401(k) · DOL Form 5500 · 2022
Financial Plus Credit Union 401(k) Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 153
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $116,398
- Avg per participant Below avg balance/head
Official DOL plan name: Financial Plus Credit Union Retirement Plan · Sponsored by Financial Plus Credit Union · Michigan · Finance & Insurance
$18M in assets, 153 participants
Financial Plus Credit Union's Financial Plus Credit Union Retirement Plan reported $18M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.
- #5,682 in Finance & Insurance (9,261 peers)
Coverage in Michigan
Financial Plus Credit Union Retirement Plan covers 153 participants in Michigan, about 24% of the average Michigan filer (state average ~638 per filing). Assets: $18M.
- #5,682
- in Finance & Insurance (9,261 peers)
- -17.3%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Financial Plus Credit Union Retirement Plan's outsized position by total assets
Financial Plus Credit Union Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$17,808,943 Top 25% higher than 75% 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
Financial Plus Credit Union 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. Financial Plus Credit Union Retirement Plan sits mid-pack in the medium band (153 participants).
EBSA filing schedule strip
Filing strip 381439120 · Financial Plus Credit Union PY 2022 · 401(k)
Financial Plus Credit Union Retirement Plan · $18M · 153 · 75th
- TYPE $18M
- NET 153
- BOOK 75th
- VS-ST 401(k)
- BOY near Atw Companies 401(k) Plan
- SCH ind #5682
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 Michigan →
Financial Plus Credit Union Retirement Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | -$4M |
| Employer EIN | 381439120 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Financial Plus Credit Union)
Sponsor-wide plan assets over time
All Financial Plus Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 70.92853854380914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 153 | $18M |
| 2023 | 1 | 179 | $21M |
| 2024 | 1 | 245 | $30M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $18.1B · 43,382
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $13.8B · 32,974
- The Dow Chemical Company Employees' Savings Plan $9.3B · 16,930
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $7.5B · 40,458
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $6.4B · 57,811
Financial Plus Credit Union Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Atw Companies 401(k) Plan in RI ($18M); by covered participants it is Btc Mobility, LLC 401(k) Retirement Plan in MA (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
- Atw Companies 401(k) Plan (RI) $18M · 222
- Bluevoyant Management LLC 401(k) Plan (NY) $18M · 340
- Intercommunity Emergency Medical Group 401(k) Profit Sharing Plan (CA) $18M · 41
- Avetta, LLC 401(k) Plan (UT) $18M · 402
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- Btc Mobility, LLC 401(k) Retirement Plan (MA) 153 · 0 off
- Jewish Home of Greater Harrisburg 401(k) Plan (PA) 153 · 0 off
- Incorp Industries, LLC 401(k) Plan (IN) 153 · 0 off
- The Compass School 401(k) Profit Sharing Plan & Trust (VA) 153 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.