401(k) · DOL Form 5500 · 2022

Landmark Credit Union 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
812
Participants Near avg headcount
87th
Percentile by assets National rank
$53,065
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Landmark Credit Union 401(k) Plan and Trust · Sponsored by Landmark Credit Union · Wisconsin · Finance & Insurance

$43M in assets, 812 participants

Landmark Credit Union's Landmark Credit Union 401(k) Plan and Trust reported $43M in total assets and 812 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,281 in Finance & Insurance (9,261 peers)

Where Landmark Credit Union 401(k) Plan and Trust sits by assets

Landmark Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 812 participants (~$53,065/participant), down 11.2% in 2022.

#7,281
in Finance & Insurance (9,261 peers)
-11.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Landmark Credit Union 401(k) Plan and Trust's outsized position by total assets

Landmark Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$43,089,106 Top 13% higher than 87% 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

Landmark Credit Union 401(k) Plan and Trust 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. Landmark Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (812 participants).

DOL schedule card

Filing strip 390203995 · Landmark Credit Union PY 2022 · 401(k)

Landmark Credit Union 401(k) Plan and Trust · $43M · 812 · 87th

  • EBSA $43M
  • PART 812
  • TYPE 87th
  • NET 401(k)
  • BOOK near Sag-Aftra 401(k) Retirement Plan
  • VS-ST ind #7281

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 →

Landmark Credit Union 401(k) Plan and Trust in the asset neighbourhood

Landmark Credit Union 401(k) Plan and TrustLandmark Credit Union 401(k)…$43MSag-Aftra 401(k) Retirement PlanSag-Aftra 401(k) Retirement …$43MCarthage Area Hospital 401(k) PlanCarthage Area Hospital 401(k…$43MCommunity Services Group 401(k) Retirement PlanCommunity Services Group 401…$43MNeff Group Distributors, Inc. Retirement PlanNeff Group Distributors, Inc…$43M
End-of-year total assets ($M) among Landmark Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$43M
Net Income-$5M
Employer EIN390203995
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Credit Union)

Sponsor-wide plan assets over time

All Landmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$122M 24.393355951927774% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.8M $122M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 1,456 $98M
2023 2 1,513 $114M
2024 2 1,470 $122M

Nearby 401(k) Plans in Wisconsin

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

Landmark Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Landmark Credit Union 401(k) Plan and Trust, Total assets ($B): 0.043089106 · Participants: 812Landmark Credit Union 401(k) Plan and TrustJohnson 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
Landmark Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Landmark Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Landmark Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Sag-Aftra 401(k) Retirement Plan in CA ($43M); by covered participants it is Werner Co. Employee Savings Plan in PA (812 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (812 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 Landmark Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Landmark Credit Union 401(k) Plan and Trust pulled back noticeably - down 11.2% during 2022, from $49M to $43M. Reported net income was -$5M.
How have Landmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Credit Union's sponsor-wide assets grew 24.4%, from $98M to $122M.
Where does Landmark Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Landmark Credit Union 401(k) Plan and Trust ranks in the 87th 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 Landmark Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sag-Aftra 401(k) Retirement Plan in CA ($43M, 402 participants).
Which 401(k) plans cover a similar participant headcount to Landmark Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Werner Co. Employee Savings Plan in PA (812 participants, $77M 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 390203995.

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.