401(k) · DOL Form 5500 · 2023

First New York Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
118
Participants Small participant base
63rd
Percentile by assets National rank
$101,643
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: First New York Federal Credit Union Capital Accumulation Plan · Sponsored by First New York Federal Credit Union · New York · Finance & Insurance

$12M in assets, 118 participants

First New York Federal Credit Union's First New York Federal Credit Union Capital Accumulation Plan reported $12M in total assets and 118 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,205 in Finance & Insurance (8,869 peers)

Coverage in New York

First New York Federal Credit Union Capital Accumulation Plan covers 118 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $12M.

#4,205
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY

First New York Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

First New York Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$11,993,837 Top 37% higher than 63% 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

First New York Federal Credit Union Capital Accumulation 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. First New York Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First New York Federal Credit Union Capital Accumulation Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • First New York Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 141345856 · First New York Federal Credit Union PY 2023 · 401(k)

First New York Federal Credit Union Capital Accumulation Plan · $12M · 118 · 63rd

  • SCH $12M
  • SCH 118
  • SCH 63rd
  • SCH 401(k)
  • SCH near Pangborn LLC 401(k) Plan
  • SCH ind #4205

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 →

First New York Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

First New York Federal Credit Union Capital Accumulation PlanFirst New York Federal Credi…$12MPangborn LLC 401(k) Plan$12MDyco, Inc. Salary Savings PlanDyco, Inc. Salary Savings Pl…$12MHacienda Motors, Ltd. Dba Mercedes-Benz of Pleasanton 401(k) PlanHacienda Motors, Ltd. Dba Me…$12MMaschmeyer Concrete Company 401(k) PlanMaschmeyer Concrete Company …$12M
End-of-year total assets ($M) among First New York Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN141345856
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (First New York Federal Credit Union)

Sponsor-wide plan assets over time

All First New York Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 24.031275693136646% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.8M $13.4M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 118 $11M
2023 1 118 $12M
2024 1 111 $13M

Nearby 401(k) Plans in New York

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

First New York Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants First New York Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.011993837 · Participants: 118First New York Federal Credit Union Capital Accumulation 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
First New York Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare First New York Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

First New York Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Pangborn LLC 401(k) Plan in GA ($12M); by covered participants it is Ensign Natural Resources 401(k) Plan in TX (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 First New York Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
First New York Federal Credit Union Capital Accumulation Plan grew at a solid clip - up 11.3% during 2023, from $11M to $12M. Reported net income was $1M.
How have First New York Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First New York Federal Credit Union's sponsor-wide assets grew 24.0%, from $11M to $13M.
Which 401(k) plans are similar in size to First New York Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pangborn LLC 401(k) Plan in GA ($12M, 75 participants).
Which 401(k) plans cover a similar participant headcount to First New York Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ensign Natural Resources 401(k) Plan in TX (118 participants, N/A 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 141345856.

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.