401(k) · DOL Form 5500 · 2023

Pennsylvania State Employees Credit Union 401(k) Plan

Data updated 2026-08-11

$159M
Total assets: 797
Participants: 94th
Percentile by assets: $200,094
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$159M
total plan assets (2023 EOY): 797
covered participants: 94th
percentile by assets (of 127,072 plans): $200,094
avg assets per participant

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

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 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 →

State

Pennsylvania

Industry

Finance & Insurance

Pennsylvania State Employees Credit Union 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Pennsylvania State Employees Credit Union 401(k) Retirement Plan outranks 94% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$131M
Net Assets (End of Year)	$159M
Net Income	$28M
Employer EIN	230961140
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Pennsylvania State Employees Credit Union)

Total plan assets by year, all Pennsylvania State Employees Credit Union plans on file

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

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Pennsylvania State Employees Credit Unio… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Pennsylvania State Employees Credit Union 401(k) Retirement Plan by total assets, not by location.

Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan (NC) $159M · 1,074
Sterne Kessler Goldstein & Fox P.L.L.C. 401(k) Retirement Savings Plan (DC) $159M · 425
Kodak Alaris Retirement Savings Plan (NY) $159M · 808
Ats Corporation 401(k) Retirement (OH) $159M · 1,534

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).

Next read for Pennsylvania State Employees Credit Unio…

Scale reading

Ways to act on Pennsylvania State Employees Credit Union 401(k) Retirement Plan's numbers.

By total assets, Pennsylvania State Employees Credit Union 401(k) Retirement 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 Pennsylvania. Compare plans
Pennsylvania State Employees Credit Union's sponsor-wide assets have grown 42.5% 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 230961140.