401(k) · DOL Form 5500 · 2023

Dort Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
254
Participants Below avg headcount
79th
Percentile by assets National rank
$119,633
Avg per participant Near avg balance/head
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Official DOL plan name: Dort Financial Credit Union Employees Deferred Compensation Plan · Sponsored by Dort Financial Credit Union · Michigan · Finance & Insurance

$30M in assets, 254 participants

Dort Financial Credit Union's Dort Financial Credit Union Employees Deferred Compensation Plan reported $30M in total assets and 254 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,076 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Dort Financial Credit Union Employees Deferred Compensation Plan covers 254 participants in Michigan, about 40% of the average Michigan filer (state average ~638 per filing). Assets: $30M.

#6,076
in Finance & Insurance (8,869 peers)
+11.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Dort Financial Credit Union Employees Deferred Compensation Plan's outsized position by total assets

Dort Financial Credit Union Employees Deferred Compensation Plan vs every filed plan by assets

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

$30,386,760 Top 21% higher than 79% 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

Dort Financial Credit Union Employees Deferred Compensation 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. Dort Financial Credit Union Employees Deferred Compensation Plan sits mid-pack in the medium band (254 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Dort Financial Credit Union Employees Deferred Compensation Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Dort Financial Credit Union Employees Deferred Compensation Plan reported participants rose from 216 in the plan year 2022 filing to 254 in the plan year 2023 filing.
  • Dort Financial Credit Union Employees Deferred Compensation Plan end-of-year assets rose from $27M in the plan year 2022 filing to $30M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 381440283 · Dort Financial Credit Union PY 2023 · 401(k)

Dort Financial Credit Union Employees Deferred Compensation Plan · $30M · 254 · 79th

  • PCT $30M
  • EIN 254
  • RANK 79th
  • PHOTO 401(k)
  • IND near Citizens First Bank Employees' Savings & Profit Sharing Plan and Trust
  • EOY ind #6076

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 Michigan →

Dort Financial Credit Union Employees Deferred Compensation Plan in the asset neighbourhood

Dort Financial Credit Union Employees Deferred Compensation PlanDort Financial Credit Union …$30MCitizens First Bank Employees' Savings & Profit Sharing Plan and TrustCitizens First Bank Employee…$30MSekisui Aerospace, Inc. 401(k) Retirement PlanSekisui Aerospace, Inc. 401(…$30MRockcastle Hospital and Subsidiaries Retirement PlanRockcastle Hospital and Subs…$30MStevens Industries, Inc. 401(k) PlanStevens Industries, Inc. 401…$30M
End-of-year total assets ($M) among Dort Financial Credit Union Employees Deferred Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN381440283
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dort Financial Credit Union)

Sponsor-wide plan assets over time

All Dort Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 41.35260825475244% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.3M $38.6M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 216 $27M
2023 1 254 $30M
2024 1 328 $39M

Nearby 401(k) Plans in Michigan

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

Dort Financial Credit Union Employees Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Dort Financial Credit Union Employees Deferred Compensation Plan, Total assets ($B): 0.03038676 · Participants: 254Dort Financial Credit Union Employees Deferred Compensation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Dort Financial Credit Union Employees Deferred Compensation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Dort Financial Credit Union Employees Deferred Compensation Plan side-by-side with 3 peers →

Dort Financial Credit Union Employees Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Citizens First Bank Employees' Savings & Profit Sharing Plan and Trust in FL ($30M); by covered participants it is Dennelisse Corporation 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 Dort Financial Credit Union Employees Deferred Compensation Plan assets move in 2023? ▼
Dort Financial Credit Union Employees Deferred Compensation Plan grew at a solid clip - up 11.3% during 2023, from $27M to $30M. Reported net income was $3M.
How have Dort Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dort Financial Credit Union's sponsor-wide assets grew 41.4%, from $27M to $39M.
Where does Dort Financial Credit Union Employees Deferred Compensation Plan rank by assets among Form 5500 filers? ▼
Dort Financial Credit Union Employees Deferred Compensation Plan ranks in the 79th 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 Dort Financial Credit Union Employees Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Citizens First Bank Employees' Savings & Profit Sharing Plan and Trust in FL ($30M, 422 participants).
Which 401(k) plans cover a similar participant headcount to Dort Financial Credit Union Employees Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dennelisse Corporation 401(k) Plan in NY (254 participants, $2M 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 381440283.

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.