401(k) · DOL Form 5500 · 2023
Collins Community Credit Union 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 281
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $80,958
- Avg per participant Below avg balance/head
Official DOL plan name: Collins Community Credit Union 401(k) Plan and Tru · Sponsored by Collins Community Credit Union · Iowa · Finance & Insurance
$23M in assets, 281 participants
Collins Community Credit Union's Collins Community Credit Union 401(k) Plan and Tru reported $23M in total assets and 281 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #5,517 in Finance & Insurance (8,869 peers)
Coverage in Iowa
Collins Community Credit Union 401(k) Plan and Tru covers 281 participants in Iowa, about 46% of the average Iowa filer (state average ~609 per filing). Assets: $23M.
- #5,517
- in Finance & Insurance (8,869 peers)
- -2.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $475K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Collins Community Credit Union 401(k) Plan and Tru's outsized position by total assets
Collins Community Credit Union 401(k) Plan and Tru vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$22,749,221 Top 25% higher than 75% 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
Collins Community Credit Union 401(k) Plan and Tru 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. Collins Community Credit Union 401(k) Plan and Tru sits mid-pack in the medium band (281 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Collins Community Credit Union 401(k) Plan and Tru reported net income rose from -$5M in the plan year 2022 filing to -$475K in the plan year 2023 filing.
- Collins Community Credit Union 401(k) Plan and Tru reported participants rose from 266 in the plan year 2022 filing to 281 in the plan year 2023 filing.
- Collins Community Credit Union 401(k) Plan and Tru end-of-year assets fell from $23M in the plan year 2022 filing to $23M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420190489 · Collins Community Credit Union PY 2023 · 401(k)
Collins Community Credit Union 401(k) Plan and Tru · $23M · 281 · 75th
- IND $23M
- EOY 281
- 5500 75th
- ASSETS 401(k)
- PCT near Community Health Center Retirement Plan
- EIN ind #5517
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 Iowa →
Collins Community Credit Union 401(k) Plan and Tru in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$475K |
| Employer EIN | 420190489 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Collins Community Credit Union)
Sponsor-wide plan assets over time
All Collins Community Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $23M 0.08030557973932852% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 266 | $23M |
| 2023 | 1 | 281 | $23M |
| 2024 | 1 | 205 | $23M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Collins Community Credit Union 401(k) Plan and Tru's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Community Health Center Retirement Plan in KS ($23M); by covered participants it is Toyota & Honda of Santa Maria 401(k) Plan & Trust in CA (281 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
Similar participant headcount
Nearest other-state filings by covered participants (281 participants); asset peers above are excluded.
- Toyota & Honda of Santa Maria 401(k) Plan & Trust (CA) 281 · 0 off
- Ctna 401(k) Plan (SC) 281 · 0 off
- Diagnostica Stago, Inc. 401(k) Plan (NJ) 281 · 0 off
- Denron Plumbing & Hvac 401(k) Plan (NH) 281 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.