Profit Sharing · DOL Form 5500 · 2022

Broadview Federal Credit Union Profit Sharing Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
854
Participants Near avg headcount
87th
Percentile by assets National rank
$50,655
Avg per participant Low balance/head
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Official DOL plan name: Sefcu Profit Sharing Plan · Sponsored by Broadview Federal Credit Union · New York · Finance & Insurance

$43M in assets, 854 participants

Broadview Federal Credit Union's Sefcu Profit Sharing Plan reported $43M in total assets and 854 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.

  • #7,286 in Finance & Insurance (9,261 peers)

Where Sefcu Profit Sharing Plan sits by assets

Sefcu Profit Sharing Plan sits in the top quartile of all filed plans by assets, $43M for 854 participants (~$50,655/participant), down 13.8% in 2022.

#7,286
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sefcu Profit Sharing Plan's outsized position by total assets

Sefcu Profit Sharing Plan vs every filed plan by assets

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

$43,259,487 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

Sefcu Profit Sharing 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. Sefcu Profit Sharing Plan sits mid-pack in the medium band (854 participants).

Plan-year Form 5500 strip

Filing strip 141338566 · Broadview Federal Credit Union PY 2022 · Profit Sharing

Sefcu Profit Sharing Plan · $43M · 854 · 87th

  • BOOK $43M
  • VS-ST 854
  • BOY 87th
  • SCH Profit Sharing
  • EBSA near Wellons Group, Inc. Profit Sharing Plan and Trust
  • PART ind #7286

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 New York →

Sefcu Profit Sharing Plan in the asset neighbourhood

Cohen & Company 401(k) Psp & Trust (Carve-Out)Cohen & Company 401(k) Psp &…$44MWellons Group, Inc. Profit Sharing Plan and TrustWellons Group, Inc. Profit S…$43MSefcu Profit Sharing Plan$43MCarriage House Investments Company Employees' Profit Sharing PlanCarriage House Investments C…$43MFresno Truck Center Profit Sharing PlanFresno Truck Center Profit S…$43M
End-of-year total assets ($M) among Sefcu Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$43M
Net Income-$7M
Employer EIN141338566
Plan Effective Date1991-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Broadview Federal Credit Union)

Sponsor-wide plan assets over time

All Broadview Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$246M 114.7506564680464% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $114M $246M ▲ +114.8%
Year Plans Participants Total Assets
2022 3 2,215 $114M
2023 1 1,008 $216M
2024 1 1,532 $246M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sefcu Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.522.5 Total assets ($B) Participants Sefcu Profit Sharing Plan, Total assets ($B): 0.043259487 · Participants: 854Sefcu Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 1.982735962 · Participants: 19997Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.649838154 · Participants: 3494Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.458865603 · Participants: 5696Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.065250862 · Participants: 11139The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.836936679 · Participants: 11072Mason Tenders District Council Annuity Fund
Sefcu Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Sefcu Profit Sharing Plan side-by-side with 3 peers →

Sefcu Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Wellons Group, Inc. Profit Sharing Plan and Trust in WA ($43M); by covered participants it is T-Mobile Puerto Rico 1165(e) Plan in WA (852 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (854 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 Sefcu Profit Sharing Plan assets move in 2022? ▼
Sefcu Profit Sharing Plan pulled back noticeably - down 13.8% during 2022, from $50M to $43M. Reported net income was -$7M.
How have Broadview Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broadview Federal Credit Union's sponsor-wide assets grew 114.8%, from $114M to $246M.
Where does Sefcu Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Sefcu Profit Sharing Plan 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 Profit Sharing plans are similar in size to Sefcu Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Wellons Group, Inc. Profit Sharing Plan and Trust in WA ($43M, 178 participants).
Which Profit Sharing plans cover a similar participant headcount to Sefcu Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is T-Mobile Puerto Rico 1165(e) Plan in WA (852 participants, $47M 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 141338566.

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.