401(k) · DOL Form 5500 · 2023

Capital Educators Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
272
Participants Below avg headcount
55th
Percentile by assets National rank
$30,537
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Capital Educators Federal Credit Union 401(k) Plan and Trust · Sponsored by Capital Educators Federal Credit Union · Idaho · Finance & Insurance

$8M in assets, 272 participants

Capital Educators Federal Credit Union's Capital Educators Federal Credit Union 401(k) Plan and Trust reported $8M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,505 in Finance & Insurance (8,869 peers)

Capital Educators Federal Credit Union multi-year trail

Capital Educators Federal Credit Union's plans moved +41.0% in assets from 2022 to 2024; this filing shows Capital Educators Federal Credit Union 401(k) Plan and Trust at $8M / 272 participants.

#3,505
in Finance & Insurance (8,869 peers)
+40.0%
assets growth YoY

Capital Educators Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Capital Educators Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$8,306,025 Top 45% higher than 55% 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

Capital Educators Federal Credit Union 401(k) 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. Capital Educators Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (272 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Educators Federal Credit Union 401(k) Plan and Trust reported net income rose from -$112K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Capital Educators Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Capital Educators Federal Credit Union 401(k) Plan and Trust reported participants rose from 244 in the plan year 2022 filing to 272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820212120 · Capital Educators Federal Credit Union PY 2023 · 401(k)

Capital Educators Federal Credit Union 401(k) Plan and Trust · $8M · 272 · 55th

  • NET $8M
  • BOOK 272
  • VS-ST 55th
  • BOY 401(k)
  • SCH near United States Drug Testing 401(k) Profit Sharing Plan and Trust
  • EBSA ind #3505

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 Idaho →

Capital Educators Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Capital Educators Federal Credit Union 401(k) Plan and TrustCapital Educators Federal Cr…$8MUnited States Drug Testing 401(k) Profit Sharing Plan and TrustUnited States Drug Testing 4…$8MCambridge Cm, Inc. 401(k) PlanCambridge Cm, Inc. 401(k) Pl…$8MCommercetools 401(k) Plan$8MCoil Manufacturing, Inc. Employee 401(k) PlanCoil Manufacturing, Inc. Emp…$8M
End-of-year total assets ($M) among Capital Educators Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Capital Educators Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Capital Educators Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$51M 40.979362056823824% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.3M $51.1M ▲ +41.0%
Year Plans Participants Total Assets
2022 2 478 $36M
2023 2 527 $45M
2024 2 562 $51M

Capital Educators Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN820212120
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

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

Capital Educators Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Capital Educators Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.008306025 · Participants: 272Capital Educators Federal Credit Union 401(k) Plan and TrustMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Capital Educators Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Capital Educators Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Capital Educators Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is United States Drug Testing 401(k) Profit Sharing Plan and Trust in IL ($8M); by covered participants it is Feesers, Inc. Profit Sharing Plan in PA (272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (272 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 Capital Educators Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Capital Educators Federal Credit Union 401(k) Plan and Trust surged - up 40.0% during 2023, from $6M to $8M. Reported net income was $2M.
How have Capital Educators Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Educators Federal Credit Union's sponsor-wide assets grew 41.0%, from $36M to $51M.
Which 401(k) plans are similar in size to Capital Educators Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is United States Drug Testing 401(k) Profit Sharing Plan and Trust in IL ($8M, 109 participants).
Which 401(k) plans cover a similar participant headcount to Capital Educators Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Feesers, Inc. Profit Sharing Plan in PA (272 participants, N/A 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 820212120.

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.