401(k) · DOL Form 5500 · 2023

Citizens Equity First Credit Union 401(k) Plan

Data updated 2026-08-11

$125M
Total assets
943
Participants
93rd
Percentile by assets
$132,175
Avg per participant
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Official DOL plan name: Cefcu Deferred Compensation Plan and Trust · Sponsored by Citizens Equity First Credit Union · Illinois · Finance & Insurance

$125M in assets, 943 participants

Citizens Equity First Credit Union's Cefcu Deferred Compensation Plan and Trust reported $125M in total assets and 943 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,856 in Finance & Insurance (8,869 peers)

Where Cefcu Deferred Compensation Plan and Trust sits by assets

Cefcu Deferred Compensation Plan and Trust sits in the top 10% of all filed plans by assets, $125M for 943 participants (~$132,175/participant), up 21.3% in 2023.

$125M
total plan assets (2023 EOY)
943
covered participants
93rd
percentile by assets (of 127,072 plans)
$132,175
avg assets per participant

Where Cefcu Deferred Compensation Plan and Trust sits by total assets

Cefcu Deferred Compensation Plan and Trust vs every filed plan by assets

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

$124,641,085 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cefcu Deferred Compensation Plan and Trust reported net income rose from -$25M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Cefcu Deferred Compensation Plan and Trust end-of-year assets rose from $103M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Cefcu Deferred Compensation Plan and Trust reported participants rose from 913 in the plan year 2022 filing to 943 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Finance & Insurance

Cefcu Deferred Compensation Plan and Trust vs the 2023 asset distribution

By assets, Cefcu Deferred Compensation Plan and Trust outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$103M
Net Assets (End of Year)$125M
Net Income$22M
Employer EIN376028123
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Citizens Equity First Credit Union)

$280M$300M$320M$340M$360M 202220232024 $298M $354M ▲ +18.8%
Total plan assets by year, all Citizens Equity First Credit Union plans on file
Year Plans Participants Total Assets
2022 2 1,730 $298M
2023 2 1,770 $326M
2024 2 1,857 $354M

Nearby 401(k) Plans in Illinois

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

Cefcu Deferred Compensation Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Cefcu Deferred Compe…, Total assets ($B): 0.124641085 · Participants: 943Cefcu Deferred Compe…Accenture United Sta…, Total assets ($B): 17.594548115 · Participants: 69974Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Sa…Abbott Laboratories …, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories …United Airlines Pilo…, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilo…Walgreens Retirement…, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement…
Cefcu Deferred Compensation Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cefcu Deferred Compensation Plan and Tru… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cefcu Deferred Compensation Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Cefcu Deferred Compensation Plan and Trust assets move in 2023? ▼
Cefcu Deferred Compensation Plan and Trust grew sharply - up 21.3% during 2023, from $103M to $125M. Reported net income was $22M.
How have Citizens Equity First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Citizens Equity First Credit Union's sponsor-wide assets grew 18.8%, from $298M to $354M.
Where does Cefcu Deferred Compensation Plan and Trust rank by assets among Form 5500 filers? ▼
Cefcu Deferred Compensation Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Cefcu Deferred Compensation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' in DC ($125M, 143 participants).

Next read for Cefcu Deferred Compensation Plan and Tru…

Scale reading

Ways to act on Cefcu Deferred Compensation Plan and Trust's numbers.

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 376028123.

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.