401(k) · DOL Form 5500 · 2023

Partners 1st Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
169
Participants Small participant base
69th
Percentile by assets National rank
$98,249
Avg per participant Below avg balance/head
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Official DOL plan name: Partners 1st Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by Partners 1st Federal Credit Union · Indiana · Finance & Insurance

$17M in assets, 169 participants

Partners 1st Federal Credit Union's Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported $17M in total assets and 169 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,858 in Finance & Insurance (8,869 peers)

Coverage in Indiana

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan covers 169 participants in Indiana, about 31% of the average Indiana filer (state average ~541 per filing). Assets: $17M.

#4,858
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$16,604,054 Top 31% higher than 69% 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

Partners 1st Federal Credit Union 401(k) 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. Partners 1st Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Partners 1st Federal Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported participants rose from 158 in the plan year 2022 filing to 169 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 351079936 · Partners 1st Federal Credit Union PY 2023 · 401(k)

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan · $17M · 169 · 69th

  • PHOTO $17M
  • PHOTO 169
  • PHOTO 69th
  • PHOTO 401(k)
  • PHOTO near First Nat'l Bancshares of Weatherford, Inc. ESOP with 401(k) Provisions
  • PHOTO ind #4858

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 →

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Highland Baking Company, Inc. 401(k) Profit Sharing PlanHighland Baking Company, Inc…$17MPartners 1st Federal Credit Union 401(k) Retirement Savings PlanPartners 1st Federal Credit …$17MFirst Nat'l Bancshares of Weatherford, Inc. ESOP with 401(k) ProvisionsFirst Nat'l Bancshares of We…$17MWestland Resources, Inc. Employees Savings TrustWestland Resources, Inc. Emp…$17MTfp Corporation 401(k) Retirement PlanTfp Corporation 401(k) Retir…$17M
End-of-year total assets ($M) among Partners 1st Federal Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN351079936
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Partners 1st Federal Credit Union)

Sponsor-wide plan assets over time

All Partners 1st Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 26.5631482448714% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $14.9M $18.9M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 158 $15M
2023 1 169 $17M
2024 1 193 $19M

Nearby 401(k) Plans in Indiana

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

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Partners 1st Federal Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.016604054 · Participants: 169Partners 1st Federal Credit Union 401(k) Retirement Savings 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
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Partners 1st Federal Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Partners 1st Federal Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is First Nat'l Bancshares of Weatherford, Inc. ESOP with 401(k) Provisions in OK ($17M); by covered participants it is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Partners 1st Federal Credit Union 401(k) Retirement Savings Plan assets move in 2023? ▼
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan grew at a solid clip - up 11.5% during 2023, from $15M to $17M. Reported net income was $2M.
How have Partners 1st Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Partners 1st Federal Credit Union's sponsor-wide assets grew 26.6%, from $15M to $19M.
Which 401(k) plans are similar in size to Partners 1st Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Nat'l Bancshares of Weatherford, Inc. ESOP with 401(k) Provisions in OK ($17M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Partners 1st Federal Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baker Roofing Company 401(k) Profit Sharing Plan in NC (169 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 351079936.

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.