401(k) · DOL Form 5500 · 2023

Secu Credit Union 401(k) Plan

Data updated 2026-08-11

$100M
Total assets
1,272
Participants
91st
Percentile by assets
$78,675
Avg per participant
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Official DOL plan name: Secu/S3 401(k) Retirement Plan · Sponsored by Secu Credit Union · Maryland · Finance & Insurance

$100M in assets, 1,272 participants

Secu Credit Union's Secu/S3 401(k) Retirement Plan reported $100M in total assets and 1,272 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,678 in Finance & Insurance (8,869 peers)

Where Secu/S3 401(k) Retirement Plan sits by assets

Secu/S3 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $100M for 1,272 participants (~$78,675/participant), up 22.7% in 2023.

$100M
total plan assets (2023 EOY)
1,272
covered participants
91st
percentile by assets (of 127,072 plans)
$78,675
avg assets per participant

Where Secu/S3 401(k) Retirement Plan sits by total assets

Secu/S3 401(k) Retirement Plan vs every filed plan by assets

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

$100,074,011 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Secu/S3 401(k) Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Secu/S3 401(k) Retirement Plan end-of-year assets rose from $82M in the plan year 2022 filing to $100M in the plan year 2023 filing.
  • Secu/S3 401(k) Retirement Plan reported participants rose from 1,146 in the plan year 2022 filing to 1,272 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Maryland
Industry
Finance & Insurance

Secu/S3 401(k) Retirement Plan vs the 2023 asset distribution

By assets, Secu/S3 401(k) Retirement Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$100M
Net Income$19M
Employer EIN520627114
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secu Credit Union)

$60M$80M$100M$120M$140M 202220232024 $81.6M $117M ▲ +43.2%
Total plan assets by year, all Secu Credit Union plans on file
Year Plans Participants Total Assets
2022 1 1,146 $82M
2023 1 1,272 $100M
2024 1 1,199 $117M

Nearby 401(k) Plans in Maryland

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

Secu/S3 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Secu/S3 401(k) Retir…, Total assets ($B): 0.100074011 · Participants: 1272Secu/S3 401(k) Retir…Lockheed Martin Corp…, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corp…Marriott Retirement …, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement …T. Rowe Price U.S. R…, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. R…Nfl Player Second Ca…, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Ca…Sodexo 401 (K) Emplo…, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Emplo…
Secu/S3 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Secu/S3 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Secu/S3 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Secu/S3 401(k) Retirement Plan assets move in 2023? ▼
Secu/S3 401(k) Retirement Plan grew sharply - up 22.7% during 2023, from $82M to $100M. Reported net income was $19M.
How have Secu Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secu Credit Union's sponsor-wide assets grew 43.2%, from $82M to $117M.
Where does Secu/S3 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Secu/S3 401(k) Retirement Plan ranks in the 91st 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 Secu/S3 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ciox Health 401(k) Plan in AZ ($100M, 9,345 participants).

Next read for Secu/S3 401(k) Retirement Plan

Scale reading

Ways to act on Secu/S3 401(k) Retirement Plan's numbers.

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 520627114.

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.