401(k) · DOL Form 5500 · 2023

Secu Credit Union 401(k) Plan

Data updated 2026-08-25

$100M
Total assets Near avg plan size
1,272
Participants Near avg headcount
91st
Percentile by assets National rank
$78,675
Avg per participant Below avg balance/head
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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.

  • #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.

#7,678
in Finance & Insurance (8,869 peers)
+22.7%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Secu/S3 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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

Secu/S3 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Secu/S3 401(k) Retirement Plan lands in the large band (1,272 participants).

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 →

Published 5500 schedule card

Filing strip 520627114 · Secu Credit Union PY 2023 · 401(k)

Secu/S3 401(k) Retirement Plan · $100M · 1,272 · 91st

  • PART $100M
  • PART 1,272
  • PART 91st
  • PART 401(k)
  • PART near Ciox Health 401(k) Plan
  • PART ind #7678

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 Maryland →

Secu/S3 401(k) Retirement Plan in the asset neighbourhood

Southern Nevada and California Glaziers, Fabricators, Painters and Floorcoverers Pension Trust FundSouthern Nevada and Californ…$100MSilver Lake 401(k) Plan$100MCiox Health 401(k) Plan$100MSecu/S3 401(k) Retirement PlanSecu/S3 401(k) Retirement Pl…$100MKuhn North America Retirement Savings PlanKuhn North America Retiremen…$100M
End-of-year total assets ($M) among Secu/S3 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Secu Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$117M 43.207108221704395% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $81.6M $117M ▲ +43.2%
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 ($B) Participants Secu/S3 401(k) Retirement Plan, Total assets ($B): 0.100074011 · Participants: 1272Secu/S3 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
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 →

Secu/S3 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Ciox Health 401(k) Plan in AZ ($100M); by covered participants it is Cajun Industries Holdings, LLC 401(k) Plan in LA (1,272 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,272 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 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).
Which 401(k) plans cover a similar participant headcount to Secu/S3 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cajun Industries Holdings, LLC 401(k) Plan in LA (1,272 participants, $49M 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 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.