401(k) · DOL Form 5500 · 2023

Ces Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
57
Participants Small participant base
39th
Percentile by assets National rank
$66,633
Avg per participant Below avg balance/head
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Official DOL plan name: Ces Credit Union, Inc. 401(k) Plan · Sponsored by Ces Credit Union, Inc. · Ohio · Finance & Insurance

$4M in assets, 57 participants

Ces Credit Union, Inc.'s Ces Credit Union, Inc. 401(k) Plan reported $4M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,459 in Finance & Insurance (8,869 peers)

Ces Credit Union, Inc. multi-year trail

Ces Credit Union, Inc.'s plans moved +50.1% in assets from 2022 to 2024; this filing shows Ces Credit Union, Inc. 401(k) Plan at $4M / 57 participants.

#2,459
in Finance & Insurance (8,869 peers)
+26.3%
assets growth YoY

Ces Credit Union, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$3,798,081 39th percentile higher than 39% 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

Ces Credit Union, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ces Credit Union, Inc. 401(k) Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ces Credit Union, Inc. 401(k) Plan reported net income rose from -$540K in the plan year 2022 filing to $790K in the plan year 2023 filing.
  • Ces Credit Union, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ces Credit Union, Inc. 401(k) Plan reported participants rose from 50 in the plan year 2022 filing to 57 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 314400124 · Ces Credit Union, Inc. PY 2023 · 401(k)

Ces Credit Union, Inc. 401(k) Plan · $4M · 57 · 39th

  • EIN $4M
  • RANK 57
  • PHOTO 39th
  • IND 401(k)
  • EOY near Rose Medical 401(k) Plan and Trust
  • 5500 ind #2459

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 →

Ces Credit Union, Inc. 401(k) Plan in the asset neighbourhood

Ces Credit Union, Inc. 401(k) PlanCes Credit Union, Inc. 401(k…$4MRose Medical 401(k) Plan and TrustRose Medical 401(k) Plan and…$4MFox Valley Molding, Inc. Employee 401(k) Profit Sharing PlanFox Valley Molding, Inc. Emp…$4MThe Information Store, Inc. 401(k) PlanThe Information Store, Inc. …$4MOpco Ca 401(k) Plan$4M
End-of-year total assets ($M) among Ces Credit Union, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ces Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ces Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 50.10934787183013% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M$5M 202220232024 $3.01M $4.52M ▲ +50.2%
Year Plans Participants Total Assets
2022 1 50 $3M
2023 1 57 $4M
2024 1 61 $5M

Ces Credit Union, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$790K
Employer EIN314400124
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Ces Credit Union, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Ces Credit Union, Inc. 401(k) Plan, Total assets ($B): 0.003798081 · Participants: 57Ces Credit Union, Inc. 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
Ces Credit Union, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Ces Credit Union, Inc. 401(k) Plan side-by-side with 3 peers →

Ces Credit Union, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rose Medical 401(k) Plan and Trust in MI ($4M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Ces Credit Union, Inc. 401(k) Plan assets move in 2023? ▼
Ces Credit Union, Inc. 401(k) Plan grew sharply - up 26.3% during 2023, from $3M to $4M. Reported net income was $790K.
How have Ces Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ces Credit Union, Inc.'s sponsor-wide assets grew 50.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Ces Credit Union, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rose Medical 401(k) Plan and Trust in MI ($4M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Ces Credit Union, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 314400124.

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.