401(k) · DOL Form 5500 · 2023

Pcm Credit Union 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 47
Participants Small participant base: 46th
Percentile by assets National rank: $119,010
Avg per participant Near avg balance/head

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

$6M in assets, 47 participants

Pcm Credit Union's Pcm Credit Union 401(k) Plan reported $6M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

#2,932 in Finance & Insurance (8,869 peers)

What the 2023 filing shows

Pcm Credit Union 401(k) Plan holds $6M for 47 participants - about $119,010 per participant, in the lower half of filed plans by assets.

#2,932
in Finance & Insurance (8,869 peers): +7.6%
assets growth YoY

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

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

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

$5,593,492 46th percentile higher than 46% 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

Pcm 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. Pcm Credit Union 401(k) Plan is a small filing (47 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Pcm Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $395K in the plan year 2023 filing.
Pcm Credit Union 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Pcm Credit Union 401(k) Plan reported participants rose from 46 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390974444 · Pcm Credit Union PY 2023 · 401(k)

Pcm Credit Union 401(k) Plan · $6M · 47 · 46th

EBSA $6M
PART 47
TYPE 46th
NET 401(k)
BOOK near Davidson Day School Retirement Plan
VS-ST ind #2932

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 Wisconsin →

End-of-year total assets ($M) among Pcm Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$6M
Net Income	$395K
Employer EIN	390974444
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pcm Credit Union)

Latest sponsor-wide plan assets: $6M 7.591506769897725% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	46	$5M
2023	2	90	$6M

Nearby 401(k) Plans in Wisconsin

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

Pcm Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Pcm Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Davidson Day School Retirement Plan in NC ($6M); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Davidson Day School Retirement Plan (NC) $6M · 137
Vibrant Technologies, Inc. 401(k) Profit Sharing Plan & Trust (MN) $6M · 124
Hourly Employee 401(k) Thrift Plan of Pcl Infrastructure Management, Inc. (CO) $6M · 257
Glm Energy Services, LLC 401(k) Plan (AK) $6M · 54

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

Divcon Ems 401(k) Profit Sharing Plan (TX) 47 · 0 off
Southern Tea, LLC Salaried Employees 401(k) Plan (GA) 47 · 0 off
Clos Lachance Wines, LLC 401-K Profit Sharing Plan (CA) 47 · 0 off
Ricetec, Inc. Retirement Savings Plan for Puerto Rico Employees (TX) 47 · 0 off

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 Pcm Credit Union 401(k) Plan assets move in 2023? ▼

Pcm Credit Union 401(k) Plan grew at a solid clip - up 7.6% during 2023, from $5M to $6M. Reported net income was $395K.

How have Pcm Credit Union plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Pcm Credit Union's sponsor-wide assets grew 7.6%, from $5M to $6M.

Which 401(k) plans are similar in size to Pcm Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Davidson Day School Retirement Plan in NC ($6M, 137 participants).

Which 401(k) plans cover a similar participant headcount to Pcm Credit Union 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (47 participants, $1M 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 390974444.