401(k) · DOL Form 5500 · 2023

Credit Union National Association, Inc. 401(k) Plan

Data updated 2026-08-11

$127M
Total assets
246
Participants
93rd
Percentile by assets
$518,129
Avg per participant
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Official DOL plan name: Credit Union National Association, Inc. 401(k) Plan · Sponsored by Credit Union National Association, Inc. · Wisconsin · Finance & Insurance

$127M in assets, 246 participants

Credit Union National Association, Inc.'s Credit Union National Association, Inc. 401(k) Plan reported $127M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #7,870 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Credit Union National Association, Inc. 401(k) Plan covers 246 participants in Wisconsin, about 44% of the average Wisconsin filer (state average ~563 per filing). Assets: $127M.

$127M
total plan assets (2023 EOY)
246
covered participants
93rd
percentile by assets (of 127,072 plans)
$518,129
avg assets per participant

Where Credit Union National Association, Inc. 401(k) Plan sits by total assets

Credit Union National Association, Inc. 401(k) Plan vs every filed plan by assets

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

$127,459,797 Top 7% higher than 93% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union National Association, Inc. 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Credit Union National Association, Inc. 401(k) Plan end-of-year assets rose from $112M in the plan year 2022 filing to $127M in the plan year 2023 filing.
  • Credit Union National Association, Inc. 401(k) Plan reported participants rose from 237 in the plan year 2022 filing to 246 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Wisconsin
Industry
Finance & Insurance

Participants vs Wisconsin filers

In Wisconsin, the average filing covers about 563 participants across 2,940 plans. Credit Union National Association, Inc. 401(k) Plan reports 246 participants - about 44% of that state average ($127M EOY assets).

Wisconsin filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$127M
Net Income$16M
Employer EIN237065623
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union National Association, Inc.)

$120M$130M$140M$150M 202220232024 $135M $147M ▲ +8.7%
Total plan assets by year, all Credit Union National Association, Inc. plans on file
Year Plans Participants Total Assets
2022 2 296 $135M
2023 2 301 $127M
2024 2 322 $147M

Nearby 401(k) Plans in Wisconsin

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

Credit Union National Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Credit Union Nationa…, Total assets ($B): 0.127459797 · Participants: 246Credit Union Nationa…Advocate Aurora Heal…, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Heal…Johnson Controls Ret…, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Ret…Fiserv 401(k) Saving…, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Saving…Kimberly-Clark Corpo…, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corpo…Rockwell Automation …, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation …
Credit Union National Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Credit Union National Association, Inc. … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Credit Union National Association, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Credit Union National Association, Inc. 401(k) Plan assets move in 2023? ▼
Credit Union National Association, Inc. 401(k) Plan grew at a solid clip - up 13.8% during 2023, from $112M to $127M. Reported net income was $16M.
How have Credit Union National Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union National Association, Inc.'s sponsor-wide assets grew 8.7%, from $135M to $147M.
Where does Credit Union National Association, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Credit Union National Association, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Credit Union National Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Home Bancshares, Inc. 401(k) and Employee Stock Ownership Plan in AR ($127M, 2,832 participants).

Next read for Credit Union National Association, Inc. …

Filing takeaways

Ways to act on Credit Union National Association, Inc. 401(k) Plan's numbers.

  • By total assets, Credit Union National Association, Inc. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
  • Credit Union National Association, Inc.'s sponsor-wide assets have grown 8.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 237065623.

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.