401(k) · DOL Form 5500 · 2022
Aurgroup Financial Credit Union, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 57
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $105,229
- Avg per participant Below avg balance/head
Official DOL plan name: Aurgroup Financial Credit Union 401(k) Plan · Sponsored by Aurgroup Financial Credit Union, Inc. · Ohio · Finance & Insurance
$6M in assets, 57 participants
Aurgroup Financial Credit Union, Inc.'s Aurgroup Financial Credit Union 401(k) Plan reported $6M in total assets and 57 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.
- #3,536 in Finance & Insurance (9,261 peers)
Aurgroup Financial Credit Union, Inc. multi-year trail
Aurgroup Financial Credit Union, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Aurgroup Financial Credit Union 401(k) Plan at $6M / 57 participants.
- #3,536
- in Finance & Insurance (9,261 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $795K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Aurgroup Financial Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Aurgroup Financial Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$5,998,063 Top 46% higher than 54% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Aurgroup Financial Credit Union 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aurgroup Financial Credit Union 401(k) Plan is a small filing (57 participants) on this national headcount ladder.
DOL schedule card
Filing strip 313040371 · Aurgroup Financial Credit Union, Inc. PY 2022 · 401(k)
Aurgroup Financial Credit Union 401(k) Plan · $6M · 57 · 54th
- ASSETS $6M
- ASSETS 57
- ASSETS 54th
- ASSETS 401(k)
- ASSETS near Spartan Electric Profit Sharing Plan & Trust
- ASSETS ind #3536
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 Ohio →
Aurgroup Financial Credit Union 401(k) Plan in the asset neighbourhood
Aurgroup Financial Credit Union, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Aurgroup Financial Credit Union, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 20.0999222582357% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 57 | $6M |
| 2023 | 1 | 49 | $7M |
| 2024 | 1 | 51 | $7M |
Aurgroup Financial Credit Union, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$795K |
| Employer EIN | 313040371 |
| Plan Effective Date | 2001-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Aurgroup Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Spartan Electric Profit Sharing Plan & Trust in MD ($6M); by covered participants it is Custom Learning Designs, Inc. 401(k) Plan in MA (57 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (57 participants); asset peers above are excluded.
- Custom Learning Designs, Inc. 401(k) Plan (MA) 57 · 0 off
- Fourans LLC 401(k) Profit Sharing Plan & Trust (NJ) 57 · 0 off
- Print Source Inc. 401(k) Profit Sharing Plan and Trust (OR) 57 · 0 off
- Pacoa 401(k) Plan (NY) 57 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.