401(k) · DOL Form 5500 · 2022

Apple Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
471
Participants Below avg headcount
86th
Percentile by assets National rank
$81,246
Avg per participant Below avg balance/head
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Official DOL plan name: Apple Federal Credit Union 401(k) Retirement Plan · Sponsored by Apple Federal Credit Union · Virginia · Finance & Insurance

$38M in assets, 471 participants

Apple Federal Credit Union's Apple Federal Credit Union 401(k) Retirement Plan reported $38M in total assets and 471 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,100 in Finance & Insurance (9,261 peers)

Where Apple Federal Credit Union 401(k) Retirement Plan sits by assets

Apple Federal Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $38M for 471 participants (~$81,246/participant), down 12.4% in 2022.

#7,100
in Finance & Insurance (9,261 peers)
-12.4%
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.

Apple Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Apple Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$38,266,821 Top 14% higher than 86% 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

Apple Federal Credit Union 401(k) Retirement 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. Apple Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (471 participants).

DOL schedule card

Filing strip 540629628 · Apple Federal Credit Union PY 2022 · 401(k)

Apple Federal Credit Union 401(k) Retirement Plan · $38M · 471 · 86th

  • PART $38M
  • TYPE 471
  • NET 86th
  • BOOK 401(k)
  • VS-ST near South Denver Cardiology Associates, P.C. 401(k) Profit Sharing Plan
  • BOY ind #7100

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 Virginia →

Apple Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Apple Federal Credit Union 401(k) Retirement PlanApple Federal Credit Union 4…$38MSouth Denver Cardiology Associates, P.C. 401(k) Profit Sharing PlanSouth Denver Cardiology Asso…$38MLabaton Sucharow LLP 401(k) Savings & Profit Sharing PlanLabaton Sucharow LLP 401(k) …$38M401(k) Plan and Employees Trust of Oncology Hematology West, P. C.401(k) Plan and Employees Tr…$38MMobis-Alabama 401(k) Plan$38M
End-of-year total assets ($M) among Apple Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN540629628
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Federal Credit Union)

Sponsor-wide plan assets over time

All Apple Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$60M 57.8320812173031% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.3M $60.4M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 471 $38M
2023 1 502 $49M
2024 1 521 $60M

Nearby 401(k) Plans in Virginia

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

Apple Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Apple Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.038266821 · Participants: 471Apple Federal Credit Union 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Apple Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Apple Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is South Denver Cardiology Associates, P.C. 401(k) Profit Sharing Plan in CO ($38M); by covered participants it is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 Apple Federal Credit Union 401(k) Retirement Plan assets move in 2022? ▼
Apple Federal Credit Union 401(k) Retirement Plan pulled back noticeably - down 12.4% during 2022, from $44M to $38M. Reported net income was -$5M.
How have Apple Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Federal Credit Union's sponsor-wide assets grew 57.8%, from $38M to $60M.
Where does Apple Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Apple Federal Credit Union 401(k) Retirement Plan ranks in the 86th 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 Apple Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Denver Cardiology Associates, P.C. 401(k) Profit Sharing Plan in CO ($38M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Apple Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wireco Worldgroup, Inc. 401(k) Savings Plan in KS (471 participants, $46M 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 540629628.

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.