401(k) · DOL Form 5500 · 2023
Superior Credit Union, Inc. 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 216
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $89,782
- Avg per participant Below avg balance/head
Official DOL plan name: Superior Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Superior Credit Union, Inc. · Ohio · Finance & Insurance
$19M in assets, 216 participants
Superior Credit Union, Inc.'s Superior Credit Union, Inc. 401(k) Plan and Trust reported $19M in total assets and 216 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.
- #5,182 in Finance & Insurance (8,869 peers)
Coverage in Ohio
Superior Credit Union, Inc. 401(k) Plan and Trust covers 216 participants in Ohio, about 28% of the average Ohio filer (state average ~765 per filing). Assets: $19M.
- #5,182
- in Finance & Insurance (8,869 peers)
- +28.2%
- assets growth YoY
Superior Credit Union, Inc. 401(k) Plan and Trust's outsized position by total assets
Superior Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,392,933 Top 28% higher than 72% 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
Superior Credit Union, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Superior Credit Union, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (216 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Superior Credit Union, Inc. 401(k) Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Superior Credit Union, Inc. 401(k) Plan and Trust end-of-year assets fell from $22M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 344455780 · Superior Credit Union, Inc. PY 2023 · 401(k)
Superior Credit Union, Inc. 401(k) Plan and Trust · $19M · 216 · 72nd
- TYPE $19M
- NET 216
- BOOK 72nd
- VS-ST 401(k)
- BOY near Dd Traders, Inc. 401(k) Plan and Trust
- SCH ind #5182
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 Ohio →
Superior Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $4M |
| Employer EIN | 344455780 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Superior Credit Union, Inc.)
Sponsor-wide plan assets over time
All Superior Credit Union, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 32.3594350360126% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 215 | $22M |
| 2023 | 4 | 884 | $82M |
| 2024 | 1 | 264 | $29M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Superior Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Dd Traders, Inc. 401(k) Plan and Trust in KS ($19M); by covered participants it is Hitachi Rail Honolulu Jv Retirement/Savings Plan in PA (216 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (216 participants); asset peers above are excluded.
- Hitachi Rail Honolulu Jv Retirement/Savings Plan (PA) 216 · 0 off
- Physicians Care Alliance, LLC 401(k) Plan (AZ) 216 · 0 off
- The Architect 401(k)Plan - Housby Mack, Inc (IA) 216 · 0 off
- Ted Conferences, LLC 401(k) Plan (NY) 216 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.