401(k) · DOL Form 5500 · 2023

Aurgroup Financial Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
49
Participants Small participant base
51st
Percentile by assets National rank
$142,863
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Aurgroup Financial Credit Union 401(k) Plan · Sponsored by Aurgroup Financial Credit Union, Inc. · Ohio · Finance & Insurance

$7M in assets, 49 participants

Aurgroup Financial Credit Union, Inc.'s Aurgroup Financial Credit Union 401(k) Plan reported $7M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,245 in Finance & Insurance (8,869 peers)

Aurgroup Financial Credit Union, Inc. multi-year trail

Aurgroup Financial Credit Union, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Aurgroup Financial Credit Union 401(k) Plan at $7M / 49 participants.

#3,245
in Finance & Insurance (8,869 peers)
+16.7%
assets growth YoY

Aurgroup Financial Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Aurgroup Financial Credit Union 401(k) Plan vs every filed plan by assets

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

$7,000,281 Top 49% higher than 51% 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

Aurgroup Financial Credit Union 401(k) 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. Aurgroup Financial Credit Union 401(k) Plan is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aurgroup Financial Credit Union 401(k) Plan reported net income rose from -$795K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Aurgroup Financial Credit Union 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Aurgroup Financial Credit Union 401(k) Plan reported participants fell from 57 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 313040371 · Aurgroup Financial Credit Union, Inc. PY 2023 · 401(k)

Aurgroup Financial Credit Union 401(k) Plan · $7M · 49 · 51st

  • ASSETS $7M
  • PCT 49
  • EIN 51st
  • RANK 401(k)
  • PHOTO near Noah Medical 401(k) Plan
  • IND ind #3245

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 →

Aurgroup Financial Credit Union 401(k) Plan in the asset neighbourhood

Aurgroup Financial Credit Union 401(k) PlanAurgroup Financial Credit Un…$7MNoah Medical 401(k) Plan$7MBuilding Industry Association 401(k) PlanBuilding Industry Associatio…$7MMrc III 401(k) Plan$7MAmerican Computer Development, Inc. 401(k) PlanAmerican Computer Developmen…$7M
End-of-year total assets ($M) among Aurgroup Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Aurgroup Financial Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aurgroup Financial Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.0999222582357% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6M $7.2M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 57 $6M
2023 1 49 $7M
2024 1 51 $7M

Aurgroup Financial Credit Union, Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN313040371
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Aurgroup Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Aurgroup Financial Credit Union 401(k) Plan, Total assets ($B): 0.007000281 · Participants: 49Aurgroup Financial Credit Union 401(k) PlanGE 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
Aurgroup Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Aurgroup Financial Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Noah Medical 401(k) Plan in CA ($7M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Aurgroup Financial Credit Union 401(k) Plan assets move in 2023? ▼
Aurgroup Financial Credit Union 401(k) Plan grew sharply - up 16.7% during 2023, from $6M to $7M. Reported net income was $1M.
How have Aurgroup Financial Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aurgroup Financial Credit Union, Inc.'s sponsor-wide assets grew 20.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Aurgroup Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noah Medical 401(k) Plan in CA ($7M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Aurgroup Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 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 313040371.

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.