401(k) · DOL Form 5500 · 2022

Summit Credit Union 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
641
Participants Below avg headcount
92nd
Percentile by assets National rank
$132,218
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summit Credit Union Capital Accumulation Plan · Sponsored by Summit Credit Union · Wisconsin · Finance & Insurance

$85M in assets, 641 participants

Summit Credit Union's Summit Credit Union Capital Accumulation Plan reported $85M in total assets and 641 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,045 in Finance & Insurance (9,261 peers)

Where Summit Credit Union Capital Accumulation Plan sits by assets

Summit Credit Union Capital Accumulation Plan sits in the top 10% of all filed plans by assets, $85M for 641 participants (~$132,218/participant), down 12.1% in 2022.

#8,045
in Finance & Insurance (9,261 peers)
-12.1%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Summit Credit Union Capital Accumulation Plan's outsized position by total assets

Summit Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$84,751,419 Top 8% higher than 92% 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

Summit Credit Union Capital Accumulation 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. Summit Credit Union Capital Accumulation Plan sits mid-pack in the medium band (641 participants).

Form 5500 schedule snapshot

Filing strip 390230585 · Summit Credit Union PY 2022 · 401(k)

Summit Credit Union Capital Accumulation Plan · $85M · 641 · 92nd

  • EOY $85M
  • EOY 641
  • EOY 92nd
  • EOY 401(k)
  • EOY near Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan
  • EOY ind #8045

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 →

Summit Credit Union Capital Accumulation Plan in the asset neighbourhood

Climatec Employee Savings PlanClimatec Employee Savings Pl…$85MThe Sheehy Organization 401(k) Savings PlanThe Sheehy Organization 401(…$85MFloor and Decor Outlets of America, Inc. 401(k) Retirement PlanFloor and Decor Outlets of A…$85MSummit Credit Union Capital Accumulation PlanSummit Credit Union Capital …$85MWasatch Advisors, Inc. Deferred Profit Sharing Plan and TrustWasatch Advisors, Inc. Defer…$85M
End-of-year total assets ($M) among Summit Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$85M
Net Income-$12M
Employer EIN390230585
Plan Effective Date1956-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Summit Credit Union)

Sponsor-wide plan assets over time

All Summit Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$140M 41.68867917007935% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $98.5M $140M ▲ +41.7%
Year Plans Participants Total Assets
2022 2 1,269 $98M
2023 2 1,430 $127M
2024 2 1,624 $140M

Nearby 401(k) Plans in Wisconsin

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

Summit Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Summit Credit Union Capital Accumulation Plan, Total assets ($B): 0.084751419 · Participants: 641Summit Credit Union Capital Accumulation 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
Summit Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Summit Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan in GA ($85M); by covered participants it is Southwest Power Pool 401(k) Savings Plan in AR (641 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Summit Credit Union Capital Accumulation Plan assets move in 2022? ▼
Summit Credit Union Capital Accumulation Plan pulled back noticeably - down 12.1% during 2022, from $96M to $85M. Reported net income was -$12M.
How have Summit Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Credit Union's sponsor-wide assets grew 41.7%, from $98M to $140M.
Where does Summit Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Summit Credit Union Capital Accumulation Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Summit Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan in GA ($85M, 7,125 participants).
Which 401(k) plans cover a similar participant headcount to Summit Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwest Power Pool 401(k) Savings Plan in AR (641 participants, $158M 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 390230585.

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.