401(k) · DOL Form 5500 · 2023
Efcu Financial Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 120
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $80,883
- Avg per participant Below avg balance/head
Official DOL plan name: Efcu Financial Federal Credit Union 401(k) Plan · Sponsored by Efcu Financial Federal Credit Union · Louisiana · Finance & Insurance
$10M in assets, 120 participants
Efcu Financial Federal Credit Union's Efcu Financial Federal Credit Union 401(k) Plan reported $10M in total assets and 120 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- #3,778 in Finance & Insurance (8,869 peers)
Coverage in Louisiana
Efcu Financial Federal Credit Union 401(k) Plan covers 120 participants in Louisiana, about 24% of the average Louisiana filer (state average ~495 per filing). Assets: $10M.
- #3,778
- in Finance & Insurance (8,869 peers)
- +13.7%
- assets growth YoY
Efcu Financial Federal Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Efcu Financial Federal Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,706,010 Top 42% higher than 58% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Efcu Financial Federal Credit Union 401(k) 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. Efcu Financial Federal Credit Union 401(k) Plan sits mid-pack in the medium band (120 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Efcu Financial Federal Credit Union 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Efcu Financial Federal Credit Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Efcu Financial Federal Credit Union 401(k) Plan reported participants rose from 115 in the plan year 2022 filing to 120 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 720433727 · Efcu Financial Federal Credit Union PY 2023 · 401(k)
Efcu Financial Federal Credit Union 401(k) Plan · $10M · 120 · 58th
- ASSETS $10M
- PCT 120
- EIN 58th
- RANK 401(k)
- PHOTO near Cjb & S 401(k) Retirement Plan
- IND ind #3778
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 Louisiana →
Efcu Financial Federal Credit Union 401(k) Plan in the asset neighbourhood
Louisiana filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $1M |
| Employer EIN | 720433727 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Efcu Financial Federal Credit Union)
Sponsor-wide plan assets over time
All Efcu Financial Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 39.817764756829575% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 115 | $9M |
| 2023 | 1 | 120 | $10M |
| 2024 | 1 | 131 | $12M |
Nearby 401(k) Plans in Louisiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lumen 401(k) Savings Plan $7.1B · 24,522
- Savings Plan of Entergy Corporation and Subsidiaries $3.8B · 10,136
- Ochsner Clinic Foundation 401(k) Plan $2.3B · 31,221
- Louisiana Children's Medical Center Retirement and Savings Plan $867M · 12,934
- Amedisys Holding, LLC 401(k) Plan $849M · 20,100
Efcu Financial Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Louisiana, the nearest 401(k) by assets is Cjb & S 401(k) Retirement Plan in IL ($10M); by covered participants it is Southgroup 401(k) Plan in MS (120 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (120 participants); asset peers above are excluded.
- Southgroup 401(k) Plan (MS) 120 · 0 off
- Southwest Hazard Control, Inc. Employees' Savings and Profit Sharing Plan (AZ) 120 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 120 · 0 off
- C S T & T Co. 401(k) Plan (NY) 120 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.