401(k) · DOL Form 5500 · 2023

Citizens Equity First Credit Union 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
943
Participants Near avg headcount
93rd
Percentile by assets National rank
$132,175
Avg per participant Near avg balance/head
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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.

  • #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.

#7,856
in Finance & Insurance (8,869 peers)
+21.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Cefcu Deferred Compensation Plan and Trust's outsized position 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 $2,050,000,000 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

Cefcu Deferred Compensation 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. Cefcu Deferred Compensation Plan and Trust sits mid-pack in the medium band (943 participants).

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 →

Published 5500 schedule card

Filing strip 376028123 · Citizens Equity First Credit Union PY 2023 · 401(k)

Cefcu Deferred Compensation Plan and Trust · $125M · 943 · 93rd

  • VS-ST $125M
  • VS-ST 943
  • VS-ST 93rd
  • VS-ST 401(k)
  • VS-ST near Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'
  • VS-ST ind #7856

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 →

Cefcu Deferred Compensation Plan and Trust in the asset neighbourhood

Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a'Beveridge & Diamond, P.C. 40…$125MHawaiian Telcom 401(k) Plan for Hourly EmployeesHawaiian Telcom 401(k) Plan …$125MCefcu Deferred Compensation Plan and TrustCefcu Deferred Compensation …$125MStearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) PlanStearns Weaver Miller Weissl…$125MRadiology Imaging Associates P.C. Profit Sharing PlanRadiology Imaging Associates…$125M
End-of-year total assets ($M) among Cefcu Deferred Compensation Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Citizens Equity First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$354M 18.75501941466798% vs 2022
2024 filing year
$280M$300M$320M$340M$360M 202220232024 $298M $354M ▲ +18.8%
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 ($B) Participants Cefcu Deferred Compensation Plan and Trust, Total assets ($B): 0.124641085 · Participants: 943Cefcu Deferred Compensation Plan and 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
Cefcu Deferred Compensation Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Cefcu Deferred Compensation Plan and Trust side-by-side with 3 peers →

Cefcu Deferred Compensation Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Beveridge & Diamond, P.C. 401(k) Profit Sharing Plan & Trust 'a' in DC ($125M); by covered participants it is Npl Construction Co. 401(k) Plan in AZ (943 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (943 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 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).
Which 401(k) plans cover a similar participant headcount to Cefcu Deferred Compensation Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Npl Construction Co. 401(k) Plan in AZ (943 participants, $16M 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 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.