401(k) · DOL Form 5500 · 2023

American Eagle Financial Credit Union Incorporated 401(k) Plan

Data updated 2026-08-25

$63M
Total assets Below avg plan size
338
Participants Below avg headcount
88th
Percentile by assets National rank
$187,464
Avg per participant Above avg balance/head
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Official DOL plan name: American Eagle Financial Credit Union Incorporated Employee Savings Plan · Sponsored by American Eagle Financial Credit Union Incorporated · Connecticut · Finance & Insurance

$63M in assets, 338 participants

American Eagle Financial Credit Union Incorporated's American Eagle Financial Credit Union Incorporated Employee Savings Plan reported $63M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,197 in Finance & Insurance (8,869 peers)

Coverage in Connecticut

American Eagle Financial Credit Union Incorporated Employee Savings Plan covers 338 participants in Connecticut, about 47% of the average Connecticut filer (state average ~718 per filing). Assets: $63M.

#7,197
in Finance & Insurance (8,869 peers)
+13.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

American Eagle Financial Credit Union Incorporated Employee Savings Plan's outsized position by total assets

American Eagle Financial Credit Union Incorporated Employee Savings Plan vs every filed plan by assets

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

$63,362,712 Top 12% higher than 88% 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

American Eagle Financial Credit Union Incorporated Employee Savings 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. American Eagle Financial Credit Union Incorporated Employee Savings Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Eagle Financial Credit Union Incorporated Employee Savings Plan reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • American Eagle Financial Credit Union Incorporated Employee Savings Plan end-of-year assets rose from $56M in the plan year 2022 filing to $63M in the plan year 2023 filing.
  • American Eagle Financial Credit Union Incorporated Employee Savings Plan reported participants rose from 327 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472559616 · American Eagle Financial Credit Union Incorporated PY 2023 · 401(k)

American Eagle Financial Credit Union Incorporated Employee Savings Plan · $63M · 338 · 88th

  • 5500 $63M
  • ASSETS 338
  • PCT 88th
  • EIN 401(k)
  • RANK near Financial Institutions, Inc. 401(k) Plan
  • PHOTO ind #7197

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 Connecticut →

American Eagle Financial Credit Union Incorporated Employee Savings Plan in the asset neighbourhood

Leo Pharma Inc. 401(k) Plan$63MAmerican Eagle Financial Credit Union Incorporated Employee Savings PlanAmerican Eagle Financial Cre…$63MFinancial Institutions, Inc. 401(k) PlanFinancial Institutions, Inc.…$63MClifford Chance US LLP Associates Tax-Deferred Savings PlanClifford Chance US LLP Assoc…$63MPyxus International, Inc. Savings and Profit Sharing PlanPyxus International, Inc. Sa…$63M
End-of-year total assets ($M) among American Eagle Financial Credit Union Incorporated Employee Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$63M
Net Income$8M
Employer EIN472559616
Plan Effective Date1978-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Eagle Financial Credit Union Incorporated)

Sponsor-wide plan assets over time

All American Eagle Financial Credit Union Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$67M 19.92875634271307% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.7M $66.8M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 327 $56M
2023 1 338 $63M
2024 1 356 $67M

Nearby 401(k) Plans in Connecticut

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

American Eagle Financial Credit Union Incorporated Employee Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants American Eagle Financial Credit Union Incorporated Employee Savings Plan, Total assets ($B): 0.063362712 · Participants: 338American Eagle Financial Credit Union Incorporated Employee Savings PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
American Eagle Financial Credit Union Incorporated Employee Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare American Eagle Financial Credit Union Incorporated Employee Savings Plan side-by-side with 3 peers →

American Eagle Financial Credit Union Incorporated Employee Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Financial Institutions, Inc. 401(k) Plan in NY ($63M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 American Eagle Financial Credit Union Incorporated Employee Savings Plan assets move in 2023? ▼
American Eagle Financial Credit Union Incorporated Employee Savings Plan grew at a solid clip - up 13.8% during 2023, from $56M to $63M. Reported net income was $8M.
How have American Eagle Financial Credit Union Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Eagle Financial Credit Union Incorporated's sponsor-wide assets grew 19.9%, from $56M to $67M.
Where does American Eagle Financial Credit Union Incorporated Employee Savings Plan rank by assets among Form 5500 filers? ▼
American Eagle Financial Credit Union Incorporated Employee Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to American Eagle Financial Credit Union Incorporated Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Financial Institutions, Inc. 401(k) Plan in NY ($63M, 650 participants).
Which 401(k) plans cover a similar participant headcount to American Eagle Financial Credit Union Incorporated Employee Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 participants, N/A 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 472559616.

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.