401(k) · DOL Form 5500 · 2022

Capital Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
394
Participants Below avg headcount
81st
Percentile by assets National rank
$64,706
Avg per participant Low balance/head
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Official DOL plan name: Capital Credit Union 401(k) Plan and Trust · Sponsored by Capital Credit Union · Wisconsin · Finance & Insurance

$25M in assets, 394 participants

Capital Credit Union's Capital Credit Union 401(k) Plan and Trust reported $25M in total assets and 394 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,388 in Finance & Insurance (9,261 peers)

Where Capital Credit Union 401(k) Plan and Trust sits by assets

Capital Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $25M for 394 participants (~$64,706/participant), down 18.1% in 2022.

#6,388
in Finance & Insurance (9,261 peers)
-18.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Capital Credit Union 401(k) Plan and Trust's outsized position by total assets

Capital Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$25,494,244 Top 19% higher than 81% 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

Capital Credit Union 401(k) Plan and Trust 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. Capital Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (394 participants).

Plan-year Form 5500 strip

Filing strip 390394240 · Capital Credit Union PY 2022 · 401(k)

Capital Credit Union 401(k) Plan and Trust · $25M · 394 · 81st

  • EOY $25M
  • 5500 394
  • ASSETS 81st
  • PCT 401(k)
  • EIN near Acorn Engineering Company, Inc. 401(k) Plan
  • RANK ind #6388

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 →

Capital Credit Union 401(k) Plan and Trust in the asset neighbourhood

Acorn Engineering Company, Inc. 401(k) PlanAcorn Engineering Company, I…$25MSciton Inc. 401(k) Profit Sharing Plan & TrustSciton Inc. 401(k) Profit Sh…$25MMte Employee Savings and Retirement PlanMte Employee Savings and Ret…$25MCapital Credit Union 401(k) Plan and TrustCapital Credit Union 401(k) …$25MSak Construction, LLC and Subsidiaries 401(k) PlanSak Construction, LLC and Su…$25M
End-of-year total assets ($M) among Capital Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$25M
Net Income-$6M
Employer EIN390394240
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Credit Union)

Sponsor-wide plan assets over time

All Capital Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 29.77798831767673% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.5M $33.1M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 394 $25M
2023 1 444 $30M
2024 1 460 $33M

Nearby 401(k) Plans in Wisconsin

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

Capital Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Capital Credit Union 401(k) Plan and Trust, Total assets ($B): 0.025494244 · Participants: 394Capital Credit Union 401(k) Plan and TrustJohnson 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
Capital Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capital Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Acorn Engineering Company, Inc. 401(k) Plan in CA ($25M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Capital Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Capital Credit Union 401(k) Plan and Trust declined sharply - down 18.1% during 2022, from $31M to $25M. Reported net income was -$6M.
How have Capital Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Credit Union's sponsor-wide assets grew 29.8%, from $25M to $33M.
Where does Capital Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Capital Credit Union 401(k) Plan and Trust ranks in the 81st 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 Capital Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Acorn Engineering Company, Inc. 401(k) Plan in CA ($25M, 660 participants).
Which 401(k) plans cover a similar participant headcount to Capital Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (394 participants, $6M 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 390394240.

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.