401(k) · DOL Form 5500 · 2023

Kemba Financial Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
304
Participants Below avg headcount
78th
Percentile by assets National rank
$88,921
Avg per participant Below avg balance/head
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Official DOL plan name: Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan · Sponsored by Kemba Financial Credit Union, Inc. · Ohio · Finance & Insurance

$27M in assets, 304 participants

Kemba Financial Credit Union, Inc.'s Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported $27M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,852 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan covers 304 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $27M.

#5,852
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,032,101 Top 22% higher than 78% 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

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing 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. Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $22M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported participants rose from 273 in the plan year 2022 filing to 304 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 316034826 · Kemba Financial Credit Union, Inc. PY 2023 · 401(k)

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan · $27M · 304 · 78th

  • RANK $27M
  • PHOTO 304
  • IND 78th
  • EOY 401(k)
  • 5500 near Potamkin Retirement Plan
  • ASSETS ind #5852

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 →

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanKemba Financial Credit Union…$27MPotamkin Retirement Plan$27MYellowstone Club Operations, LLC Retirement Plan and TrustYellowstone Club Operations,…$27MIllinois Mutual 401(k) Retirement Savings PlanIllinois Mutual 401(k) Retir…$27MJ & J Ventures Gaming, LLC 401(k) Savings Plan and TrustJ & J Ventures Gaming, LLC 4…$27M
End-of-year total assets ($M) among Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$27M
Net Income$5M
Employer EIN316034826
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kemba Financial Credit Union, Inc.)

Sponsor-wide plan assets over time

All Kemba Financial Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 35.90067147054328% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22M $29.9M ▲ +35.9%
Year Plans Participants Total Assets
2022 1 273 $22M
2023 1 304 $27M
2024 1 312 $30M

Nearby 401(k) Plans in Ohio

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

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.027032101 · Participants: 304Kemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Potamkin Retirement Plan in FL ($27M); by covered participants it is Fortis Construction, Inc. Employees Savings Trust in OR (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan grew sharply - up 22.7% during 2023, from $22M to $27M. Reported net income was $5M.
How have Kemba Financial Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kemba Financial Credit Union, Inc.'s sponsor-wide assets grew 35.9%, from $22M to $30M.
Where does Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Potamkin Retirement Plan in FL ($27M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Construction, Inc. Employees Savings Trust in OR (304 participants, $44M 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 316034826.

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.