401(k) · DOL Form 5500 · 2022

Max Credit Union 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
311
Participants Below avg headcount
88th
Percentile by assets National rank
$156,982
Avg per participant Above avg balance/head
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Official DOL plan name: Max Credit Union Capital Accumulation Plan · Sponsored by Max Credit Union · Alabama · Finance & Insurance

$49M in assets, 311 participants

Max Credit Union's Max Credit Union Capital Accumulation Plan reported $49M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,448 in Finance & Insurance (9,261 peers)

Where Max Credit Union Capital Accumulation Plan sits by assets

Max Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $49M for 311 participants (~$156,982/participant), down 5.6% in 2022.

#7,448
in Finance & Insurance (9,261 peers)
-5.6%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

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

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

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

$48,821,440 Top 12% higher than 88% 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

Max 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. Max Credit Union Capital Accumulation Plan sits mid-pack in the medium band (311 participants).

EBSA filing schedule strip

Filing strip 364618706 · Max Credit Union PY 2022 · 401(k)

Max Credit Union Capital Accumulation Plan · $49M · 311 · 88th

  • SCH $49M
  • EBSA 311
  • PART 88th
  • TYPE 401(k)
  • NET near Imanage LLC 401(k) Plan
  • BOOK ind #7448

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 Alabama →

Max Credit Union Capital Accumulation Plan in the asset neighbourhood

Qualified Emergency Specialists, Inc. 401(k) Profit Sharing PlanQualified Emergency Speciali…$49MAscensus Secure Retirement Pooled Employer PlanAscensus Secure Retirement P…$49MBenderson Development Co., LLC 401(k) Retirement PlanBenderson Development Co., L…$49MMax Credit Union Capital Accumulation PlanMax Credit Union Capital Acc…$49MImanage LLC 401(k) Plan$49M
End-of-year total assets ($M) among Max Credit Union 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)$52M
Net Assets (End of Year)$49M
Net Income-$3M
Employer EIN364618706
Plan Effective Date1983-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Max Credit Union)

Sponsor-wide plan assets over time

All Max Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 17.429002503817994% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.8M $57.3M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 311 $49M
2023 1 315 $53M
2024 1 304 $57M

Nearby 401(k) Plans in Alabama

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

Max Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Max Credit Union Capital Accumulation Plan, Total assets ($B): 0.04882144 · Participants: 311Max Credit Union Capital Accumulation PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Max Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Max Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Imanage LLC 401(k) Plan in IL ($49M); by covered participants it is Brightwheel 401(k) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Max Credit Union Capital Accumulation Plan assets move in 2022? ▼
Max Credit Union Capital Accumulation Plan pulled back noticeably - down 5.6% during 2022, from $52M to $49M. Reported net income was -$3M.
How have Max Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Max Credit Union's sponsor-wide assets grew 17.4%, from $49M to $57M.
Where does Max Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Max Credit Union Capital Accumulation Plan ranks in the 88th 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 Max Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imanage LLC 401(k) Plan in IL ($49M, 486 participants).
Which 401(k) plans cover a similar participant headcount to Max Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightwheel 401(k) Plan in CA (311 participants, $6M 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 364618706.

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.