401(k) · DOL Form 5500 · 2023
Alltru Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $116,085
- Avg per participant Below avg balance/head
Official DOL plan name: Alltru Cu Exempt Plan · Sponsored by Alltru Federal Credit Union · Missouri · Finance & Insurance
$6M in assets, 53 participants
Alltru Federal Credit Union's Alltru Cu Exempt Plan reported $6M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #3,068 in Finance & Insurance (8,869 peers)
Alltru Federal Credit Union multi-year trail
Alltru Federal Credit Union's plans moved +43.2% in assets from 2022 to 2024; this filing shows Alltru Cu Exempt Plan at $6M / 53 participants.
- #3,068
- in Finance & Insurance (8,869 peers)
- +24.4%
- assets growth YoY
Alltru Cu Exempt Plan's mid-pack asset rank among Finance & Insurance and all filers
Alltru Cu Exempt Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,152,531 48th percentile higher than 48% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alltru Cu Exempt 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. Alltru Cu Exempt Plan is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alltru Cu Exempt Plan reported net income rose from -$538K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Alltru Cu Exempt Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Alltru Cu Exempt Plan reported participants rose from 45 in the plan year 2022 filing to 53 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 436079380 · Alltru Federal Credit Union PY 2023 · 401(k)
Alltru Cu Exempt Plan · $6M · 53 · 48th
- VS-ST $6M
- VS-ST 53
- VS-ST 48th
- VS-ST 401(k)
- VS-ST near Income Property Management Employees Savings Trust
- VS-ST ind #3068
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 Missouri →
Alltru Cu Exempt Plan in the asset neighbourhood
Alltru Federal Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Alltru Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 43.19773135512108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 90 | $6M |
| 2023 | 2 | 105 | $7M |
| 2024 | 2 | 110 | $9M |
Alltru Federal Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 436079380 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Alltru Cu Exempt Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Income Property Management Employees Savings Trust in OR ($6M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Income Property Management Employees Savings Trust (OR) $6M · 172
- Eataly 401(k) Plan (NY) $6M · 2,741
- Standard Concrete Products, Inc. 401(k) Plan (GA) $6M · 287
- Omega Construction, Inc. 401(k) Plan (NC) $6M · 124
Similar participant headcount
Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.
- Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan (TX) 53 · 0 off
- Pensando Systems, Inc. 401(k) (CA) 53 · 0 off
- The Cbiz 401 (K) Pep (FL) 53 · 0 off
- Prent Puerto Rico Employees' Retirement Plan (PR) 53 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.