401(k) · DOL Form 5500 · 2023

Bank-Fund Staff Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
338
Participants Below avg headcount
90th
Percentile by assets National rank
$260,947
Avg per participant Above avg balance/head
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Official DOL plan name: Bank-Fund Staff Federal Credit Union Employee Retirement Plan · Sponsored by Bank-Fund Staff Federal Credit Union · District of Columbia · Finance & Insurance

$88M in assets, 338 participants

Bank-Fund Staff Federal Credit Union's Bank-Fund Staff Federal Credit Union Employee Retirement Plan reported $88M in total assets and 338 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.

  • #7,560 in Finance & Insurance (8,869 peers)

Coverage in District of Columbia

Bank-Fund Staff Federal Credit Union Employee Retirement Plan covers 338 participants in District of Columbia, about 23% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $88M.

#7,560
in Finance & Insurance (8,869 peers)
+23.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Bank-Fund Staff Federal Credit Union Employee Retirement Plan's outsized position by total assets

Bank-Fund Staff Federal Credit Union Employee Retirement Plan vs every filed plan by assets

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

$88,200,195 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

Bank-Fund Staff Federal Credit Union Employee Retirement 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. Bank-Fund Staff Federal Credit Union Employee Retirement Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bank-Fund Staff Federal Credit Union Employee Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Bank-Fund Staff Federal Credit Union Employee Retirement Plan end-of-year assets rose from $72M in the plan year 2022 filing to $88M in the plan year 2023 filing.
  • Bank-Fund Staff Federal Credit Union Employee Retirement Plan reported participants fell from 346 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 530209950 · Bank-Fund Staff Federal Credit Union PY 2023 · 401(k)

Bank-Fund Staff Federal Credit Union Employee Retirement Plan · $88M · 338 · 90th

  • BOOK $88M
  • VS-ST 338
  • BOY 90th
  • SCH 401(k)
  • EBSA near American Structurepoint, Inc. 401(k) Plan
  • PART ind #7560

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 District of Columbia →

Bank-Fund Staff Federal Credit Union Employee Retirement Plan in the asset neighbourhood

Regis Hr Group 401(k) Plan$88MBank-Fund Staff Federal Credit Union Employee Retirement PlanBank-Fund Staff Federal Cred…$88MAmerican Structurepoint, Inc. 401(k) PlanAmerican Structurepoint, Inc…$88MSymrise Nutrition NA Retirement PlanSymrise Nutrition NA Retirem…$88MEverwatch 401(k) Plan$88M
End-of-year total assets ($M) among Bank-Fund Staff Federal Credit Union Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

District of Columbia filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$88M
Net Income$16M
Employer EIN530209950
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank-Fund Staff Federal Credit Union)

Sponsor-wide plan assets over time

All Bank-Fund Staff Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$101M 40.79884420323804% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $71.7M $101M ▲ +40.8%
Year Plans Participants Total Assets
2022 1 346 $72M
2023 1 338 $88M
2024 1 348 $101M

Nearby 401(k) Plans in District of Columbia

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

Bank-Fund Staff Federal Credit Union Employee Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Bank-Fund Staff Federal Credit Union Employee Retirement Plan, Total assets ($B): 0.088200195 · Participants: 338Bank-Fund Staff Federal Credit Union Employee Retirement PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
Bank-Fund Staff Federal Credit Union Employee Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bank-Fund Staff Federal Credit Union Employee Retirement Plan side-by-side with 3 peers →

Bank-Fund Staff Federal Credit Union Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is American Structurepoint, Inc. 401(k) Plan in IN ($88M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($88M here).

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 Bank-Fund Staff Federal Credit Union Employee Retirement Plan assets move in 2023? ▼
Bank-Fund Staff Federal Credit Union Employee Retirement Plan grew sharply - up 23.0% during 2023, from $72M to $88M. Reported net income was $16M.
How have Bank-Fund Staff Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank-Fund Staff Federal Credit Union's sponsor-wide assets grew 40.8%, from $72M to $101M.
Where does Bank-Fund Staff Federal Credit Union Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Bank-Fund Staff Federal Credit Union Employee Retirement 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 Bank-Fund Staff Federal Credit Union Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Structurepoint, Inc. 401(k) Plan in IN ($88M, 583 participants).
Which 401(k) plans cover a similar participant headcount to Bank-Fund Staff Federal Credit Union Employee Retirement 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 530209950.

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.