401(k) · DOL Form 5500 · 2023

Royal Credit Union 401(k) Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
787
Participants Near avg headcount
90th
Percentile by assets National rank
$108,547
Avg per participant Below avg balance/head
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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.

  • #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.

#7,534
in Finance & Insurance (8,869 peers)
+29.6%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Royal Credit Union 401(k) Plan's outsized position by total assets

Royal Credit Union 401(k) Plan vs every filed plan by assets

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

$85,426,612 Top 10% higher than 90% 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

Royal Credit Union 401(k) 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. Royal Credit Union 401(k) Plan sits mid-pack in the medium band (787 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 396072970 · Royal Credit Union PY 2023 · 401(k)

Royal Credit Union 401(k) Plan · $85M · 787 · 90th

  • PART $85M
  • PART 787
  • PART 90th
  • PART 401(k)
  • PART near Bertelsmann Printing Group 401(k) and Profit Sharing Plan
  • PART ind #7534

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 Wisconsin →

Royal Credit Union 401(k) Plan in the asset neighbourhood

Simpson Employees Savings PlanSimpson Employees Savings Pl…$85MRoyal Credit Union 401(k) PlanRoyal Credit Union 401(k) Pl…$85MBertelsmann Printing Group 401(k) and Profit Sharing PlanBertelsmann Printing Group 4…$85MTrac Intermodal Retirement Savings PlanTrac Intermodal Retirement S…$85MLallemand USA 401(k) Savings PlanLallemand USA 401(k) Savings…$85M
End-of-year total assets ($M) among Royal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$85M
Net Income$19M
Employer EIN396072970
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Credit Union)

Sponsor-wide plan assets over time

All Royal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$101M 53.768627117984636% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $65.9M $101M ▲ +53.8%
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 Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Royal Credit Union 401(k) Plan, Total assets ($B): 0.085426612 · Participants: 787Royal Credit Union 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Royal Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Royal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Bertelsmann Printing Group 401(k) and Profit Sharing Plan in PA ($85M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($85M here).

Similar participant headcount

Nearest other-state filings by covered participants (787 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 Royal Credit Union 401(k) Plan assets move in 2023? ▼
Royal Credit Union 401(k) Plan grew sharply - up 29.6% during 2023, from $66M to $85M. Reported net income was $19M.
How have Royal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Credit Union's sponsor-wide assets grew 53.8%, from $66M to $101M.
Where does Royal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Royal Credit Union 401(k) Plan ranks in the 90th 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 Royal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bertelsmann Printing Group 401(k) and Profit Sharing Plan in PA ($85M, 977 participants).
Which 401(k) plans cover a similar participant headcount to Royal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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 396072970.

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.