401(k) · DOL Form 5500 · 2022

Fox Communities Credit Union 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
420
Participants Below avg headcount
86th
Percentile by assets National rank
$92,899
Avg per participant Below avg balance/head
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Official DOL plan name: Fox Communities Credit Union Capital Accumulation Plan · Sponsored by Fox Communities Credit Union · Wisconsin · Finance & Insurance

$39M in assets, 420 participants

Fox Communities Credit Union's Fox Communities Credit Union Capital Accumulation Plan reported $39M in total assets and 420 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,143 in Finance & Insurance (9,261 peers)

Where Fox Communities Credit Union Capital Accumulation Plan sits by assets

Fox Communities Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $39M for 420 participants (~$92,899/participant), down 13.2% in 2022.

#7,143
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Fox Communities Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$39,017,564 Top 14% higher than 86% 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

Fox Communities 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. Fox Communities Credit Union Capital Accumulation Plan sits mid-pack in the medium band (420 participants).

EBSA filing schedule strip

Filing strip 390738415 · Fox Communities Credit Union PY 2022 · 401(k)

Fox Communities Credit Union Capital Accumulation Plan · $39M · 420 · 86th

  • VS-ST $39M
  • VS-ST 420
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Sierra Construction Company, Inc. Profit Sharing Retirement Plan
  • VS-ST ind #7143

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 →

Fox Communities Credit Union Capital Accumulation Plan in the asset neighbourhood

Fox Communities Credit Union Capital Accumulation PlanFox Communities Credit Union…$39MSierra Construction Company, Inc. Profit Sharing Retirement PlanSierra Construction Company,…$39MCharter Management Company, Inc. 401(k) & Ps PlanCharter Management Company, …$39MEpitec, Inc. 401(k) Profit Sharing Plan and TrustEpitec, Inc. 401(k) Profit S…$39MLearn It Systems, LLC 401(k) PlanLearn It Systems, LLC 401(k)…$39M
End-of-year total assets ($M) among Fox Communities 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)$45M
Net Assets (End of Year)$39M
Net Income-$7M
Employer EIN390738415
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Communities Credit Union)

Sponsor-wide plan assets over time

All Fox Communities Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 35.82685736095672% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 420 $39M
2023 1 448 $47M
2024 1 453 $53M

Nearby 401(k) Plans in Wisconsin

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

Fox Communities 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 ($B) Participants Fox Communities Credit Union Capital Accumulation Plan, Total assets ($B): 0.039017564 · Participants: 420Fox Communities 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
Fox Communities Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fox Communities Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Fox Communities 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 Sierra Construction Company, Inc. Profit Sharing Retirement Plan in WA ($39M); by covered participants it is Pinterest 401(k) Plan in CA (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Fox Communities Credit Union Capital Accumulation Plan assets move in 2022? ▼
Fox Communities Credit Union Capital Accumulation Plan pulled back noticeably - down 13.2% during 2022, from $45M to $39M. Reported net income was -$7M.
How have Fox Communities Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fox Communities Credit Union's sponsor-wide assets grew 35.8%, from $39M to $53M.
Where does Fox Communities Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Fox Communities Credit Union Capital Accumulation Plan ranks in the 86th 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 Fox Communities Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sierra Construction Company, Inc. Profit Sharing Retirement Plan in WA ($39M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Fox Communities Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (420 participants, $11M 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 390738415.

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.