401(k) · DOL Form 5500 · 2022

Commonwealth Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
316
Participants Below avg headcount
71st
Percentile by assets National rank
$44,148
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Commonwealth Credit Union 401(k) Retirement Savings Plan · Sponsored by Commonwealth Credit Union, Inc. · Kentucky · Finance & Insurance

$14M in assets, 316 participants

Commonwealth Credit Union, Inc.'s Commonwealth Credit Union 401(k) Retirement Savings Plan reported $14M in total assets and 316 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,168 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Commonwealth Credit Union 401(k) Retirement Savings Plan covers 316 participants in Kentucky, about 49% of the average Kentucky filer (state average ~647 per filing). Assets: $14M.

#5,168
in Finance & Insurance (9,261 peers)
-9.3%
assets change YoY

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.

Commonwealth Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Commonwealth Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,950,860 Top 29% higher than 71% 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

Commonwealth Credit Union 401(k) Retirement Savings 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. Commonwealth Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (316 participants).

EBSA filing schedule strip

Filing strip 610671028 · Commonwealth Credit Union, Inc. PY 2022 · 401(k)

Commonwealth Credit Union 401(k) Retirement Savings Plan · $14M · 316 · 71st

  • NET $14M
  • BOOK 316
  • VS-ST 71st
  • BOY 401(k)
  • SCH near Hms Products Co. 401(k) Savings Plan
  • EBSA ind #5168

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 Kentucky →

Commonwealth Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Commonwealth Credit Union 401(k) Retirement Savings PlanCommonwealth Credit Union 40…$14MHms Products Co. 401(k) Savings PlanHms Products Co. 401(k) Savi…$14MBoarman Kroos Vogel Group, Inc. 401(k) Retirement PlanBoarman Kroos Vogel Group, I…$14MVan Zyverden, Inc. 401(k) Retirement PlanVan Zyverden, Inc. 401(k) Re…$14MEl Al Israel Airlines, Ltd. Employees' Savings PlanEl Al Israel Airlines, Ltd. …$14M
End-of-year total assets ($M) among Commonwealth Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN610671028
Plan Effective Date1997-08-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Credit Union, Inc.)

Sponsor-wide plan assets over time

All Commonwealth Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.7930531942596986% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $76.9M $79.1M ▲ +2.8%
Year Plans Participants Total Assets
2022 3 776 $77M
2023 3 815 $90M
2024 2 487 $79M

Nearby 401(k) Plans in Kentucky

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

Commonwealth Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Commonwealth Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.01395086 · Participants: 316Commonwealth Credit Union 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Commonwealth Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Commonwealth Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Commonwealth Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Hms Products Co. 401(k) Savings Plan in MI ($14M); by covered participants it is Granular, Inc. 401(k) Plan in DE (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Commonwealth Credit Union 401(k) Retirement Savings Plan assets move in 2022? ▼
Commonwealth Credit Union 401(k) Retirement Savings Plan pulled back noticeably - down 9.3% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Commonwealth Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Credit Union, Inc.'s sponsor-wide assets grew 2.8%, from $77M to $79M.
Which 401(k) plans are similar in size to Commonwealth Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hms Products Co. 401(k) Savings Plan in MI ($14M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Commonwealth Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Granular, Inc. 401(k) Plan in DE (316 participants, N/A 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 610671028.

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.