401(k) · DOL Form 5500 · 2022

Partners 1st Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
158
Participants Small participant base
72nd
Percentile by assets National rank
$94,263
Avg per participant Below avg balance/head
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Official DOL plan name: Partners 1st Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by Partners 1st Federal Credit Union · Indiana · Finance & Insurance

$15M in assets, 158 participants

Partners 1st Federal Credit Union's Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported $15M in total assets and 158 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,305 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan covers 158 participants in Indiana, about 29% of the average Indiana filer (state average ~541 per filing). Assets: $15M.

#5,305
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$14,893,581 Top 28% higher than 72% 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

Partners 1st Federal Credit Union 401(k) Retirement Savings 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. Partners 1st Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (158 participants).

Plan-year Form 5500 strip

Filing strip 351079936 · Partners 1st Federal Credit Union PY 2022 · 401(k)

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan · $15M · 158 · 72nd

  • EIN $15M
  • RANK 158
  • PHOTO 72nd
  • IND 401(k)
  • EOY near Vimo, Inc. 401(k) P/S Plan
  • 5500 ind #5305

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 Indiana →

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Partners 1st Federal Credit Union 401(k) Retirement Savings PlanPartners 1st Federal Credit …$15MVimo, Inc. 401(k) P/S Plan$15MLimestone Bancorp, Inc 401(k) Retirement Savings PlanLimestone Bancorp, Inc 401(k…$15MMortgage Express LLC 401(k) Profit Sharing PlanMortgage Express LLC 401(k) …$15MData Business Equipment, Inc. Retirement PlanData Business Equipment, Inc…$15M
End-of-year total assets ($M) among Partners 1st Federal Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN351079936
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners 1st Federal Credit Union)

Sponsor-wide plan assets over time

All Partners 1st Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.5631482448714% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.9M $18.9M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 158 $15M
2023 1 169 $17M
2024 1 193 $19M

Nearby 401(k) Plans in Indiana

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

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Partners 1st Federal Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.014893581 · Participants: 158Partners 1st Federal Credit Union 401(k) Retirement Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Partners 1st Federal Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Vimo, Inc. 401(k) P/S Plan in CA ($15M); by covered participants it is The Bill Gatton Family of Dealerships Profit in TN (158 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (158 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 Partners 1st Federal Credit Union 401(k) Retirement Savings Plan assets move in 2022? ▼
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan pulled back noticeably - down 13.8% during 2022, from $17M to $15M. Reported net income was -$2M.
How have Partners 1st Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners 1st Federal Credit Union's sponsor-wide assets grew 26.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Partners 1st Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vimo, Inc. 401(k) P/S Plan in CA ($15M, 395 participants).
Which 401(k) plans cover a similar participant headcount to Partners 1st Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bill Gatton Family of Dealerships Profit in TN (158 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 351079936.

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.