401(k) · DOL Form 5500 · 2023

Sharefax Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
69
Participants Small participant base
55th
Percentile by assets National rank
$121,757
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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

$8M in assets, 69 participants

Sharefax Credit Union, Inc.'s Sharefax Credit Union 401(k) Savings Plan and Trust reported $8M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,525 in Finance & Insurance (8,869 peers)

Sharefax Credit Union, Inc. multi-year trail

Sharefax Credit Union, Inc.'s plans moved +26.9% in assets from 2022 to 2024; this filing shows Sharefax Credit Union 401(k) Savings Plan and Trust at $8M / 69 participants.

#3,525
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY

Sharefax Credit Union 401(k) Savings Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Sharefax Credit Union 401(k) Savings Plan and Trust vs every filed plan by assets

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

$8,401,220 Top 45% higher than 55% 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

Sharefax Credit Union 401(k) Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sharefax Credit Union 401(k) Savings Plan and Trust is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sharefax Credit Union 401(k) Savings Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sharefax Credit Union 401(k) Savings Plan and Trust end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Sharefax Credit Union 401(k) Savings Plan and Trust reported participants fell from 71 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 310627742 · Sharefax Credit Union, Inc. PY 2023 · 401(k)

Sharefax Credit Union 401(k) Savings Plan and Trust · $8M · 69 · 55th

  • SCH $8M
  • SCH 69
  • SCH 55th
  • SCH 401(k)
  • SCH near Lawrence Companies Employee Ret Plan
  • SCH ind #3525

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 →

Sharefax Credit Union 401(k) Savings Plan and Trust in the asset neighbourhood

Sharefax Credit Union 401(k) Savings Plan and TrustSharefax Credit Union 401(k)…$8MLawrence Companies Employee Ret PlanLawrence Companies Employee …$8MRapid Financial Services, LLC 401(k) Retirement PlanRapid Financial Services, LL…$8MChesapeake Holding Company 401(k) Retirement PlanChesapeake Holding Company 4…$8MHiniker Company Profit Sharing Retirement Savings PlanHiniker Company Profit Shari…$8M
End-of-year total assets ($M) among Sharefax Credit Union 401(k) Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sharefax Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sharefax Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 26.89166474685067% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.89M $8.74M ▲ +26.9%
Year Plans Participants Total Assets
2022 1 71 $7M
2023 1 69 $8M
2024 1 74 $9M

Sharefax Credit Union, Inc. filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN310627742
Plan Effective Date1985-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sharefax Credit Union 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sharefax Credit Union 401(k) Savings Plan and Trust, Total assets ($B): 0.00840122 · Participants: 69Sharefax Credit Union 401(k) Savings 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
Sharefax Credit Union 401(k) Savings Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sharefax Credit Union 401(k) Savings Plan and Trust side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Lawrence Companies Employee Ret Plan in VA ($8M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Sharefax Credit Union 401(k) Savings Plan and Trust assets move in 2023? ▼
Sharefax Credit Union 401(k) Savings Plan and Trust grew sharply - up 22.0% during 2023, from $7M to $8M. Reported net income was $2M.
How have Sharefax Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sharefax Credit Union, Inc.'s sponsor-wide assets grew 26.9%, from $7M to $9M.
Which 401(k) plans are similar in size to Sharefax Credit Union 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lawrence Companies Employee Ret Plan in VA ($8M, 298 participants).
Which 401(k) plans cover a similar participant headcount to Sharefax Credit Union 401(k) Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants, $6M 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 310627742.

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.