401(k) · DOL Form 5500 · 2022

Self Help Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
575
Participants Below avg headcount
84th
Percentile by assets National rank
$57,935
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of Self-Help Federal Credit Union · Sponsored by Self Help Federal Credit Union · North Carolina · Finance & Insurance

$33M in assets, 575 participants

Self Help Federal Credit Union's Employee Benefit Plan of Self-Help Federal Credit Union reported $33M in total assets and 575 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.

  • #6,868 in Finance & Insurance (9,261 peers)

Where Employee Benefit Plan of Self-Help Federal Credit Union sits by assets

Employee Benefit Plan of Self-Help Federal Credit Union sits in the top quartile of all filed plans by assets, $33M for 575 participants (~$57,935/participant), down 0.1% in 2022.

#6,868
in Finance & Insurance (9,261 peers)
-0.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Benefit Plan of Self-Help Federal Credit Union's outsized position by total assets

Employee Benefit Plan of Self-Help Federal Credit Union vs every filed plan by assets

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

$33,312,609 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

Employee Benefit Plan of Self-Help Federal Credit Union 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. Employee Benefit Plan of Self-Help Federal Credit Union sits mid-pack in the medium band (575 participants).

Published 5500 schedule card

Filing strip 561849615 · Self Help Federal Credit Union PY 2022 · 401(k)

Employee Benefit Plan of Self-Help Federal Credit Union · $33M · 575 · 84th

  • TYPE $33M
  • NET 575
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Marquette University High School 401(k) Plan
  • SCH ind #6868

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 North Carolina →

Employee Benefit Plan of Self-Help Federal Credit Union in the asset neighbourhood

Triumvirate Environmental, Inc. Savings, Profit Sharing & Retirement PlanTriumvirate Environmental, I…$33MEmployee Benefit Plan of Self-Help Federal Credit UnionEmployee Benefit Plan of Sel…$33MMarquette University High School 401(k) PlanMarquette University High Sc…$33MEnerplus Resources (USA) Corp. 401(k) PlanEnerplus Resources (USA) Cor…$33MRialto Associate Services, LLC 401(k) PlanRialto Associate Services, L…$33M
End-of-year total assets ($M) among Employee Benefit Plan of Self-Help Federal Credit Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$33M
Net Income-$1M
Employer EIN561849615
Plan Effective Date2009-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Self Help Federal Credit Union)

Sponsor-wide plan assets over time

All Self Help Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$136M 38.099054317601% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $98.7M $136M ▲ +38.1%
Year Plans Participants Total Assets
2022 2 894 $99M
2023 2 931 $118M
2024 2 895 $136M

Nearby 401(k) Plans in North Carolina

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

Employee Benefit Plan of Self-Help Federal Credit Union vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Employee Benefit Plan of Self-Help Federal Credit Union, Total assets ($B): 0.033312609 · Participants: 575Employee Benefit Plan of Self-Help Federal Credit UnionThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Employee Benefit Plan of Self-Help Federal Credit Union vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Employee Benefit Plan of Self-Help Federal Credit Union side-by-side with 3 peers →

Employee Benefit Plan of Self-Help Federal Credit Union's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Marquette University High School 401(k) Plan in WI ($33M); by covered participants it is Labcon, Inc. 401(k) Plan in TX (575 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (575 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 Employee Benefit Plan of Self-Help Federal Credit Union assets move in 2022? ▼
Employee Benefit Plan of Self-Help Federal Credit Union held essentially flat - down 0.1% during 2022, from $33M to $33M. Reported net income was -$1M.
How have Self Help Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Self Help Federal Credit Union's sponsor-wide assets grew 38.1%, from $99M to $136M.
Where does Employee Benefit Plan of Self-Help Federal Credit Union rank by assets among Form 5500 filers? ▼
Employee Benefit Plan of Self-Help Federal Credit Union 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 Employee Benefit Plan of Self-Help Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by assets is Marquette University High School 401(k) Plan in WI ($33M, 138 participants).
Which 401(k) plans cover a similar participant headcount to Employee Benefit Plan of Self-Help Federal Credit Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Labcon, Inc. 401(k) Plan in TX (575 participants, $3M 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 561849615.

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.