401(k) · DOL Form 5500 · 2022

Community First Credit Union 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
524
Participants Below avg headcount
83rd
Percentile by assets National rank
$57,871
Avg per participant Low balance/head
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Official DOL plan name: Community First Credit Union Capital Accumulation Plan · Sponsored by Community First Credit Union · Wisconsin · Finance & Insurance

$30M in assets, 524 participants

Community First Credit Union's Community First Credit Union Capital Accumulation Plan reported $30M in total assets and 524 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,708 in Finance & Insurance (9,261 peers)

Where Community First Credit Union Capital Accumulation Plan sits by assets

Community First Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $30M for 524 participants (~$57,871/participant), down 15.9% in 2022.

#6,708
in Finance & Insurance (9,261 peers)
-15.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Community First Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$30,324,323 Top 17% higher than 83% 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

Community First 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. Community First Credit Union Capital Accumulation Plan sits mid-pack in the medium band (524 participants).

EBSA filing schedule strip

Filing strip 396264347 · Community First Credit Union PY 2022 · 401(k)

Community First Credit Union Capital Accumulation Plan · $30M · 524 · 83rd

  • BOY $30M
  • BOY 524
  • BOY 83rd
  • BOY 401(k)
  • BOY near Charms Employees Retirement and Savings Plan
  • BOY ind #6708

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 →

Community First Credit Union Capital Accumulation Plan in the asset neighbourhood

Csg Consultants, Inc. 401(k) Savings PlanCsg Consultants, Inc. 401(k)…$30MSociedad Espanola De Auxilio Mutuo Y Beneficiencia De Puerto Rico Retirement PlanSociedad Espanola De Auxilio…$30MCommunity First Credit Union Capital Accumulation PlanCommunity First Credit Union…$30MCharms Employees Retirement and Savings PlanCharms Employees Retirement …$30MCommunity Health Centers of the Rutland Region 403(b) Retirement PlanCommunity Health Centers of …$30M
End-of-year total assets ($M) among Community First 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)$36M
Net Assets (End of Year)$30M
Net Income-$6M
Employer EIN396264347
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Sponsor-wide plan assets over time

All Community First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$139M 30.024752696690182% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 992 $107M
2023 2 1,065 $114M
2024 2 1,141 $139M

Nearby 401(k) Plans in Wisconsin

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

Community First 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 ($B) Participants Community First Credit Union Capital Accumulation Plan, Total assets ($B): 0.030324323 · Participants: 524Community First 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
Community First Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Community First Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Community First 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 Charms Employees Retirement and Savings Plan in IL ($30M); by covered participants it is Absolute Care Management Corporation 401(k) Plan in AR (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 Community First Credit Union Capital Accumulation Plan assets move in 2022? ▼
Community First Credit Union Capital Accumulation Plan declined sharply - down 15.9% during 2022, from $36M to $30M. Reported net income was -$6M.
How have Community First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community First Credit Union's sponsor-wide assets grew 30.0%, from $107M to $139M.
Where does Community First Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Community First Credit Union Capital Accumulation Plan ranks in the 83rd 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 Community First Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Charms Employees Retirement and Savings Plan in IL ($30M, 309 participants).
Which 401(k) plans cover a similar participant headcount to Community First Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Absolute Care Management Corporation 401(k) Plan in AR (524 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 396264347.

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.