401(k) · DOL Form 5500 · 2023
America's First Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 422
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $105,627
- Avg per participant Below avg balance/head
Official DOL plan name: America's First Federal Credit Union Retirement Savings Plan · Sponsored by America's First Federal Credit Union · Alabama · Finance & Insurance
$45M in assets, 422 participants
America's First Federal Credit Union's America's First Federal Credit Union Retirement Savings Plan reported $45M in total assets and 422 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #6,738 in Finance & Insurance (8,869 peers)
Where America's First Federal Credit Union Retirement Savings Plan sits by assets
America's First Federal Credit Union Retirement Savings Plan sits in the top quartile of all filed plans by assets, $45M for 422 participants (~$105,627/participant), up 17.6% in 2023.
- #6,738
- in Finance & Insurance (8,869 peers)
- +17.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
America's First Federal Credit Union Retirement Savings Plan's outsized position by total assets
America's First Federal Credit Union Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,574,411 Top 16% higher than 84% 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
America's First Federal Credit Union Retirement Savings 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. America's First Federal Credit Union Retirement Savings Plan sits mid-pack in the medium band (422 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- America's First Federal Credit Union Retirement Savings Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- America's First Federal Credit Union Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- America's First Federal Credit Union Retirement Savings Plan reported participants rose from 403 in the plan year 2022 filing to 422 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630108592 · America's First Federal Credit Union PY 2023 · 401(k)
America's First Federal Credit Union Retirement Savings Plan · $45M · 422 · 84th
- BOY $45M
- BOY 422
- BOY 84th
- BOY 401(k)
- BOY near Hubert Company, LLC Savings Plan
- BOY ind #6738
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 Alabama →
America's First Federal Credit Union Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 630108592 |
| Plan Effective Date | 1982-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (America's First Federal Credit Union)
Sponsor-wide plan assets over time
All America's First Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 29.647488296858004% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 403 | $38M |
| 2023 | 1 | 422 | $45M |
| 2024 | 1 | 435 | $49M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
America's First Federal Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Hubert Company, LLC Savings Plan in OH ($45M); by covered participants it is Kiel Center 401(k) Plan in MO (422 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Hubert Company, LLC Savings Plan (OH) $45M · 196
- Musco Family Olive Co. 401(k) and Profit Sharing Plan (CA) $45M · 227
- Ws Asset Management, Inc. 401(k) and Profit Sharing Plan (MA) $45M · 355
- The Seer Group 401(k) Plan (WA) $45M · 1,447
Similar participant headcount
Nearest other-state filings by covered participants (422 participants); asset peers above are excluded.
- Kiel Center 401(k) Plan (MO) 422 · 0 off
- Summit Design and Engineering Services, PLLC Employees Savings Trust (NC) 422 · 0 off
- Electro-Mechanical Retirement Plan (VA) 422 · 0 off
- Sweet Companys' Retirement Plan (MI) 422 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.