401(k) · DOL Form 5500 · 2023

Point Breeze Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
141
Participants Small participant base
68th
Percentile by assets National rank
$110,248
Avg per participant Below avg balance/head
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Official DOL plan name: Point Breeze Credit Union Retirement Savings Plan · Sponsored by Point Breeze Credit Union · Maryland · Finance & Insurance

$16M in assets, 141 participants

Point Breeze Credit Union's Point Breeze Credit Union Retirement Savings Plan reported $16M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,717 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Point Breeze Credit Union Retirement Savings Plan covers 141 participants in Maryland, about 15% of the average Maryland filer (state average ~929 per filing). Assets: $16M.

#4,717
in Finance & Insurance (8,869 peers)
+10.7%
assets growth YoY

Point Breeze Credit Union Retirement Savings Plan's outsized position by total assets

Point Breeze Credit Union Retirement Savings Plan vs every filed plan by assets

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

$15,544,980 Top 32% higher than 68% 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

Point Breeze Credit Union Retirement Savings 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. Point Breeze Credit Union Retirement Savings Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Point Breeze Credit Union Retirement Savings Plan reported net income rose from -$4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Point Breeze Credit Union Retirement Savings Plan reported participants rose from 117 in the plan year 2022 filing to 141 in the plan year 2023 filing.
  • Point Breeze Credit Union Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520447180 · Point Breeze Credit Union PY 2023 · 401(k)

Point Breeze Credit Union Retirement Savings Plan · $16M · 141 · 68th

  • ASSETS $16M
  • PCT 141
  • EIN 68th
  • RANK 401(k)
  • PHOTO near Publication Printers Corporation 401(k) Plan
  • IND ind #4717

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 Maryland →

Point Breeze Credit Union Retirement Savings Plan in the asset neighbourhood

Ctc Global Corporation 401(k) PlanCtc Global Corporation 401(k…$16MExtremity Healthcare Inc 401(k) PlanExtremity Healthcare Inc 401…$16MPoint Breeze Credit Union Retirement Savings PlanPoint Breeze Credit Union Re…$16MPublication Printers Corporation 401(k) PlanPublication Printers Corpora…$16MGraphic Solutions Group, Inc 401(k) Plan and Trust AgreementGraphic Solutions Group, Inc…$16M
End-of-year total assets ($M) among Point Breeze Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN520447180
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point Breeze Credit Union)

Sponsor-wide plan assets over time

All Point Breeze Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.62869015797218% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 117 $14M
2023 1 141 $16M
2024 1 119 $18M

Nearby 401(k) Plans in Maryland

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

Point Breeze Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Point Breeze Credit Union Retirement Savings Plan, Total assets ($B): 0.01554498 · Participants: 141Point Breeze Credit Union Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Point Breeze Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Point Breeze Credit Union Retirement Savings Plan side-by-side with 3 peers →

Point Breeze Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Publication Printers Corporation 401(k) Plan in CO ($16M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Point Breeze Credit Union Retirement Savings Plan assets move in 2023? ▼
Point Breeze Credit Union Retirement Savings Plan grew at a solid clip - up 10.7% during 2023, from $14M to $16M. Reported net income was $1M.
How have Point Breeze Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point Breeze Credit Union's sponsor-wide assets grew 27.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Point Breeze Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Publication Printers Corporation 401(k) Plan in CO ($16M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Point Breeze Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 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 520447180.

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.