401(k) · DOL Form 5500 · 2023

Y-12 Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
347
Participants Below avg headcount
81st
Percentile by assets National rank
$97,550
Avg per participant Below avg balance/head
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Official DOL plan name: Y-12 Federal Credit Union 401(k) Plan and Trust · Sponsored by Y-12 Federal Credit Union · Tennessee · Finance & Insurance

$34M in assets, 347 participants

Y-12 Federal Credit Union's Y-12 Federal Credit Union 401(k) Plan and Trust reported $34M in total assets and 347 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,273 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Y-12 Federal Credit Union 401(k) Plan and Trust covers 347 participants in Tennessee, about 31% of the average Tennessee filer (state average ~1,126 per filing). Assets: $34M.

#6,273
in Finance & Insurance (8,869 peers)
+32.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Y-12 Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Y-12 Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$33,849,966 Top 19% higher than 81% 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

Y-12 Federal Credit Union 401(k) Plan and Trust 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. Y-12 Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (347 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Y-12 Federal Credit Union 401(k) Plan and Trust reported net income rose from -$548K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Y-12 Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Y-12 Federal Credit Union 401(k) Plan and Trust reported participants rose from 327 in the plan year 2022 filing to 347 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620473619 · Y-12 Federal Credit Union PY 2023 · 401(k)

Y-12 Federal Credit Union 401(k) Plan and Trust · $34M · 347 · 81st

  • 5500 $34M
  • ASSETS 347
  • PCT 81st
  • EIN 401(k)
  • RANK near Savings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc.
  • PHOTO ind #6273

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 Tennessee →

Y-12 Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Y-12 Federal Credit Union 401(k) Plan and TrustY-12 Federal Credit Union 40…$34MSavings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc.Savings Incentive and Profit…$34MKasowitz Benson Torres LLP Employee 401(k) Savings Plan BKasowitz Benson Torres LLP E…$34MProtos Security 401(k) Plan$34MRkd Group, LLC 401(k) Plan$34M
End-of-year total assets ($M) among Y-12 Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN620473619
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Y-12 Federal Credit Union)

Sponsor-wide plan assets over time

All Y-12 Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 35.495516531043826% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $106M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 620 $78M
2023 2 664 $94M
2024 2 674 $106M

Nearby 401(k) Plans in Tennessee

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

Y-12 Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Y-12 Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.033849966 · Participants: 347Y-12 Federal Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Y-12 Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Y-12 Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Y-12 Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Savings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc. in OK ($34M); by covered participants it is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (347 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 Y-12 Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Y-12 Federal Credit Union 401(k) Plan and Trust surged - up 32.2% during 2023, from $26M to $34M. Reported net income was $8M.
How have Y-12 Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Y-12 Federal Credit Union's sponsor-wide assets grew 35.5%, from $78M to $106M.
Where does Y-12 Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Y-12 Federal Credit Union 401(k) Plan and Trust ranks in the 81st 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 Y-12 Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Savings Incentive and Profit Sharing Plan for Employees of Digestive Disease Specialists, Inc. in OK ($34M, 177 participants).
Which 401(k) plans cover a similar participant headcount to Y-12 Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rug Doctor, LLC 401(k) Retirement Plan in TX (347 participants, $16M 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 620473619.

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.