401(k) · DOL Form 5500 · 2023

Pennsylvania State Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$159M
Total assets Near avg plan size
797
Participants Near avg headcount
94th
Percentile by assets National rank
$200,094
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pennsylvania State Employees Credit Union 401(k) Retirement Plan · Sponsored by Pennsylvania State Employees Credit Union · Pennsylvania · Finance & Insurance

$159M in assets, 797 participants

Pennsylvania State Employees Credit Union's Pennsylvania State Employees Credit Union 401(k) Retirement Plan reported $159M in total assets and 797 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,013 in Finance & Insurance (8,869 peers)

Where Pennsylvania State Employees Credit Union 401(k) Retirement Plan sits by assets

Pennsylvania State Employees Credit Union 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $159M for 797 participants (~$200,094/participant), up 21.5% in 2023.

#8,013
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Pennsylvania State Employees Credit Union 401(k) Retirement Plan's outsized position by total assets

Pennsylvania State Employees Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$159,474,745 Top 6% higher than 94% 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

Pennsylvania State Employees Credit Union 401(k) Retirement 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. Pennsylvania State Employees Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (797 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pennsylvania State Employees Credit Union 401(k) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Pennsylvania State Employees Credit Union 401(k) Retirement Plan end-of-year assets rose from $131M in the plan year 2022 filing to $159M in the plan year 2023 filing.
  • Pennsylvania State Employees Credit Union 401(k) Retirement Plan reported participants rose from 740 in the plan year 2022 filing to 797 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 230961140 · Pennsylvania State Employees Credit Union PY 2023 · 401(k)

Pennsylvania State Employees Credit Union 401(k) Retirement Plan · $159M · 797 · 94th

  • SCH $159M
  • EBSA 797
  • PART 94th
  • TYPE 401(k)
  • NET near Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #8013

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 Pennsylvania →

Pennsylvania State Employees Credit Union 401(k) Retirement Plan in the asset neighbourhood

Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing PlanAtlantic Corporation of Wilm…$159MPennsylvania State Employees Credit Union 401(k) Retirement PlanPennsylvania State Employees…$159MSterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings PlanSterne Kessler Goldstein & F…$159MKodak Alaris Retirement Savings PlanKodak Alaris Retirement Savi…$159MAts Corporation 401(k) RetirementAts Corporation 401(k) Retir…$159M
End-of-year total assets ($M) among Pennsylvania State Employees Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$159M
Net Income$28M
Employer EIN230961140
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pennsylvania State Employees Credit Union)

Sponsor-wide plan assets over time

All Pennsylvania State Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$187M 42.502167599188084% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $131M $187M ▲ +42.5%
Year Plans Participants Total Assets
2022 4 2,111 $131M
2023 1 797 $159M
2024 1 840 $187M

Nearby 401(k) Plans in Pennsylvania

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

Pennsylvania State Employees Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Pennsylvania State Employees Credit Union 401(k) Retirement Plan, Total assets ($B): 0.159474745 · Participants: 797Pennsylvania State Employees Credit Union 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Pennsylvania State Employees Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Pennsylvania State Employees Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Pennsylvania State Employees Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan in NC ($159M); by covered participants it is Tep Holdings 401(k) Plan in NC (797 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (797 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 Pennsylvania State Employees Credit Union 401(k) Retirement Plan assets move in 2023? ▼
Pennsylvania State Employees Credit Union 401(k) Retirement Plan grew sharply - up 21.5% during 2023, from $131M to $159M. Reported net income was $28M.
How have Pennsylvania State Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pennsylvania State Employees Credit Union's sponsor-wide assets grew 42.5%, from $131M to $187M.
Where does Pennsylvania State Employees Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Pennsylvania State Employees Credit Union 401(k) Retirement Plan ranks in the 94th 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 Pennsylvania State Employees Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan in NC ($159M, 1,074 participants).
Which 401(k) plans cover a similar participant headcount to Pennsylvania State Employees Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tep Holdings 401(k) Plan in NC (797 participants, $32M 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 230961140.

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.