401(k) · DOL Form 5500 · 2022
Summit Credit Union 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 641
- Participants
- 92nd
- Percentile by assets
- $132,218
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $85M
- total plan assets (2022 EOY)
- 641
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $132,218
- avg assets per participant
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.
Where Summit Credit Union Capital Accumulation Plan sits 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
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 vs the 2022 asset distribution
By assets, Summit Credit Union Capital Accumulation Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $96M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | -$12M |
| Employer EIN | 390230585 |
| Plan Effective Date | 1956-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Summit Credit Union)
| 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
- Johnson Controls Retirement Savings and Investment Plan $5.5B · 28,701
- Fiserv 401(k) Savings Plan $4.3B · 26,610
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.0B · 11,034
- Rockwell Automation Retirement Savings Plan $3.2B · 8,032
- Nm Employee Savings Plan $2.4B · 7,423
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Summit Credit Union Capital Accumulation Plan by total assets, not by location.
Frequently Asked Questions
How did Summit Credit Union Capital Accumulation Plan assets move in 2022? ▼
How have Summit Credit Union plan assets changed over time? ▼
Where does Summit Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Summit Credit Union Capital Accumulation Plan? ▼
Next read for Summit Credit Union Capital Accumulation…
Scale reading
Ways to act on Summit Credit Union Capital Accumulation Plan's numbers.
- By total assets, Summit Credit Union Capital Accumulation Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Summit Credit Union's sponsor-wide assets have grown 41.7% since 2022 across 3 plan years on file. More Finance & Insurance plans