401(k) · DOL Form 5500 · 2023

Oucu Financial Credit Union Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
105
Participants Small participant base
72nd
Percentile by assets National rank
$180,647
Avg per participant Above avg balance/head
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Official DOL plan name: Oucu Financial Credit Union 401(k) Plan · Sponsored by Oucu Financial Credit Union Inc. · Ohio · Finance & Insurance

$19M in assets, 105 participants

Oucu Financial Credit Union Inc.'s Oucu Financial Credit Union 401(k) Plan reported $19M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,138 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Oucu Financial Credit Union 401(k) Plan covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#5,138
in Finance & Insurance (8,869 peers)
+17.3%
assets growth YoY

Oucu Financial Credit Union 401(k) Plan's outsized position by total assets

Oucu Financial Credit Union 401(k) Plan vs every filed plan by assets

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

$18,967,890 Top 28% higher than 72% 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

Oucu Financial 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. Oucu Financial Credit Union 401(k) Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oucu Financial Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Oucu Financial Credit Union 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Oucu Financial Credit Union 401(k) Plan reported participants fell from 108 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 316040060 · Oucu Financial Credit Union Inc. PY 2023 · 401(k)

Oucu Financial Credit Union 401(k) Plan · $19M · 105 · 72nd

  • VS-ST $19M
  • VS-ST 105
  • VS-ST 72nd
  • VS-ST 401(k)
  • VS-ST near Huff, Powell & Bailey, LLC 401(k) P/S Plan
  • VS-ST ind #5138

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 Ohio →

Oucu Financial Credit Union 401(k) Plan in the asset neighbourhood

Oucu Financial Credit Union 401(k) PlanOucu Financial Credit Union …$19MHuff, Powell & Bailey, LLC 401(k) P/S PlanHuff, Powell & Bailey, LLC 4…$19MSamson Electric, Inc. Profit Sharing Plan and TrustSamson Electric, Inc. Profit…$19MInvidi Technologies Corporatio 401(k) Profit Sharing Plan & TrustInvidi Technologies Corporat…$19MOwnbackup, Inc. 401(k) Plan$19M
End-of-year total assets ($M) among Oucu Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN316040060
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oucu Financial Credit Union Inc.)

Sponsor-wide plan assets over time

All Oucu Financial Credit Union Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 22.308887079500998% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.2M $19.8M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 108 $16M
2023 1 105 $19M
2024 1 111 $20M

Nearby 401(k) Plans in Ohio

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

Oucu Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Oucu Financial Credit Union 401(k) Plan, Total assets ($B): 0.01896789 · Participants: 105Oucu Financial Credit Union 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Oucu Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Oucu Financial Credit Union 401(k) Plan side-by-side with 3 peers →

Oucu Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Huff, Powell & Bailey, LLC 401(k) P/S Plan in GA ($19M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Oucu Financial Credit Union 401(k) Plan assets move in 2023? ▼
Oucu Financial Credit Union 401(k) Plan grew sharply - up 17.3% during 2023, from $16M to $19M. Reported net income was $3M.
How have Oucu Financial Credit Union Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oucu Financial Credit Union Inc.'s sponsor-wide assets grew 22.3%, from $16M to $20M.
Which 401(k) plans are similar in size to Oucu Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Huff, Powell & Bailey, LLC 401(k) P/S Plan in GA ($19M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Oucu Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 316040060.

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.