401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$111M
Total assets Near avg plan size
1,291
Participants Near avg headcount
92nd
Percentile by assets National rank
$86,067
Avg per participant Below avg balance/head
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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.

  • #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.

#7,775
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust's outsized position 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

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

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust'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. Wright-Patt Credit Union, Inc. 401(k) Plan and Trust lands in the large band (1,291 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

DOL schedule card

Filing strip 310278870 · Wright-Patt Credit Union, Inc. PY 2023 · 401(k)

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust · $111M · 1,291 · 92nd

  • PCT $111M
  • PCT 1,291
  • PCT 92nd
  • PCT 401(k)
  • PCT near Parametrix, Inc. 401(k) and Profit Sharing Plan
  • PCT ind #7775

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 Ohio →

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust in the asset neighbourhood

Turck Inc. Employee Savings and Profit Sharing PlanTurck Inc. Employee Savings …$111MWright-Patt Credit Union, Inc. 401(k) Plan and TrustWright-Patt Credit Union, In…$111MParametrix, Inc. 401(k) and Profit Sharing PlanParametrix, Inc. 401(k) and …$111MSva Certified Public Accountants, S.C. 401(k) Profit Sharing PlanSva Certified Public Account…$111MAgri-Mark, Inc. Retirement Savings PlanAgri-Mark, Inc. Retirement S…$111M
End-of-year total assets ($M) among Wright-Patt Credit Union, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$111M
Net Income$22M
Employer EIN310278870
Plan Effective Date1983-01-31
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Wright-Patt Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$138M 55.34299647050206% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $88.7M $138M ▲ +55.3%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wright-Patt Credit Union, Inc. 401(k) Plan and Trust, Total assets ($B): 0.111112257 · Participants: 1291Wright-Patt Credit Union, Inc. 401(k) Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Wright-Patt Credit Union, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Wright-Patt Credit Union, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Wright-Patt Credit Union, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Parametrix, Inc. 401(k) and Profit Sharing Plan in WA ($111M); by covered participants it is Unitedhealth Group Ventures 401(k) Retirement Plan in MN (1,291 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,291 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 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).
Which 401(k) plans cover a similar participant headcount to Wright-Patt Credit Union, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unitedhealth Group Ventures 401(k) Retirement Plan in MN (1,291 participants, $41M 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 310278870.

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.