401(k) · DOL Form 5500 · 2023

Wright-Patt Credit Union, Inc. 401(k) Plan

Data updated 2026-08-11

$111M
Total assets: 1,291
Participants: 92nd
Percentile by assets: $86,067
Avg per participant

Official DOL plan name: Wright-Patt Credit Union, Inc. 401(k) Plan and Trust · Sponsored by Wright-Patt Credit Union, Inc. · Ohio · Finance & Insurance

$111M in assets, 1,291 participants

Wright-Patt Credit Union, Inc.'s Wright-Patt Credit Union, Inc. 401(k) Plan and Trust reported $111M in total assets and 1,291 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#7,775 in Finance & Insurance (8,869 peers)

Where Wright-Patt Credit Union, Inc. 401(k) Plan and Trust sits by assets

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust sits in the top 10% of all filed plans by assets, $111M for 1,291 participants (~$86,067/participant), up 25.3% in 2023.

$111M
total plan assets (2023 EOY): 1,291
covered participants: 92nd
percentile by assets (of 127,072 plans): $86,067
avg assets per participant

Where Wright-Patt Credit Union, Inc. 401(k) Plan and Trust sits by total assets

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$111,112,257 Top 8% higher than 92% 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

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust reported net income rose from -$10M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Wright-Patt Credit Union, Inc. 401(k) Plan and Trust end-of-year assets rose from $89M in the plan year 2022 filing to $111M in the plan year 2023 filing.
Wright-Patt Credit Union, Inc. 401(k) Plan and Trust reported participants rose from 1,222 in the plan year 2022 filing to 1,291 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Finance & Insurance

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust vs the 2023 asset distribution

By assets, Wright-Patt Credit Union, Inc. 401(k) Plan and Trust outranks 92% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.1x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$89M
Net Assets (End of Year)	$111M
Net Income	$22M
Employer EIN	310278870
Plan Effective Date	1983-01-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Wright-Patt Credit Union, Inc.)

Total plan assets by year, all Wright-Patt Credit Union, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,222	$89M
2023	1	1,291	$111M
2024	1	1,384	$138M

Nearby 401(k) Plans in Ohio

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

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Wright-Patt Credit Union, Inc. 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Wright-Patt Credit Union, Inc. 401(k) Plan and Trust by total assets, not by location.

Parametrix, Inc. 401(k) and Profit Sharing Plan (WA) $111M · 632
Sva Certified Public Accountants, S.C. 401(k) Profit Sharing Plan (WI) $111M · 210
Turck Inc. Employee Savings and Profit Sharing Plan (MN) $111M · 695
Agri-Mark, Inc. Retirement Savings Plan (MA) $111M · 1,074

Frequently Asked Questions

How did Wright-Patt Credit Union, Inc. 401(k) Plan and Trust assets move in 2023? ▼

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust grew sharply - up 25.3% during 2023, from $89M to $111M. Reported net income was $22M.

How have Wright-Patt Credit Union, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wright-Patt Credit Union, Inc.'s sponsor-wide assets grew 55.3%, from $89M to $138M.

Where does Wright-Patt Credit Union, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust ranks in the 92nd 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 Wright-Patt Credit Union, Inc. 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Parametrix, Inc. 401(k) and Profit Sharing Plan in WA ($111M, 632 participants).

Next read for Wright-Patt Credit Union, Inc. 401(k) Pl…

Scale reading

Ways to act on Wright-Patt Credit Union, Inc. 401(k) Plan and Trust's numbers.

By total assets, Wright-Patt Credit Union, Inc. 401(k) Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Wright-Patt Credit Union, Inc.'s sponsor-wide assets have grown 55.3% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 310278870.