401(k) · DOL Form 5500 · 2023
Royal Credit Union 401(k) Plan
Data updated 2026-08-11
- $85M
- Total assets
- 787
- Participants
- 90th
- Percentile by assets
- $108,547
- Avg per participant
Official DOL plan name: Royal Credit Union 401(k) Plan · Sponsored by Royal Credit Union · Wisconsin · Finance & Insurance
$85M in assets, 787 participants
Royal Credit Union's Royal Credit Union 401(k) Plan reported $85M in total assets and 787 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- 90th percentile by assets (of 127,072 plans)
- #7,534 in Finance & Insurance (8,869 peers)
Where Royal Credit Union 401(k) Plan sits by assets
Royal Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $85M for 787 participants (~$108,547/participant), up 29.6% in 2023.
- $85M
- total plan assets (2023 EOY)
- 787
- covered participants
- 90th
- percentile by assets (of 127,072 plans)
- $108,547
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Royal Credit Union 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Royal Credit Union 401(k) Plan reported participants rose from 606 in the plan year 2022 filing to 787 in the plan year 2023 filing.
- Royal Credit Union 401(k) Plan end-of-year assets rose from $66M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Royal Credit Union 401(k) Plan vs the 2023 asset distribution
By assets, Royal Credit Union 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $66M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $19M |
| Employer EIN | 396072970 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Royal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 606 | $66M |
| 2023 | 1 | 787 | $85M |
| 2024 | 1 | 836 | $101M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Royal Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Royal Credit Union 401(k) Plan by total assets, not by location.
- Bertelsmann Printing Group 401(k) and Profit Sharing Plan (PA) $85M · 977
- Trac Intermodal Retirement Savings Plan (NJ) $85M · 670
- Lallemand USA 401(k) Savings Plan (TN) $85M · 578
- Simpson Employees Savings Plan (WA) $85M · 276
Frequently Asked Questions
How did Royal Credit Union 401(k) Plan assets move in 2023? ▼
How have Royal Credit Union plan assets changed over time? ▼
Where does Royal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Royal Credit Union 401(k) Plan? ▼
Next read for Royal Credit Union 401(k) Plan
Scale reading
Ways to act on Royal Credit Union 401(k) Plan's numbers.
- By total assets, Royal Credit Union 401(k) 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 Wisconsin. Compare plans
- Royal Credit Union's sponsor-wide assets have grown 53.8% since 2022 across 3 plan years on file. More Finance & Insurance plans