401(k) · DOL Form 5500 · 2023

Healthcare Associates Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 62
Participants Small participant base: 65th
Percentile by assets National rank: $218,469
Avg per participant Above avg balance/head

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Official DOL plan name: Healthcare Associates Credit Union 401(k) and Retirement Savings Plan · Sponsored by Healthcare Associates Credit Union · Illinois · Finance & Insurance

$14M in assets, 62 participants

Healthcare Associates Credit Union's Healthcare Associates Credit Union 401(k) and Retirement Savings Plan reported $14M in total assets and 62 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

#4,452 in Finance & Insurance (8,869 peers)

Healthcare Associates Credit Union multi-year trail

Healthcare Associates Credit Union's plans moved +24.8% in assets from 2022 to 2024; this filing shows Healthcare Associates Credit Union 401(k) and Retirement Savings Plan at $14M / 62 participants.

#4,452
in Finance & Insurance (8,869 peers): +15.7%
assets growth YoY

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

Healthcare Associates Credit Union 401(k) and Retirement Savings Plan vs every filed plan by assets

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

$13,545,094 Top 35% higher than 65% 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

Healthcare Associates Credit Union 401(k) and Retirement Savings 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. Healthcare Associates Credit Union 401(k) and Retirement Savings Plan is a small filing (62 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%)

Healthcare Associates Credit Union 401(k) and Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Healthcare Associates Credit Union 401(k) and Retirement Savings Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Healthcare Associates Credit Union 401(k) and Retirement Savings Plan reported participants fell from 65 in the plan year 2022 filing to 62 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 363047069 · Healthcare Associates Credit Union PY 2023 · 401(k)

Healthcare Associates Credit Union 401(k) and Retirement Savings Plan · $14M · 62 · 65th

ASSETS $14M
ASSETS 62
ASSETS 65th
ASSETS 401(k)
ASSETS near Trivium Packaging Bargaining 401(k) Plan
ASSETS ind #4452

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 Illinois →

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

Healthcare Associates Credit Union multi-year asset trail

Latest sponsor-wide plan assets: $15M 24.816037360077523% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	65	$12M
2023	1	62	$14M
2024	1	67	$15M

Healthcare Associates Credit Union filing trail (2023)

Total Assets (Beginning of Year)	$12M
Net Assets (End of Year)	$14M
Net Income	$2M
Employer EIN	363047069
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Healthcare Associates Credit Union 401(k) and Retirement Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
State Farm 401(k) Savings Plan $16.9B · 60,246
Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
United Airlines Pilot Retirement Account Plan $14.4B · 14,959
Walgreens Retirement Savings Plan $13.4B · 235,331

Compare Healthcare Associates Credit Union 401(k) and Retirement Savings Plan side-by-side with 3 peers →

Healthcare Associates Credit Union 401(k) and Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Trivium Packaging Bargaining 401(k) Plan in OH ($14M); by covered participants it is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Trivium Packaging Bargaining 401(k) Plan (OH) $14M · 130
Sdi Innovations, Inc. Retirement Readiness 401(k)Plan (IN) $14M · 115
Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan (CT) $14M · 136
All Web Leads 401(k) Plan (TX) $14M · 938

Similar participant headcount

Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.

Gemtech Industries, Inc. 401(k) Plan (CA) 62 · 0 off
Solidstate Controls, Inc. Hourly Employees' (Cwa) Retirement Plan (PA) 62 · 0 off
Nueces County Women's Clinic, P.a. Employees 401(k) Plan (TX) 62 · 0 off
Columbia Steel Casting Co. , Inc. 401(k) Plan (OR) 62 · 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 Healthcare Associates Credit Union 401(k) and Retirement Savings Plan assets move in 2023? ▼

Healthcare Associates Credit Union 401(k) and Retirement Savings Plan grew sharply - up 15.7% during 2023, from $12M to $14M. Reported net income was $2M.

How have Healthcare Associates Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Healthcare Associates Credit Union's sponsor-wide assets grew 24.8%, from $12M to $15M.

Which 401(k) plans are similar in size to Healthcare Associates Credit Union 401(k) and Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trivium Packaging Bargaining 401(k) Plan in OH ($14M, 130 participants).

Which 401(k) plans cover a similar participant headcount to Healthcare Associates Credit Union 401(k) and Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Gemtech Industries, Inc. 401(k) Plan in CA (62 participants, $800K 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 363047069.