401(k) · DOL Form 5500 · 2023
United States Senate Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $156,295
- Avg per participant Above avg balance/head
Official DOL plan name: United States Senate Federal Credit Union 401(k) Plan · Sponsored by United States Senate Federal Credit Union · Virginia · Finance & Insurance
$21M in assets, 132 participants
United States Senate Federal Credit Union's United States Senate Federal Credit Union 401(k) Plan reported $21M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #5,311 in Finance & Insurance (8,869 peers)
Coverage in Virginia
United States Senate Federal Credit Union 401(k) Plan covers 132 participants in Virginia, about 17% of the average Virginia filer (state average ~782 per filing). Assets: $21M.
- #5,311
- in Finance & Insurance (8,869 peers)
- +25.3%
- assets growth YoY
United States Senate Federal Credit Union 401(k) Plan's outsized position by total assets
United States Senate Federal Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,630,978 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United States Senate Federal 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. United States Senate Federal Credit Union 401(k) Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United States Senate Federal Credit Union 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- United States Senate Federal Credit Union 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- United States Senate Federal Credit Union 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 132 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 530197042 · United States Senate Federal Credit Union PY 2023 · 401(k)
United States Senate Federal Credit Union 401(k) Plan · $21M · 132 · 73rd
- BOY $21M
- BOY 132
- BOY 73rd
- BOY 401(k)
- BOY near Centific Global Solutions, Inc 401(k) Plan
- BOY ind #5311
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 Virginia →
United States Senate Federal Credit Union 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 530197042 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United States Senate Federal Credit Union)
Sponsor-wide plan assets over time
All United States Senate Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 40.78749247779423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $16M |
| 2023 | 1 | 132 | $21M |
| 2024 | 1 | 135 | $23M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $36.2B · 97,987
- 401(k) Pension Plan $15.0B · 62,467
- General Dynamics Corporation 401(k) Plan 6.0 $11.2B · 48,860
- Leidos, Inc. Retirement Plan $10.6B · 27,043
- Bae Systems Employees' Savings and Investment Plan $9.4B · 31,681
United States Senate Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Centific Global Solutions, Inc 401(k) Plan in WA ($21M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Centific Global Solutions, Inc 401(k) Plan (WA) $21M · 411
- Namdor, Inc. 401(k) Profit Sharing Plan (NY) $21M · 73
- Oldenburg Group Incorporated Savings Plan (WI) $21M · 80
- Mcgrath Automotive Group 401(k) Plan (IL) $21M · 468
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
- Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
- Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
- Treeline Biosciences 401(k) Plan (MA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.