401(k) · DOL Form 5500 · 2023

Credit Union Trust 401(k) Plan

Data updated 2026-08-25

$391K
Total assets Small plan by assets
10
Participants Small participant base
16th
Percentile by assets National rank
$39,129
Avg per participant Low balance/head
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Official DOL plan name: Credit Union Trust 401(k) Profit Sharing Plan & Trust · Sponsored by Credit Union Trust · Michigan · Finance & Insurance

$391K in assets, 10 participants

Credit Union Trust's Credit Union Trust 401(k) Profit Sharing Plan & Trust reported $391K in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

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

Credit Union Trust multi-year trail

Credit Union Trust's plans moved +71.7% in assets from 2022 to 2024; this filing shows Credit Union Trust 401(k) Profit Sharing Plan & Trust at $391K / 10 participants.

#828
in Finance & Insurance (8,869 peers)
+24.5%
assets growth YoY

Credit Union Trust 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

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

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

$391,294 16th percentile higher than 16% 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

Credit Union Trust 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Union Trust 401(k) Profit Sharing Plan & Trust is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union Trust 401(k) Profit Sharing Plan & Trust reported net income rose from -$65K in the plan year 2022 filing to $77K in the plan year 2023 filing.
  • Credit Union Trust 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $314K in the plan year 2022 filing to $391K in the plan year 2023 filing.
  • Credit Union Trust 401(k) Profit Sharing Plan & Trust reported participants fell from 12 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 832876547 · Credit Union Trust PY 2023 · 401(k)

Credit Union Trust 401(k) Profit Sharing Plan & Trust · $391K · 10 · 16th

  • ASSETS $391K
  • ASSETS 10
  • ASSETS 16th
  • ASSETS 401(k)
  • ASSETS near Hammock Development 401(k)
  • ASSETS ind #828

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 Michigan →

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

Credit Union Trust 401(k) Profit Sharing Plan & TrustCredit Union Trust 401(k) Pr…$391KHammock Development 401(k)$391KFlintridge Hill Corp. 401(k) PlanFlintridge Hill Corp. 401(k)…$391KWatty, Inc. 401(k) Profit Sharing PlanWatty, Inc. 401(k) Profit Sh…$391KBlow Me Beautiful, Inc. 401(k) Profit Sharing PlanBlow Me Beautiful, Inc. 401(…$391K
End-of-year total assets ($M) among Credit Union Trust 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Credit Union Trust multi-year asset trail

Sponsor-wide plan assets over time

All Credit Union Trust plans reported in each filing year

Latest sponsor-wide plan assets
$539K 71.6707291461156% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M$0.6M 202220232024 $0.31M $0.54M ▲ +74.2%
Year Plans Participants Total Assets
2022 1 12 $314K
2023 1 10 $391K
2024 1 12 $539K

Credit Union Trust filing trail (2023)

Total Assets (Beginning of Year)$314K
Net Assets (End of Year)$391K
Net Income$77K
Employer EIN832876547
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Credit Union Trust 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Credit Union Trust 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000391294 · Participants: 10Credit Union Trust 401(k) Profit Sharing Plan & TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Credit Union Trust 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Credit Union Trust 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Hammock Development 401(k) in FL ($391K); by covered participants it is Jacobson Capital, Inc. 401(k) and Profit Sharing Plan in NC (10 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($391K here).

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Credit Union Trust 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Credit Union Trust 401(k) Profit Sharing Plan & Trust grew sharply - up 24.5% during 2023, from $314K to $391K. Reported net income was $77K.
How have Credit Union Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union Trust's sponsor-wide assets grew 71.7%, from $314K to $539K.
Where does Credit Union Trust 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Credit Union Trust 401(k) Profit Sharing Plan & Trust ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Credit Union Trust 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hammock Development 401(k) in FL ($391K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union Trust 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jacobson Capital, Inc. 401(k) and Profit Sharing Plan in NC (10 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 832876547.

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.