401(k) · DOL Form 5500 · 2023

Kemba Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
265
Participants Below avg headcount
73rd
Percentile by assets National rank
$76,479
Avg per participant Below avg balance/head
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Official DOL plan name: Kemba Credit Union Profit Sharing 401(k) Plan and Trust · Sponsored by Kemba Credit Union, Inc. · Ohio · Finance & Insurance

$20M in assets, 265 participants

Kemba Credit Union, Inc.'s Kemba Credit Union Profit Sharing 401(k) Plan and Trust reported $20M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,273 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Kemba Credit Union Profit Sharing 401(k) Plan and Trust covers 265 participants in Ohio, about 35% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#5,273
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY

Kemba Credit Union Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Kemba Credit Union Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$20,266,898 Top 27% higher than 73% 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 Credit Union Profit Sharing 401(k) Plan and Trust 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 Credit Union Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kemba Credit Union Profit Sharing 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Kemba Credit Union Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Kemba Credit Union Profit Sharing 401(k) Plan and Trust reported participants rose from 244 in the plan year 2022 filing to 265 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 316034125 · Kemba Credit Union, Inc. PY 2023 · 401(k)

Kemba Credit Union Profit Sharing 401(k) Plan and Trust · $20M · 265 · 73rd

  • RANK $20M
  • PHOTO 265
  • IND 73rd
  • EOY 401(k)
  • 5500 near S&r Employees Retirement Savings Plan
  • ASSETS ind #5273

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 Credit Union Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Kemba Credit Union Profit Sharing 401(k) Plan and TrustKemba Credit Union Profit Sh…$20MS&r Employees Retirement Savings PlanS&r Employees Retirement Sav…$20MDattner Architects 401(k) Retirement Savings PlanDattner Architects 401(k) Re…$20MSpectrum Science Communications, Inc. 401(k) Profit Sharing PlanSpectrum Science Communicati…$20MRutter's Retirement Savings PlanRutter's Retirement Savings …$20M
End-of-year total assets ($M) among Kemba Credit Union Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN316034125
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kemba Credit Union, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$25M 47.21383699696123% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $24.6M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 244 $17M
2023 1 265 $20M
2024 1 259 $25M

Nearby 401(k) Plans in Ohio

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

Kemba Credit Union Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Kemba Credit Union Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.020266898 · Participants: 265Kemba Credit Union Profit Sharing 401(k) Plan and TrustGE 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 Credit Union Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kemba Credit Union Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is S&r Employees Retirement Savings Plan in MO ($20M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Credit Union Profit Sharing 401(k) Plan and Trust assets move in 2023? ▼
Kemba Credit Union Profit Sharing 401(k) Plan and Trust grew sharply - up 21.2% during 2023, from $17M to $20M. Reported net income was $4M.
How have Kemba Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kemba Credit Union, Inc.'s sponsor-wide assets grew 47.2%, from $17M to $25M.
Which 401(k) plans are similar in size to Kemba Credit Union Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is S&r Employees Retirement Savings Plan in MO ($20M, 428 participants).
Which 401(k) plans cover a similar participant headcount to Kemba Credit Union Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 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 316034125.

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.