401(k) · DOL Form 5500 · 2023

Indiana University Credit Union 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
163
Participants Small participant base
84th
Percentile by assets National rank
$259,388
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Indiana University Credit Union 401(k) Plan · Sponsored by Indiana University Credit Union · Indiana · Finance & Insurance

$42M in assets, 163 participants

Indiana University Credit Union's Indiana University Credit Union 401(k) Plan reported $42M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,654 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Indiana University Credit Union 401(k) Plan covers 163 participants in Indiana, about 30% of the average Indiana filer (state average ~541 per filing). Assets: $42M.

#6,654
in Finance & Insurance (8,869 peers)
+20.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Indiana University Credit Union 401(k) Plan's outsized position by total assets

Indiana University Credit Union 401(k) Plan vs every filed plan by assets

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

$42,280,266 Top 16% higher than 84% 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

Indiana University Credit Union 401(k) 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. Indiana University Credit Union 401(k) Plan sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Indiana University Credit Union 401(k) Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Indiana University Credit Union 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350987917 · Indiana University Credit Union PY 2023 · 401(k)

Indiana University Credit Union 401(k) Plan · $42M · 163 · 84th

  • EBSA $42M
  • PART 163
  • TYPE 84th
  • NET 401(k)
  • BOOK near Illumio 401(k) Plan
  • VS-ST ind #6654

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 Indiana →

Indiana University Credit Union 401(k) Plan in the asset neighbourhood

Indiana University Credit Union 401(k) PlanIndiana University Credit Un…$42MIllumio 401(k) Plan$42MGil-Bar Industries Inc 401(k) Profit Sharing Plan & TrustGil-Bar Industries Inc 401(k…$42MIrwin, Fritchie, Urquhart, Moore and Daniels, L.L.C. Retirement PlanIrwin, Fritchie, Urquhart, M…$42MSharing Network Management Company Savings and Investment PlanSharing Network Management C…$42M
End-of-year total assets ($M) among Indiana University Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN350987917
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana University Credit Union)

Sponsor-wide plan assets over time

All Indiana University Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$51M 45.67669159028147% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35.2M $51.2M ▲ +45.7%
Year Plans Participants Total Assets
2022 1 164 $35M
2023 1 163 $42M
2024 1 171 $51M

Nearby 401(k) Plans in Indiana

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

Indiana University Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Indiana University Credit Union 401(k) Plan, Total assets ($B): 0.042280266 · Participants: 163Indiana University Credit Union 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Indiana University Credit Union 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Indiana University Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Illumio 401(k) Plan in CA ($42M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Indiana University Credit Union 401(k) Plan assets move in 2023? ▼
Indiana University Credit Union 401(k) Plan grew sharply - up 20.3% during 2023, from $35M to $42M. Reported net income was $7M.
How have Indiana University Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana University Credit Union's sponsor-wide assets grew 45.7%, from $35M to $51M.
Where does Indiana University Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Indiana University Credit Union 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Indiana University Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Illumio 401(k) Plan in CA ($42M, 455 participants).
Which 401(k) plans cover a similar participant headcount to Indiana University Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 350987917.

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.