401(k) · DOL Form 5500 · 2023

Hudson Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
852
Participants Near avg headcount
90th
Percentile by assets National rank
$92,300
Avg per participant Below avg balance/head
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Official DOL plan name: Hvcu 401(k) Plan · Sponsored by Hudson Valley Credit Union · New York · Finance & Insurance

$79M in assets, 852 participants

Hudson Valley Credit Union's Hvcu 401(k) Plan reported $79M in total assets and 852 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,437 in Finance & Insurance (8,869 peers)

Where Hvcu 401(k) Plan sits by assets

Hvcu 401(k) Plan sits in the top 10% of all filed plans by assets, $79M for 852 participants (~$92,300/participant), up 22.7% in 2023.

#7,437
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Hvcu 401(k) Plan's outsized position by total assets

Hvcu 401(k) Plan vs every filed plan by assets

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

$78,639,330 Top 10% higher than 90% 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

Hvcu 401(k) Plan 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. Hvcu 401(k) Plan sits mid-pack in the medium band (852 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hvcu 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Hvcu 401(k) Plan end-of-year assets rose from $64M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Hvcu 401(k) Plan reported participants rose from 773 in the plan year 2022 filing to 852 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 141471439 · Hudson Valley Credit Union PY 2023 · 401(k)

Hvcu 401(k) Plan · $79M · 852 · 90th

  • EBSA $79M
  • PART 852
  • TYPE 90th
  • NET 401(k)
  • BOOK near Autoneum North America, Inc. Retirement and Savings Plan
  • VS-ST ind #7437

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 New York →

Hvcu 401(k) Plan in the asset neighbourhood

Isn Software Corporation 401(k) PlanIsn Software Corporation 401…$79MTootsie Roll Industries LLC Profit Sharing PlanTootsie Roll Industries LLC …$79MHvcu 401(k) Plan$79MAutoneum North America, Inc. Retirement and Savings PlanAutoneum North America, Inc.…$79MArvig Enterprises, Inc. 401(k) PlanArvig Enterprises, Inc. 401(…$79M
End-of-year total assets ($M) among Hvcu 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$79M
Net Income$15M
Employer EIN141471439
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hudson Valley Credit Union)

Sponsor-wide plan assets over time

All Hudson Valley Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$94M 45.87697940051111% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $64.1M $93.5M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 773 $64M
2023 1 852 $79M
2024 1 933 $94M

Nearby 401(k) Plans in New York

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

Hvcu 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hvcu 401(k) Plan, Total assets ($B): 0.07863933 · Participants: 852Hvcu 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Hvcu 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hvcu 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Autoneum North America, Inc. Retirement and Savings Plan in MI ($79M); by covered participants it is Jr. Davis Construction Company, Inc. 401(k) Plan in FL (852 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (852 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 Hvcu 401(k) Plan assets move in 2023? ▼
Hvcu 401(k) Plan grew sharply - up 22.7% during 2023, from $64M to $79M. Reported net income was $15M.
How have Hudson Valley Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hudson Valley Credit Union's sponsor-wide assets grew 45.9%, from $64M to $94M.
Where does Hvcu 401(k) Plan rank by assets among Form 5500 filers? ▼
Hvcu 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hvcu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Autoneum North America, Inc. Retirement and Savings Plan in MI ($79M, 766 participants).
Which 401(k) plans cover a similar participant headcount to Hvcu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jr. Davis Construction Company, Inc. 401(k) Plan in FL (852 participants, $16M 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 141471439.

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.