401(k) · DOL Form 5500 · 2023
Spire Credit Union 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 366
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $111,459
- Avg per participant Below avg balance/head
Official DOL plan name: Spire 401(k) Plan · Sponsored by Spire Credit Union · Minnesota · Finance & Insurance
$41M in assets, 366 participants
Spire Credit Union's Spire 401(k) Plan reported $41M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,598 in Finance & Insurance (8,869 peers)
Coverage in Minnesota
Spire 401(k) Plan covers 366 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $41M.
- #6,598
- in Finance & Insurance (8,869 peers)
- +26.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Spire 401(k) Plan's outsized position by total assets
Spire 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$40,793,920 Top 17% higher than 83% 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
Spire 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. Spire 401(k) Plan sits mid-pack in the medium band (366 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Spire 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Spire 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $41M in the plan year 2023 filing.
- Spire 401(k) Plan reported participants rose from 347 in the plan year 2022 filing to 366 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410585825 · Spire Credit Union PY 2023 · 401(k)
Spire 401(k) Plan · $41M · 366 · 83rd
- 5500 $41M
- ASSETS 366
- PCT 83rd
- EIN 401(k)
- RANK near Performance Services, Inc. Thrift Plan
- PHOTO ind #6598
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 Minnesota →
Spire 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $8M |
| Employer EIN | 410585825 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Spire Credit Union)
Sponsor-wide plan assets over time
All Spire Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $115M 254.6207358097315% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 347 | $32M |
| 2023 | 1 | 366 | $41M |
| 2024 | 2 | 780 | $115M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Spire 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Performance Services, Inc. Thrift Plan in IN ($41M); by covered participants it is Rincon Consultants, Inc. 401(k) and Profit Sharing Plan in CA (366 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Performance Services, Inc. Thrift Plan (IN) $41M · 239
- Hall & Evans, LLC Employee Savings Plan (CO) $41M · 205
- Bwc 401(k) Savings Plan (TX) $41M · 359
- Coface U. S. Group 401(k) Plan (NJ) $41M · 183
Similar participant headcount
Nearest other-state filings by covered participants (366 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.