401(k) · DOL Form 5500 · 2023

Expedition Credit Union 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
31
Participants Small participant base
37th
Percentile by assets National rank
$108,228
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Expedition Credit Union 401(k) Plan · Sponsored by Expedition Credit Union · Minnesota · Finance & Insurance

$3M in assets, 31 participants

Expedition Credit Union's Expedition Credit Union 401(k) Plan reported $3M in total assets and 31 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,304 in Finance & Insurance (8,869 peers)

Expedition Credit Union multi-year trail

Expedition Credit Union's plans moved +13.7% in assets from 2022 to 2024; this filing shows Expedition Credit Union 401(k) Plan at $3M / 31 participants.

#2,304
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY

Expedition Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Expedition Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,355,060 37th percentile higher than 37% of 127,068 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 2023

Expedition Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Expedition Credit Union 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Expedition Credit Union 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $536K in the plan year 2023 filing.
  • Expedition Credit Union 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Expedition Credit Union 401(k) Plan reported participants rose from 27 in the plan year 2022 filing to 31 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410802271 · Expedition Credit Union PY 2023 · 401(k)

Expedition Credit Union 401(k) Plan · $3M · 31 · 37th

  • TYPE $3M
  • NET 31
  • BOOK 37th
  • VS-ST 401(k)
  • BOY near Teamsters Local 957 401(k) Plan
  • SCH ind #2304

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 Minnesota →

Expedition Credit Union 401(k) Plan in the asset neighbourhood

Expedition Credit Union 401(k) PlanExpedition Credit Union 401(…$3MTeamsters Local 957 401(k) PlanTeamsters Local 957 401(k) P…$3MDellabarca Design & Build, Inc. 401(k) Profit Sharing PlanDellabarca Design & Build, I…$3MGotechnow 401(k) Plan$3MCavotec USA Inc. 401(k) Profit Sharing Plan and TrustCavotec USA Inc. 401(k) Prof…$3M
End-of-year total assets ($M) among Expedition Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Expedition Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Expedition Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$3M 13.731068919422754% vs 2022
2024 filing year
$2.6M$2.8M$3M$3.2M$3.4M$3.6M 202220232024 $2.81M $3.2M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 27 $3M
2023 1 31 $3M
2024 1 29 $3M

Expedition Credit Union filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$536K
Employer EIN410802271
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Expedition Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Expedition Credit Union 401(k) Plan, Total assets ($B): 0.00335506 · Participants: 31Expedition Credit Union 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Expedition Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Expedition Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Teamsters Local 957 401(k) Plan in OH ($3M); by covered participants it is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (31 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Expedition Credit Union 401(k) Plan assets move in 2023? ▼
Expedition Credit Union 401(k) Plan grew sharply - up 19.2% during 2023, from $3M to $3M. Reported net income was $536K.
How have Expedition Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Expedition Credit Union's sponsor-wide assets grew 13.7%, from $3M to $3M.
Which 401(k) plans are similar in size to Expedition Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teamsters Local 957 401(k) Plan in OH ($3M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Expedition Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southeastern Plastic Surgery, Inc. 401(k) Plan in FL (31 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410802271.

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.