401(k) · DOL Form 5500 · 2023

Ashland Credit Union 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
73
Participants Small participant base
47th
Percentile by assets National rank
$80,138
Avg per participant Below avg balance/head
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Official DOL plan name: Ashland Credit Union Plan · Sponsored by Ashland Credit Union · Kentucky · Finance & Insurance

$6M in assets, 73 participants

Ashland Credit Union's Ashland Credit Union Plan reported $6M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #3,002 in Finance & Insurance (8,869 peers)

Ashland Credit Union multi-year trail

Ashland Credit Union's plans moved +24.7% in assets from 2023 to 2024; this filing shows Ashland Credit Union Plan at $6M / 73 participants.

#3,002
in Finance & Insurance (8,869 peers)
$6M
reported net income

Ashland Credit Union Plan's mid-pack asset rank among Finance & Insurance and all filers

Ashland Credit Union Plan vs every filed plan by assets

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

$5,850,082 47th percentile higher than 47% 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

Ashland Credit Union Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ashland Credit Union Plan is a small filing (73 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 616024972 · Ashland Credit Union PY 2023 · 401(k)

Ashland Credit Union Plan · $6M · 73 · 47th

  • 5500 $6M
  • 5500 73
  • 5500 47th
  • 5500 401(k)
  • 5500 near Hagopian & Sons 401(k) Plan
  • 5500 ind #3002

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 Kentucky →

Ashland Credit Union Plan in the asset neighbourhood

Ashland Credit Union Plan$6MHagopian & Sons 401(k) Plan$6MLiberty Lending, LLC 401(k) Profit Sharing Plan and TrustLiberty Lending, LLC 401(k) …$6MBarrett Financial Group, L.L.C. 401(k) PlanBarrett Financial Group, L.L…$6MCopeland Enterprises Profit Sharing PlanCopeland Enterprises Profit …$6M
End-of-year total assets ($M) among Ashland Credit Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ashland Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Ashland Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$7M 24.695499994700928% vs 2023
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 20232024 $5.85M $7.29M ▲ +24.6%
Year Plans Participants Total Assets
2023 1 73 $6M
2024 1 82 $7M

Ashland Credit Union filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$6M
Net Income$6M
Employer EIN616024972
Plan Effective Date2023-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Ashland Credit Union Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ashland Credit Union Plan, Total assets ($B): 0.005850082 · Participants: 73Ashland Credit Union PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Ashland Credit Union Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ashland Credit Union Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Hagopian & Sons 401(k) Plan in MI ($6M); by covered participants it is A Haven for Kids, Inc. Retirement Plan in OH (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 have Ashland Credit Union plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Ashland Credit Union's sponsor-wide assets grew 24.7%, from $6M to $7M.
Which 401(k) plans are similar in size to Ashland Credit Union Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hagopian & Sons 401(k) Plan in MI ($6M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Ashland Credit Union Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A Haven for Kids, Inc. Retirement Plan in OH (73 participants, N/A 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 616024972.

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.