401(k) · DOL Form 5500 · 2023

Bellwether Community Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
89
Participants Small participant base
72nd
Percentile by assets National rank
$222,931
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bellwether Community Credit Union 401(k) Plan · Sponsored by Bellwether Community Credit Union · New Hampshire · Finance & Insurance

$20M in assets, 89 participants

Bellwether Community Credit Union's Bellwether Community Credit Union 401(k) Plan reported $20M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,232 in Finance & Insurance (8,869 peers)

Bellwether Community Credit Union multi-year trail

Bellwether Community Credit Union's plans moved +13.8% in assets from 2022 to 2024; this filing shows Bellwether Community Credit Union 401(k) Plan at $20M / 89 participants.

#5,232
in Finance & Insurance (8,869 peers)
+16.2%
assets growth YoY

Bellwether Community Credit Union 401(k) Plan's outsized position by total assets

Bellwether Community Credit Union 401(k) Plan vs every filed plan by assets

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

$19,840,862 Top 28% higher than 72% 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

Bellwether Community Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellwether Community Credit Union 401(k) Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bellwether Community Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Bellwether Community Credit Union 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Bellwether Community Credit Union 401(k) Plan reported participants fell from 91 in the plan year 2022 filing to 89 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020196520 · Bellwether Community Credit Union PY 2023 · 401(k)

Bellwether Community Credit Union 401(k) Plan · $20M · 89 · 72nd

  • BOY $20M
  • SCH 89
  • EBSA 72nd
  • PART 401(k)
  • TYPE near Mccray Lumber Company Profit Sharing Plan
  • NET ind #5232

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 New Hampshire →

Bellwether Community Credit Union 401(k) Plan in the asset neighbourhood

Bellwether Community Credit Union 401(k) PlanBellwether Community Credit …$20MMccray Lumber Company Profit Sharing PlanMccray Lumber Company Profit…$20MPesi, Inc. Retirement Trust$20MNew Castle Building Products 401(k) PlanNew Castle Building Products…$20MA-Mark Precious Metals, Inc. and SubsidiariesA-Mark Precious Metals, Inc.…$20M
End-of-year total assets ($M) among Bellwether Community Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bellwether Community Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Bellwether Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.756166664159089% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.1M $19.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 91 $17M
2023 1 89 $20M
2024 1 81 $19M

Bellwether Community Credit Union filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN020196520
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Bellwether Community Credit Union 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Bellwether Community Credit Union 401(k) Plan, Total assets ($M): 19.840862 · Participants: 89Bellwether Community Credit Union 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Bellwether Community Credit Union 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Bellwether Community Credit Union 401(k) Plan side-by-side with 3 peers →

Bellwether Community Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Mccray Lumber Company Profit Sharing Plan in KS ($20M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Bellwether Community Credit Union 401(k) Plan assets move in 2023? ▼
Bellwether Community Credit Union 401(k) Plan grew sharply - up 16.2% during 2023, from $17M to $20M. Reported net income was $3M.
How have Bellwether Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellwether Community Credit Union's sponsor-wide assets grew 13.8%, from $17M to $19M.
Which 401(k) plans are similar in size to Bellwether Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mccray Lumber Company Profit Sharing Plan in KS ($20M, 261 participants).
Which 401(k) plans cover a similar participant headcount to Bellwether Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 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 020196520.

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.