401(k) · DOL Form 5500 · 2023

Westconsin Credit Union 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
423
Participants Below avg headcount
88th
Percentile by assets National rank
$154,673
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Westconsin Credit Union Capital Accumulation Plan · Sponsored by Westconsin Credit Union · Wisconsin · Finance & Insurance

$65M in assets, 423 participants

Westconsin Credit Union's Westconsin Credit Union Capital Accumulation Plan reported $65M in total assets and 423 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,240 in Finance & Insurance (8,869 peers)

Where Westconsin Credit Union Capital Accumulation Plan sits by assets

Westconsin Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $65M for 423 participants (~$154,673/participant), up 19.2% in 2023.

#7,240
in Finance & Insurance (8,869 peers)
+19.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Westconsin Credit Union Capital Accumulation Plan's outsized position by total assets

Westconsin Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$65,426,820 Top 12% higher than 88% 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

Westconsin 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. Westconsin Credit Union Capital Accumulation Plan sits mid-pack in the medium band (423 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westconsin Credit Union Capital Accumulation Plan reported net income rose from -$8M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Westconsin Credit Union Capital Accumulation Plan end-of-year assets rose from $55M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390823125 · Westconsin Credit Union PY 2023 · 401(k)

Westconsin Credit Union Capital Accumulation Plan · $65M · 423 · 88th

  • IND $65M
  • IND 423
  • IND 88th
  • IND 401(k)
  • IND near The S/L/a/M Collaborative, Inc. Investment Savings and Profit Sharing Plan
  • IND ind #7240

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 →

Westconsin Credit Union Capital Accumulation Plan in the asset neighbourhood

Westconsin Credit Union Capital Accumulation PlanWestconsin Credit Union Capi…$65MThe S/L/a/M Collaborative, Inc. Investment Savings and Profit Sharing PlanThe S/L/a/M Collaborative, I…$65MInstructure, Inc. 401(k) Plan$65MG & T Industries, Inc Savings & Employee Stock Ownership PlanG & T Industries, Inc Saving…$65MBcn Administrative Services Multiple Employer PlanBcn Administrative Services …$65M
End-of-year total assets ($M) among Westconsin Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$11M
Employer EIN390823125
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westconsin Credit Union)

Sponsor-wide plan assets over time

All Westconsin Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 42.45939999769747% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $54.9M $78.2M ▲ +42.4%
Year Plans Participants Total Assets
2022 1 424 $55M
2023 1 423 $65M
2024 1 420 $78M

Nearby 401(k) Plans in Wisconsin

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

Westconsin Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Westconsin Credit Union Capital Accumulation Plan, Total assets ($B): 0.06542682 · Participants: 423Westconsin Credit Union Capital Accumulation 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
Westconsin Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Westconsin Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is The S/L/a/M Collaborative, Inc. Investment Savings and Profit Sharing Plan in CT ($65M); by covered participants it is Ameri-National Corporation 401(k) Plan in MO (423 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (423 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 Westconsin Credit Union Capital Accumulation Plan assets move in 2023? ▼
Westconsin Credit Union Capital Accumulation Plan grew sharply - up 19.2% during 2023, from $55M to $65M. Reported net income was $11M.
How have Westconsin Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westconsin Credit Union's sponsor-wide assets grew 42.5%, from $55M to $78M.
Where does Westconsin Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Westconsin Credit Union Capital Accumulation Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Westconsin Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is The S/L/a/M Collaborative, Inc. Investment Savings and Profit Sharing Plan in CT ($65M, 278 participants).
Which 401(k) plans cover a similar participant headcount to Westconsin Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameri-National Corporation 401(k) Plan in MO (423 participants, $54M 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 390823125.

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.