401(k) · DOL Form 5500 · 2023

Mazuma Credit Union 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
235
Participants Below avg headcount
73rd
Percentile by assets National rank
$84,843
Avg per participant Below avg balance/head
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Official DOL plan name: Mazuma Credit Union 401(k) Success Sharing Plan · Sponsored by Mazuma Credit Union · Kansas · Finance & Insurance

$20M in assets, 235 participants

Mazuma Credit Union's Mazuma Credit Union 401(k) Success Sharing Plan reported $20M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,242 in Finance & Insurance (8,869 peers)

Mazuma Credit Union multi-year trail

Mazuma Credit Union's plans moved +39.5% in assets from 2022 to 2024; this filing shows Mazuma Credit Union 401(k) Success Sharing Plan at $20M / 235 participants.

#5,242
in Finance & Insurance (8,869 peers)
+23.3%
assets growth YoY

Mazuma Credit Union 401(k) Success Sharing Plan's outsized position by total assets

Mazuma Credit Union 401(k) Success Sharing Plan vs every filed plan by assets

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

$19,938,038 Top 27% higher than 73% 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

Mazuma Credit Union 401(k) Success Sharing Plan 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. Mazuma Credit Union 401(k) Success Sharing Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mazuma Credit Union 401(k) Success Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Mazuma Credit Union 401(k) Success Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Mazuma Credit Union 401(k) Success Sharing Plan reported participants rose from 225 in the plan year 2022 filing to 235 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 440544335 · Mazuma Credit Union PY 2023 · 401(k)

Mazuma Credit Union 401(k) Success Sharing Plan · $20M · 235 · 73rd

  • EBSA $20M
  • EBSA 235
  • EBSA 73rd
  • EBSA 401(k)
  • EBSA near Hydraulic Controls, Inc. 401(k) Plan
  • EBSA ind #5242

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 Kansas →

Mazuma Credit Union 401(k) Success Sharing Plan in the asset neighbourhood

Mazuma Credit Union 401(k) Success Sharing PlanMazuma Credit Union 401(k) S…$20MHydraulic Controls, Inc. 401(k) PlanHydraulic Controls, Inc. 401…$20MLili'uokalani Trust 401(k) PlanLili'uokalani Trust 401(k) P…$20MTruno Retail Technology Solutions 401(k) PlanTruno Retail Technology Solu…$20MArora Engineers, LLC 401(k) PlanArora Engineers, LLC 401(k) …$20M
End-of-year total assets ($M) among Mazuma Credit Union 401(k) Success Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mazuma Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Mazuma Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 39.49536622363635% vs 2022
2024 filing year
$14M$16M$18M$20M$22M$24M 202220232024 $16.2M $22.6M ▲ +39.5%
Year Plans Participants Total Assets
2022 1 225 $16M
2023 1 235 $20M
2024 1 247 $23M

Mazuma Credit Union filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN440544335
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Mazuma Credit Union 401(k) Success Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Mazuma Credit Union 401(k) Success Sharing Plan, Total assets ($B): 0.019938038 · Participants: 235Mazuma Credit Union 401(k) Success Sharing PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Mazuma Credit Union 401(k) Success Sharing Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Mazuma Credit Union 401(k) Success Sharing Plan side-by-side with 3 peers →

Mazuma Credit Union 401(k) Success Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Hydraulic Controls, Inc. 401(k) Plan in CA ($20M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Mazuma Credit Union 401(k) Success Sharing Plan assets move in 2023? ▼
Mazuma Credit Union 401(k) Success Sharing Plan grew sharply - up 23.3% during 2023, from $16M to $20M. Reported net income was $4M.
How have Mazuma Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mazuma Credit Union's sponsor-wide assets grew 39.5%, from $16M to $23M.
Which 401(k) plans are similar in size to Mazuma Credit Union 401(k) Success Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hydraulic Controls, Inc. 401(k) Plan in CA ($20M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Mazuma Credit Union 401(k) Success Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 440544335.

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.