401(k) · DOL Form 5500 · 2023

Atlantic Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
201
Participants Below avg headcount
78th
Percentile by assets National rank
$135,040
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atlantic Federal Credit Union 401(k) Plan and Trust · Sponsored by Atlantic Federal Credit Union · Maine · Finance & Insurance

$27M in assets, 201 participants

Atlantic Federal Credit Union's Atlantic Federal Credit Union 401(k) Plan and Trust reported $27M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,860 in Finance & Insurance (8,869 peers)

Coverage in Maine

Atlantic Federal Credit Union 401(k) Plan and Trust covers 201 participants in Maine, about 43% of the average Maine filer (state average ~472 per filing). Assets: $27M.

#5,860
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Atlantic 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

$27,142,985 Top 22% higher than 78% 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

Atlantic 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. Atlantic Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atlantic Federal Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Atlantic Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 010211682 · Atlantic Federal Credit Union PY 2023 · 401(k)

Atlantic Federal Credit Union 401(k) Plan and Trust · $27M · 201 · 78th

  • SCH $27M
  • SCH 201
  • SCH 78th
  • SCH 401(k)
  • SCH near All Aboard America! Holdings, Inc. 401(k) Plan
  • SCH ind #5860

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 Maine →

Atlantic Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Parr Instrument Company 401(k) PlanParr Instrument Company 401(…$27MAtlantic Federal Credit Union 401(k) Plan and TrustAtlantic Federal Credit Unio…$27MAll Aboard America! Holdings, Inc. 401(k) PlanAll Aboard America! Holdings…$27MEagle Mine LLC 401(k) Plan$27MRobert D. Gilmore & Associates, Inc. 401(k) Profit Sharing PlanRobert D. Gilmore & Associat…$27M
End-of-year total assets ($M) among Atlantic Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maine filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN010211682
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlantic Federal Credit Union)

Sponsor-wide plan assets over time

All Atlantic Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 23.000835418716967% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23.2M $28.5M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 202 $23M
2023 1 201 $27M
2024 1 186 $29M

Nearby 401(k) Plans in Maine

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

Atlantic Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Atlantic Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.027142985 · Participants: 201Atlantic Federal Credit Union 401(k) Plan and TrustTd 401(k) Retirement Plan, Total assets ($B): 4.942173822 · Participants: 30094Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.163858906 · Participants: 9604Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.048053529 · Participants: 6594Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 0.986043827 · Participants: 29370Hannaford Bros. Co. 401(k) PlanL.L. Bean 401(k) Retirement Savings Plan, Total assets ($B): 0.721305706 · Participants: 7173L.L. Bean 401(k) Retirement Savings Plan
Atlantic Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Maine, assets vs. participants

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

Outside Maine, the nearest 401(k) by assets is All Aboard America! Holdings, Inc. 401(k) Plan in CO ($27M); by covered participants it is Satair USA, Inc. Retirement Savings Plan in GA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Atlantic Federal Credit Union 401(k) Plan and Trust assets move in 2023?
Atlantic Federal Credit Union 401(k) Plan and Trust grew sharply - up 17.1% during 2023, from $23M to $27M. Reported net income was $4M.
How have Atlantic Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Atlantic Federal Credit Union's sponsor-wide assets grew 23.0%, from $23M to $29M.
Where does Atlantic Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers?
Atlantic Federal Credit Union 401(k) Plan and Trust ranks in the 78th 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 Atlantic Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is All Aboard America! Holdings, Inc. 401(k) Plan in CO ($27M, 1,322 participants).
Which 401(k) plans cover a similar participant headcount to Atlantic Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Satair USA, Inc. Retirement Savings Plan in GA (201 participants, N/A in assets).