401(k) · DOL Form 5500 · 2023

Educators Credit Union 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
520
Participants Below avg headcount
88th
Percentile by assets National rank
$125,772
Avg per participant Near avg balance/head
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Official DOL plan name: Educators Credit Union 401(k) Plan & Trust · Sponsored by Educators Credit Union · Wisconsin · Finance & Insurance

$65M in assets, 520 participants

Educators Credit Union's Educators Credit Union 401(k) Plan & Trust reported $65M in total assets and 520 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,238 in Finance & Insurance (8,869 peers)

Where Educators Credit Union 401(k) Plan & Trust sits by assets

Educators Credit Union 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $65M for 520 participants (~$125,772/participant), up 18.8% in 2023.

#7,238
in Finance & Insurance (8,869 peers)
+18.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

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

Educators Credit Union 401(k) Plan & Trust vs every filed plan by assets

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

$65,401,517 Top 12% higher than 88% 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

Educators 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. Educators Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (520 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educators Credit Union 401(k) Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Educators Credit Union 401(k) Plan & Trust end-of-year assets rose from $55M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • Educators Credit Union 401(k) Plan & Trust reported participants rose from 486 in the plan year 2022 filing to 520 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390555293 · Educators Credit Union PY 2023 · 401(k)

Educators Credit Union 401(k) Plan & Trust · $65M · 520 · 88th

  • BOOK $65M
  • BOOK 520
  • BOOK 88th
  • BOOK 401(k)
  • BOOK near Morris Communications Company Employees' 401(k) Plan
  • BOOK ind #7238

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 Wisconsin →

Educators Credit Union 401(k) Plan & Trust in the asset neighbourhood

Bcn Administrative Services Multiple Employer PlanBcn Administrative Services …$65MMorris Communications Company Employees' 401(k) PlanMorris Communications Compan…$65MEducators Credit Union 401(k) Plan & TrustEducators Credit Union 401(k…$65MSouthern Ionics Incorporated 401(k) Profit Sharing PlanSouthern Ionics Incorporated…$65MBanco De Sabadell, S.a. 401(k) PlanBanco De Sabadell, S.a. 401(…$65M
End-of-year total assets ($M) among Educators 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)$55M
Net Assets (End of Year)$65M
Net Income$10M
Employer EIN390555293
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educators Credit Union)

Sponsor-wide plan assets over time

All Educators Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$71M 29.539145155402107% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.1M $71.3M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 486 $55M
2023 1 520 $65M
2024 1 487 $71M

Nearby 401(k) Plans in Wisconsin

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

Educators Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Educators Credit Union 401(k) Plan & Trust, Total assets ($B): 0.065401517 · Participants: 520Educators Credit Union 401(k) Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Educators Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Educators Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Morris Communications Company Employees' 401(k) Plan in GA ($65M); by covered participants it is Gutchess Companies 401(k) Savings Plan in NY (520 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (520 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 Educators Credit Union 401(k) Plan & Trust assets move in 2023? ▼
Educators Credit Union 401(k) Plan & Trust grew sharply - up 18.8% during 2023, from $55M to $65M. Reported net income was $10M.
How have Educators Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educators Credit Union's sponsor-wide assets grew 29.5%, from $55M to $71M.
Where does Educators Credit Union 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Educators Credit Union 401(k) Plan & Trust ranks in the 88th 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 Educators Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Morris Communications Company Employees' 401(k) Plan in GA ($65M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Educators Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gutchess Companies 401(k) Savings Plan in NY (520 participants, $40M 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 390555293.

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.