401(k) · DOL Form 5500 · 2023

Veridian Credit Union 401(k) Plan

Data updated 2026-08-25

$171M
Total assets Near avg plan size
949
Participants Near avg headcount
94th
Percentile by assets National rank
$179,790
Avg per participant Above avg balance/head
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Official DOL plan name: Veridian Credit Union 401(k) Plan and Trust · Sponsored by Veridian Credit Union · Iowa · Finance & Insurance

$171M in assets, 949 participants

Veridian Credit Union's Veridian Credit Union 401(k) Plan and Trust reported $171M in total assets and 949 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.

  • #8,042 in Finance & Insurance (8,869 peers)

Where Veridian Credit Union 401(k) Plan and Trust sits by assets

Veridian Credit Union 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $171M for 949 participants (~$179,790/participant), up 21.8% in 2023.

#8,042
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Veridian Credit Union 401(k) Plan and Trust's outsized position by total assets

Veridian Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$170,621,119 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

Veridian Credit Union 401(k) Plan and Trust 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. Veridian Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (949 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Veridian Credit Union 401(k) Plan and Trust reported net income rose from -$21M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Veridian Credit Union 401(k) Plan and Trust end-of-year assets rose from $140M in the plan year 2022 filing to $171M in the plan year 2023 filing.
  • Veridian Credit Union 401(k) Plan and Trust reported participants rose from 926 in the plan year 2022 filing to 949 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421132695 · Veridian Credit Union PY 2023 · 401(k)

Veridian Credit Union 401(k) Plan and Trust · $171M · 949 · 94th

  • PHOTO $171M
  • PHOTO 949
  • PHOTO 94th
  • PHOTO 401(k)
  • PHOTO near Hitachi High-Tech America, Inc. Shared Savings Plan
  • PHOTO ind #8042

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 Iowa →

Veridian Credit Union 401(k) Plan and Trust in the asset neighbourhood

Phillips Lytle LLP Retirement PlanPhillips Lytle LLP Retiremen…$171MVeridian Credit Union 401(k) Plan and TrustVeridian Credit Union 401(k)…$171MHitachi High-Tech America, Inc. Shared Savings PlanHitachi High-Tech America, I…$171MGraves-Gilbert Clinic Revised Profit Sharing PlanGraves-Gilbert Clinic Revise…$171MChurch Mutual Salary Savings Plan and Trust (401(k) Plan)Church Mutual Salary Savings…$171M
End-of-year total assets ($M) among Veridian Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$171M
Net Income$30M
Employer EIN421132695
Plan Effective Date1985-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Veridian Credit Union)

Sponsor-wide plan assets over time

All Veridian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$199M 41.81288516132178% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $140M $199M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 926 $140M
2023 1 949 $171M
2024 1 998 $199M

Nearby 401(k) Plans in Iowa

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

Veridian Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Veridian Credit Union 401(k) Plan and Trust, Total assets ($B): 0.170621119 · Participants: 949Veridian Credit Union 401(k) Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Veridian Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Veridian Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Veridian Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Hitachi High-Tech America, Inc. Shared Savings Plan in IL ($171M); by covered participants it is Univest Financial Corporation Deferred Salary Savings Plan in PA (949 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (949 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 Veridian Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Veridian Credit Union 401(k) Plan and Trust grew sharply - up 21.8% during 2023, from $140M to $171M. Reported net income was $30M.
How have Veridian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Veridian Credit Union's sponsor-wide assets grew 41.8%, from $140M to $199M.
Where does Veridian Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Veridian Credit Union 401(k) Plan and Trust 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 Veridian Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hitachi High-Tech America, Inc. Shared Savings Plan in IL ($171M, 742 participants).
Which 401(k) plans cover a similar participant headcount to Veridian Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Univest Financial Corporation Deferred Salary Savings Plan in PA (949 participants, $109M 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 421132695.

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.