401(k) · DOL Form 5500 · 2023

Teg Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
116
Participants Small participant base
45th
Percentile by assets National rank
$44,827
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Teg Federal Credit Union Capital Accumulation Plan · Sponsored by Teg Federal Credit Union · New York · Finance & Insurance

$5M in assets, 116 participants

Teg Federal Credit Union's Teg Federal Credit Union Capital Accumulation Plan reported $5M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,839 in Finance & Insurance (8,869 peers)

Coverage in New York

Teg Federal Credit Union Capital Accumulation Plan covers 116 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $5M.

#2,839
in Finance & Insurance (8,869 peers)
+41.0%
assets growth YoY

Teg Federal Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Teg Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$5,199,920 45th percentile higher than 45% 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

Teg 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. Teg Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teg Federal Credit Union Capital Accumulation Plan reported net income rose from -$831K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Teg Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Teg Federal Credit Union Capital Accumulation Plan reported participants rose from 112 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 146077731 · Teg Federal Credit Union PY 2023 · 401(k)

Teg Federal Credit Union Capital Accumulation Plan · $5M · 116 · 45th

  • IND $5M
  • EOY 116
  • 5500 45th
  • ASSETS 401(k)
  • PCT near California Retirement Plans 401(k) Plan
  • EIN ind #2839

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 →

Teg Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Teg Federal Credit Union Capital Accumulation PlanTeg Federal Credit Union Cap…$5MCalifornia Retirement Plans 401(k) PlanCalifornia Retirement Plans …$5MT Hall Enterprises Retirement PlanT Hall Enterprises Retiremen…$5MW3 Luxury Living 401(k) Plan$5MFamily Foot & Ankle Associates of Maryland P.a. 401(k) PlanFamily Foot & Ankle Associat…$5M
End-of-year total assets ($M) among Teg Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN146077731
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teg Federal Credit Union)

Sponsor-wide plan assets over time

All Teg Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.930212939021416% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.7M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 216 $17M
2023 2 220 $20M
2024 2 307 $24M

Nearby 401(k) Plans in New York

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

Teg Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Teg Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.00519992 · Participants: 116Teg Federal Credit Union Capital Accumulation PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Teg Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Teg Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Teg 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 California Retirement Plans 401(k) Plan in CA ($5M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Teg Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
Teg Federal Credit Union Capital Accumulation Plan surged - up 41.0% during 2023, from $4M to $5M. Reported net income was $2M.
How have Teg Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teg Federal Credit Union's sponsor-wide assets grew 38.9%, from $17M to $24M.
Which 401(k) plans are similar in size to Teg Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is California Retirement Plans 401(k) Plan in CA ($5M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Teg Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 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 146077731.

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.