401(k) · DOL Form 5500 · 2023
Cornerstone Community Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $124,088
- Avg per participant Near avg balance/head
Official DOL plan name: Cornerstone Community Federal Credit Union Capital Accumulation Plan · Sponsored by Cornerstone Community Federal Credit Union · New York · Finance & Insurance
$16M in assets, 132 participants
Cornerstone Community Federal Credit Union's Cornerstone Community Federal Credit Union Capital Accumulation Plan reported $16M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.
- #4,836 in Finance & Insurance (8,869 peers)
Coverage in New York
Cornerstone Community Federal Credit Union Capital Accumulation Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $16M.
- #4,836
- in Finance & Insurance (8,869 peers)
- +21.9%
- assets growth YoY
Cornerstone Community Federal Credit Union Capital Accumulation Plan's outsized position by total assets
Cornerstone Community Federal Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,379,601 Top 31% higher than 69% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Cornerstone Community Federal Credit Union Capital Accumulation 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. Cornerstone Community Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Cornerstone Community Federal Credit Union Capital Accumulation Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Cornerstone Community Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Cornerstone Community Federal Credit Union Capital Accumulation Plan reported participants rose from 127 in the plan year 2022 filing to 132 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 160817398 · Cornerstone Community Federal Credit Union PY 2023 · 401(k)
Cornerstone Community Federal Credit Union Capital Accumulation Plan · $16M · 132 · 69th
- TYPE $16M
- NET 132
- BOOK 69th
- VS-ST 401(k)
- BOY near Mcrv, Inc. 401(k) Retirement Plan
- SCH ind #4836
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 New York →
Cornerstone Community Federal Credit Union Capital Accumulation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 160817398 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cornerstone Community Federal Credit Union)
Sponsor-wide plan assets over time
All Cornerstone Community Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 40.32429464177528% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $13M |
| 2023 | 1 | 132 | $16M |
| 2024 | 1 | 141 | $19M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Cornerstone Community Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Mcrv, Inc. 401(k) Retirement Plan in TX ($16M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
- Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
- Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
- Treeline Biosciences 401(k) Plan (MA) 132 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.