401(k) · DOL Form 5500 · 2023

Max Credit Union 401(k) Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
315
Participants Below avg headcount
86th
Percentile by assets National rank
$166,701
Avg per participant Above avg balance/head
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Official DOL plan name: Max Credit Union Capital Accumulation Plan · Sponsored by Max Credit Union · Alabama · Finance & Insurance

$53M in assets, 315 participants

Max Credit Union's Max Credit Union Capital Accumulation Plan reported $53M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,956 in Finance & Insurance (8,869 peers)

Where Max Credit Union Capital Accumulation Plan sits by assets

Max Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $53M for 315 participants (~$166,701/participant), up 7.6% in 2023.

#6,956
in Finance & Insurance (8,869 peers)
+7.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Max Credit Union Capital Accumulation Plan's outsized position by total assets

Max Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$52,510,805 Top 14% higher than 86% 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

Max Credit Union Capital Accumulation Plan 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. Max Credit Union Capital Accumulation Plan sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Max Credit Union Capital Accumulation Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Max Credit Union Capital Accumulation Plan end-of-year assets rose from $49M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Max Credit Union Capital Accumulation Plan reported participants rose from 311 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 364618706 · Max Credit Union PY 2023 · 401(k)

Max Credit Union Capital Accumulation Plan · $53M · 315 · 86th

  • BOY $53M
  • BOY 315
  • BOY 86th
  • BOY 401(k)
  • BOY near Brouse Mcdowell Retirement Savings Plan
  • BOY ind #6956

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 Alabama →

Max Credit Union Capital Accumulation Plan in the asset neighbourhood

Virginia Cardiovascular Specialists, PC 401(k) Profit Sharing PlanVirginia Cardiovascular Spec…$53MBrouse Mcdowell Retirement Savings PlanBrouse Mcdowell Retirement S…$53MMax Credit Union Capital Accumulation PlanMax Credit Union Capital Acc…$53MBiohaven Pharmaceuticals Inc 401(k) PlanBiohaven Pharmaceuticals Inc…$53MHousing Authority Risk Retention Group 401(k) PlanHousing Authority Risk Reten…$53M
End-of-year total assets ($M) among Max Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$53M
Net Income$4M
Employer EIN364618706
Plan Effective Date1983-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Max Credit Union)

Sponsor-wide plan assets over time

All Max Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 17.429002503817994% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.8M $57.3M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 311 $49M
2023 1 315 $53M
2024 1 304 $57M

Nearby 401(k) Plans in Alabama

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

Max Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Max Credit Union Capital Accumulation Plan, Total assets ($B): 0.052510805 · Participants: 315Max Credit Union Capital Accumulation PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Max Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Max Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Max Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Brouse Mcdowell Retirement Savings Plan in OH ($53M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 Max Credit Union Capital Accumulation Plan assets move in 2023? ▼
Max Credit Union Capital Accumulation Plan grew at a solid clip - up 7.6% during 2023, from $49M to $53M. Reported net income was $4M.
How have Max Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Max Credit Union's sponsor-wide assets grew 17.4%, from $49M to $57M.
Where does Max Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Max Credit Union Capital Accumulation Plan ranks in the 86th 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 Max Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Brouse Mcdowell Retirement Savings Plan in OH ($53M, 133 participants).
Which 401(k) plans cover a similar participant headcount to Max Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 364618706.

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.