401(k) · DOL Form 5500 · 2023

Ascentra Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
150
Participants Small participant base
68th
Percentile by assets National rank
$106,471
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ascentra Credit Union 401(k) Retirement Plan and Trust · Sponsored by Ascentra Credit Union · Iowa · Finance & Insurance

$16M in assets, 150 participants

Ascentra Credit Union's Ascentra Credit Union 401(k) Retirement Plan and Trust reported $16M in total assets and 150 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,783 in Finance & Insurance (8,869 peers)

Coverage in Iowa

Ascentra Credit Union 401(k) Retirement Plan and Trust covers 150 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $16M.

#4,783
in Finance & Insurance (8,869 peers)
+16.0%
assets growth YoY

Ascentra Credit Union 401(k) Retirement Plan and Trust's outsized position by total assets

Ascentra Credit Union 401(k) Retirement Plan and Trust vs every filed plan by assets

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

$15,970,616 Top 32% higher than 68% 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

Ascentra Credit Union 401(k) Retirement 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. Ascentra Credit Union 401(k) Retirement Plan and Trust sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ascentra Credit Union 401(k) Retirement Plan and Trust reported net income rose from -$681K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ascentra Credit Union 401(k) Retirement Plan and Trust end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Ascentra Credit Union 401(k) Retirement Plan and Trust reported participants rose from 138 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 420747751 · Ascentra Credit Union PY 2023 · 401(k)

Ascentra Credit Union 401(k) Retirement Plan and Trust · $16M · 150 · 68th

  • PART $16M
  • TYPE 150
  • NET 68th
  • BOOK 401(k)
  • VS-ST near Helms Bros. Inc. 401(k) Plan
  • BOY ind #4783

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 Iowa →

Ascentra Credit Union 401(k) Retirement Plan and Trust in the asset neighbourhood

Ascentra Credit Union 401(k) Retirement Plan and TrustAscentra Credit Union 401(k)…$16MHelms Bros. Inc. 401(k) Plan$16MHigh Point Networks, LLC 401(k) & Profit Sharing PlanHigh Point Networks, LLC 401…$16MBenson Hill Holdings, Inc Retirement Savings PlanBenson Hill Holdings, Inc Re…$16MChristian Schools, Inc. Dba Goodpasture Christian School 401(k) PlanChristian Schools, Inc. Dba …$16M
End-of-year total assets ($M) among Ascentra Credit Union 401(k) Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN420747751
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ascentra Credit Union)

Sponsor-wide plan assets over time

All Ascentra Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 28.26004389279045% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $17.7M ▲ +28.3%
Year Plans Participants Total Assets
2022 1 138 $14M
2023 1 150 $16M
2024 1 153 $18M

Nearby 401(k) Plans in Iowa

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

Ascentra Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Ascentra Credit Union 401(k) Retirement Plan and Trust, Total assets ($B): 0.015970616 · Participants: 150Ascentra Credit Union 401(k) Retirement Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Ascentra Credit Union 401(k) Retirement Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Ascentra Credit Union 401(k) Retirement Plan and Trust side-by-side with 3 peers →

Ascentra Credit Union 401(k) Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Helms Bros. Inc. 401(k) Plan in NY ($16M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Ascentra Credit Union 401(k) Retirement Plan and Trust assets move in 2023? ▼
Ascentra Credit Union 401(k) Retirement Plan and Trust grew sharply - up 16.0% during 2023, from $14M to $16M. Reported net income was $2M.
How have Ascentra Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ascentra Credit Union's sponsor-wide assets grew 28.3%, from $14M to $18M.
Which 401(k) plans are similar in size to Ascentra Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Helms Bros. Inc. 401(k) Plan in NY ($16M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Ascentra Credit Union 401(k) Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 420747751.

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.