401(k) · DOL Form 5500 · 2023

Widget Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
110
Participants Small participant base
60th
Percentile by assets National rank
$96,253
Avg per participant Below avg balance/head
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Official DOL plan name: Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust · Sponsored by Widget Federal Credit Union · Pennsylvania · Finance & Insurance

$11M in assets, 110 participants

Widget Federal Credit Union's Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust reported $11M in total assets and 110 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,958 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust covers 110 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#3,958
in Finance & Insurance (8,869 peers)
+27.8%
assets growth YoY

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust vs every filed plan by assets

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

$10,587,848 Top 40% higher than 60% 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

Widget Federal Credit Union D/B/a Widget Financial 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. Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust reported participants rose from 107 in the plan year 2022 filing to 110 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 250974214 · Widget Federal Credit Union PY 2023 · 401(k)

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust · $11M · 110 · 60th

  • 5500 $11M
  • ASSETS 110
  • PCT 60th
  • EIN 401(k)
  • RANK near The Minnesota Epilepsy Group, P.a. 401(k) Profit Sharing Plan
  • PHOTO ind #3958

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 Pennsylvania →

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust in the asset neighbourhood

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and TrustWidget Federal Credit Union …$11MThe Minnesota Epilepsy Group, P.a. 401(k) Profit Sharing PlanThe Minnesota Epilepsy Group…$11MEnvironmental Works, Inc. 401(k) Profit Sharing PlanEnvironmental Works, Inc. 40…$11MWalpole Outdoors LLC Retirement Savings PlanWalpole Outdoors LLC Retirem…$11MGravie, Inc. 401(k) Plan$11M
End-of-year total assets ($M) among Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN250974214
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Widget Federal Credit Union)

Sponsor-wide plan assets over time

All Widget Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 56.52229756849822% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.28M $13M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 107 $8M
2023 1 110 $11M
2024 1 115 $13M

Nearby 401(k) Plans in Pennsylvania

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

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust, Total assets ($B): 0.010587848 · Participants: 110Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust side-by-side with 3 peers →

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is The Minnesota Epilepsy Group, P.a. 401(k) Profit Sharing Plan in MN ($11M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust assets move in 2023? ▼
Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust grew sharply - up 27.8% during 2023, from $8M to $11M. Reported net income was $2M.
How have Widget Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Widget Federal Credit Union's sponsor-wide assets grew 56.5%, from $8M to $13M.
Which 401(k) plans are similar in size to Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Minnesota Epilepsy Group, P.a. 401(k) Profit Sharing Plan in MN ($11M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 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 250974214.

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.