401(k) · DOL Form 5500 · 2023
Bethpage Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 736
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $127,470
- Avg per participant Near avg balance/head
Official DOL plan name: Bethpage Federal Credit Union 401(k) Thrift Plan · Sponsored by Bethpage Federal Credit Union · New York · Finance & Insurance
$94M in assets, 736 participants
Bethpage Federal Credit Union's Bethpage Federal Credit Union 401(k) Thrift Plan reported $94M in total assets and 736 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,618 in Finance & Insurance (8,869 peers)
Where Bethpage Federal Credit Union 401(k) Thrift Plan sits by assets
Bethpage Federal Credit Union 401(k) Thrift Plan sits in the top 10% of all filed plans by assets, $94M for 736 participants (~$127,470/participant), up 19.5% in 2023.
- #7,618
- in Finance & Insurance (8,869 peers)
- +19.5%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Bethpage Federal Credit Union 401(k) Thrift Plan's outsized position by total assets
Bethpage Federal Credit Union 401(k) Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,817,794 Top 9% higher than 91% 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
Bethpage Federal Credit Union 401(k) Thrift 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. Bethpage Federal Credit Union 401(k) Thrift Plan sits mid-pack in the medium band (736 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bethpage Federal Credit Union 401(k) Thrift Plan reported net income rose from -$11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- Bethpage Federal Credit Union 401(k) Thrift Plan end-of-year assets rose from $79M in the plan year 2022 filing to $94M in the plan year 2023 filing.
- Bethpage Federal Credit Union 401(k) Thrift Plan reported participants rose from 714 in the plan year 2022 filing to 736 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 111525965 · Bethpage Federal Credit Union PY 2023 · 401(k)
Bethpage Federal Credit Union 401(k) Thrift Plan · $94M · 736 · 91st
- ASSETS $94M
- PCT 736
- EIN 91st
- RANK 401(k)
- PHOTO near Cosco Shipping (North America) Inc. 401(k) Profit Sharing Plan
- IND ind #7618
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 New York →
Bethpage Federal Credit Union 401(k) Thrift Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $15M |
| Employer EIN | 111525965 |
| Plan Effective Date | 1979-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bethpage Federal Credit Union)
Sponsor-wide plan assets over time
All Bethpage Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $221M 25.417833045639615% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 914 | $176M |
| 2023 | 2 | 919 | $199M |
| 2024 | 2 | 954 | $221M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Bethpage Federal Credit Union 401(k) Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Cosco Shipping (North America) Inc. 401(k) Profit Sharing Plan in NJ ($94M); by covered participants it is Border Foods, LLC. 401(k) Plan in MN (736 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
Similar participant headcount
Nearest other-state filings by covered participants (736 participants); asset peers above are excluded.
- Border Foods, LLC. 401(k) Plan (MN) 736 · 0 off
- Carl Buddig and Company Deferred Benefit Plan (IL) 736 · 0 off
- The Hartz Group, Inc. 401(k) Retirement Plan (NJ) 736 · 0 off
- Landscape Development, Inc. 401(k) Plan (CA) 736 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.