401(k) · DOL Form 5500 · 2023

Ih Mississippi Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
418
Participants Below avg headcount
82nd
Percentile by assets National rank
$85,868
Avg per participant Below avg balance/head
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Official DOL plan name: Ih Mississippi Valley Credit Union 401(k) Plan & Trust · Sponsored by Ih Mississippi Valley Credit Union · Illinois · Finance & Insurance

$36M in assets, 418 participants

Ih Mississippi Valley Credit Union's Ih Mississippi Valley Credit Union 401(k) Plan & Trust reported $36M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,385 in Finance & Insurance (8,869 peers)

Where Ih Mississippi Valley Credit Union 401(k) Plan & Trust sits by assets

Ih Mississippi Valley Credit Union 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $36M for 418 participants (~$85,868/participant), up 19.2% in 2023.

#6,385
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ih Mississippi Valley Credit Union 401(k) Plan & Trust's outsized position by total assets

Ih Mississippi Valley Credit Union 401(k) Plan & Trust vs every filed plan by assets

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

$35,892,800 Top 18% higher than 82% 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

Ih Mississippi Valley Credit Union 401(k) Plan & 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. Ih Mississippi Valley Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ih Mississippi Valley Credit Union 401(k) Plan & Trust reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ih Mississippi Valley Credit Union 401(k) Plan & Trust end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Ih Mississippi Valley Credit Union 401(k) Plan & Trust reported participants rose from 369 in the plan year 2022 filing to 418 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362523206 · Ih Mississippi Valley Credit Union PY 2023 · 401(k)

Ih Mississippi Valley Credit Union 401(k) Plan & Trust · $36M · 418 · 82nd

  • ASSETS $36M
  • ASSETS 418
  • ASSETS 82nd
  • ASSETS 401(k)
  • ASSETS near Corza Medical 401(k) Plan
  • ASSETS ind #6385

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 Illinois →

Ih Mississippi Valley Credit Union 401(k) Plan & Trust in the asset neighbourhood

Ih Mississippi Valley Credit Union 401(k) Plan & TrustIh Mississippi Valley Credit…$36MCorza Medical 401(k) Plan$36MThe K Company, Inc. Amended and Restated Profit Sharing and Savings PlanThe K Company, Inc. Amended …$36MLdrv Holdings Corp. 401(k) PlanLdrv Holdings Corp. 401(k) P…$36MCommunity First Credit Union Capital Accumulation PlanCommunity First Credit Union…$36M
End-of-year total assets ($M) among Ih Mississippi Valley Credit Union 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN362523206
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ih Mississippi Valley Credit Union)

Sponsor-wide plan assets over time

All Ih Mississippi Valley Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$41M 36.54959959341145% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.1M $41.1M ▲ +36.6%
Year Plans Participants Total Assets
2022 1 369 $30M
2023 1 418 $36M
2024 1 423 $41M

Nearby 401(k) Plans in Illinois

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

Ih Mississippi Valley Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ih Mississippi Valley Credit Union 401(k) Plan & Trust, Total assets ($B): 0.0358928 · Participants: 418Ih Mississippi Valley Credit Union 401(k) Plan & TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Ih Mississippi Valley Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Ih Mississippi Valley Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Corza Medical 401(k) Plan in MA ($36M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Ih Mississippi Valley Credit Union 401(k) Plan & Trust assets move in 2023? ▼
Ih Mississippi Valley Credit Union 401(k) Plan & Trust grew sharply - up 19.2% during 2023, from $30M to $36M. Reported net income was $6M.
How have Ih Mississippi Valley Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ih Mississippi Valley Credit Union's sponsor-wide assets grew 36.5%, from $30M to $41M.
Where does Ih Mississippi Valley Credit Union 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Ih Mississippi Valley Credit Union 401(k) Plan & Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ih Mississippi Valley Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Corza Medical 401(k) Plan in MA ($36M, 405 participants).
Which 401(k) plans cover a similar participant headcount to Ih Mississippi Valley Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 362523206.

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.