401(k) · DOL Form 5500 · 2023

Directions Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
278
Participants Below avg headcount
69th
Percentile by assets National rank
$59,368
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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

$17M in assets, 278 participants

Directions Credit Union's Directions Credit Union 401(k) Plan and Trust reported $17M in total assets and 278 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,851 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Directions Credit Union 401(k) Plan and Trust covers 278 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $17M.

#4,851
in Finance & Insurance (8,869 peers)
+7.3%
assets growth YoY

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

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

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

$16,504,274 Top 31% higher than 69% 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

Directions 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. Directions Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (278 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Directions Credit Union 401(k) Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Directions Credit Union 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Directions Credit Union 401(k) Plan and Trust reported participants rose from 269 in the plan year 2022 filing to 278 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 344475249 · Directions Credit Union PY 2023 · 401(k)

Directions Credit Union 401(k) Plan and Trust · $17M · 278 · 69th

  • PHOTO $17M
  • PHOTO 278
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near Allied Locke Industries, Inc. 401(k) Savings Plan
  • PHOTO ind #4851

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 →

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

Empire Industries, Inc. 401(k) Profit Sharing PlanEmpire Industries, Inc. 401(…$17MDirections Credit Union 401(k) Plan and TrustDirections Credit Union 401(…$17MAllied Locke Industries, Inc. 401(k) Savings PlanAllied Locke Industries, Inc…$17MAnchor Partners 401(k) Profit Sharing PlanAnchor Partners 401(k) Profi…$17MFred Haas Interests 401(k) PlanFred Haas Interests 401(k) P…$17M
End-of-year total assets ($M) among Directions Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN344475249
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Directions Credit Union)

Sponsor-wide plan assets over time

All Directions Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 21.964894143012987% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.4M $18.8M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 269 $15M
2023 1 278 $17M
2024 1 284 $19M

Nearby 401(k) Plans in Ohio

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

Directions Credit Union 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 ($B) Participants Directions Credit Union 401(k) Plan and Trust, Total assets ($B): 0.016504274 · Participants: 278Directions Credit Union 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
Directions Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Directions Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Directions Credit Union 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 Allied Locke Industries, Inc. 401(k) Savings Plan in IL ($17M); by covered participants it is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (278 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 Directions Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Directions Credit Union 401(k) Plan and Trust grew at a solid clip - up 7.3% during 2023, from $15M to $17M. Reported net income was $1M.
How have Directions Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Directions Credit Union's sponsor-wide assets grew 22.0%, from $15M to $19M.
Which 401(k) plans are similar in size to Directions Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allied Locke Industries, Inc. 401(k) Savings Plan in IL ($17M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Directions Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Centurion Pipeline Company, LLC 401(k) Plan in TX (278 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 344475249.

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.