401(k) · DOL Form 5500 · 2022

Connexus Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
590
Participants Below avg headcount
84th
Percentile by assets National rank
$55,990
Avg per participant Low balance/head
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Official DOL plan name: Connexus Credit Union 401(k) Plan · Sponsored by Connexus Credit Union · Wisconsin · Finance & Insurance

$33M in assets, 590 participants

Connexus Credit Union's Connexus Credit Union 401(k) Plan reported $33M in total assets and 590 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,854 in Finance & Insurance (9,261 peers)

Where Connexus Credit Union 401(k) Plan sits by assets

Connexus Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 590 participants (~$55,990/participant), up 31.8% in 2022.

#6,854
in Finance & Insurance (9,261 peers)
+31.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Connexus Credit Union 401(k) Plan's outsized position by total assets

Connexus Credit Union 401(k) Plan vs every filed plan by assets

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

$33,034,337 Top 16% higher than 84% 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

Connexus Credit Union 401(k) 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. Connexus Credit Union 401(k) Plan sits mid-pack in the medium band (590 participants).

Form 5500 schedule snapshot

Filing strip 390263945 · Connexus Credit Union PY 2022 · 401(k)

Connexus Credit Union 401(k) Plan · $33M · 590 · 84th

  • EBSA $33M
  • EBSA 590
  • EBSA 84th
  • EBSA 401(k)
  • EBSA near Pedcor Companies 401(k) Plan
  • EBSA ind #6854

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 →

Connexus Credit Union 401(k) Plan in the asset neighbourhood

The Los Angeles Lakers, Inc. Retirement Savings PlanThe Los Angeles Lakers, Inc.…$33MConnexus Credit Union 401(k) PlanConnexus Credit Union 401(k)…$33MPedcor Companies 401(k) Plan$33MThe De Moya Group, Inc. Profit Sharing Plan & TrustThe De Moya Group, Inc. Prof…$33MPrima Industrie North America, Inc. 401(k) PlanPrima Industrie North Americ…$33M
End-of-year total assets ($M) among Connexus Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$33M
Net Income$1M
Employer EIN390263945
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connexus Credit Union)

Sponsor-wide plan assets over time

All Connexus Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$54M 64.18494489536751% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33M $54.2M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 590 $33M
2023 1 654 $41M
2024 1 737 $54M

Nearby 401(k) Plans in Wisconsin

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

Connexus Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Connexus Credit Union 401(k) Plan, Total assets ($B): 0.033034337 · Participants: 590Connexus Credit Union 401(k) 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
Connexus Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Connexus Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Pedcor Companies 401(k) Plan in IN ($33M); by covered participants it is 3md, Inc. 401(k) Plan in WA (590 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (590 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 Connexus Credit Union 401(k) Plan assets move in 2022? ▼
Connexus Credit Union 401(k) Plan surged - up 31.8% during 2022, from $25M to $33M. Reported net income was $1M.
How have Connexus Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connexus Credit Union's sponsor-wide assets grew 64.2%, from $33M to $54M.
Where does Connexus Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Connexus Credit Union 401(k) Plan ranks in the 84th 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 Connexus Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pedcor Companies 401(k) Plan in IN ($33M, 936 participants).
Which 401(k) plans cover a similar participant headcount to Connexus Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 3md, Inc. 401(k) Plan in WA (590 participants, $15M 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 390263945.

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.