401(k) · DOL Form 5500 · 2023
Servu Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 112
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $92,929
- Avg per participant Below avg balance/head
Official DOL plan name: Servu Federal Credit Union Capital Accumulation Plan · Sponsored by Servu Federal Credit Union · New York · Finance & Insurance
$10M in assets, 112 participants
Servu Federal Credit Union's Servu Federal Credit Union Capital Accumulation Plan reported $10M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #3,927 in Finance & Insurance (8,869 peers)
Coverage in New York
Servu Federal Credit Union Capital Accumulation Plan covers 112 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $10M.
- #3,927
- in Finance & Insurance (8,869 peers)
- +17.2%
- assets growth YoY
Servu Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers
Servu Federal Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,408,079 Top 40% higher than 60% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Servu Federal Credit Union Capital Accumulation 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. Servu Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (112 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Servu Federal Credit Union Capital Accumulation Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Servu Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Servu Federal Credit Union Capital Accumulation Plan reported participants rose from 100 in the plan year 2022 filing to 112 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 166041830 · Servu Federal Credit Union PY 2023 · 401(k)
Servu Federal Credit Union Capital Accumulation Plan · $10M · 112 · 60th
- RANK $10M
- RANK 112
- RANK 60th
- RANK 401(k)
- RANK near Daniel F. Young 401(k) Plan
- RANK ind #3927
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 New York →
Servu Federal Credit Union Capital Accumulation Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 166041830 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Servu Federal Credit Union)
Sponsor-wide plan assets over time
All Servu Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 26.45706353373426% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 100 | $9M |
| 2023 | 1 | 112 | $10M |
| 2024 | 1 | 120 | $11M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Servu Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Daniel F. Young 401(k) Plan in PA ($10M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- Daniel F. Young 401(k) Plan (PA) $10M · 154
- Cal-Comp USA 401(k) and Profit Sharing Plan (CA) $10M · 78
- Connoisseur Media, LLC 401(k) Plan (CT) $10M · 217
- Basin Disposal Inc. 401(k) Plan (WA) $10M · 128
Similar participant headcount
Nearest other-state filings by covered participants (112 participants); asset peers above are excluded.
- A&a Transfer, LLC 401(k) Plan (VA) 112 · 0 off
- Ohio Anesthesia Group, Inc. 401(k) Profit Sharing Plan and Trust (OH) 112 · 0 off
- Tallan, Inc. Savings & Retirement 401(k) Plan (CT) 112 · 0 off
- Service by Medallion 401(k) & Retirement Plan (CA) 112 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.