 participants).

EBSA filing schedule strip

Filing strip 381544100 · Jolt Credit Union PY 2022 · 401(k)

Jolt Credit Union 401(k) and Profit Sharing Plan · $7M · 107 · 57th

  • SCH $7M
  • EBSA 107
  • PART 57th
  • TYPE 401(k)
  • NET near Ace Clearwater Enterprises 401(k) Profit Sharing Plan
  • BOOK ind #3717

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 Michigan →

Jolt Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Jolt Credit Union 401(k) and Profit Sharing PlanJolt Credit Union 401(k) and…$7MAce Clearwater Enterprises 401(k) Profit Sharing PlanAce Clearwater Enterprises 4…$7MSt. Louis Metro Electric Supply Inc. Employees' Savings and Profit Sharing Plan and TrustSt. Louis Metro Electric Sup…$7MInternational Commerce & Marketing Corp. 401(k) PlanInternational Commerce & Mar…$7MVermont Mechanical, Inc. 401(k) Plan and TrustVermont Mechanical, Inc. 401…$7M
End-of-year total assets ($M) among Jolt Credit Union 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Michigan filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$688K
Employer EIN381544100
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jolt Credit Union)

Sponsor-wide plan assets over time

All Jolt Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.985693804889344% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.68M $7.82M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 107 $7M
2023 1 106 $7M
2024 1 112 $8M

Nearby 401(k) Plans in Michigan

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

Jolt Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Jolt Credit Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.006681511 · Participants: 107Jolt Credit Union 401(k) and Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Jolt Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Jolt Credit Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Jolt Credit Union 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Ace Clearwater Enterprises 401(k) Profit Sharing Plan in CA ($7M); by covered participants it is Denmark State Bank Retirement Savings Plan in WI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Jolt Credit Union 401(k) and Profit Sharing Plan assets move in 2022? ▼
Jolt Credit Union 401(k) and Profit Sharing Plan pulled back noticeably - down 9.3% during 2022, from $7M to $7M. Reported net income was -$688K.
How have Jolt Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jolt Credit Union's sponsor-wide assets grew 17.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Jolt Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ace Clearwater Enterprises 401(k) Profit Sharing Plan in CA ($7M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Jolt Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Denmark State Bank Retirement Savings Plan in WI (107 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 381544100.

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.