401(k) · DOL Form 5500 · 2023

Credit Union of America 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
232
Participants Below avg headcount
75th
Percentile by assets National rank
$101,118
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union of America Capital Accumulation Plan · Sponsored by Credit Union of America · Kansas · Finance & Insurance

$23M in assets, 232 participants

Credit Union of America's Credit Union of America Capital Accumulation Plan reported $23M in total assets and 232 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.

  • #5,570 in Finance & Insurance (8,869 peers)

Where Credit Union of America Capital Accumulation Plan sits by assets

Credit Union of America Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $23M for 232 participants (~$101,118/participant), up 21.9% in 2023.

#5,570
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Credit Union of America Capital Accumulation Plan's outsized position by total assets

Credit Union of America Capital Accumulation Plan vs every filed plan by assets

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

$23,459,454 Top 25% higher than 75% 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

Credit Union of America 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. Credit Union of America Capital Accumulation Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union of America Capital Accumulation Plan reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Credit Union of America Capital Accumulation Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Credit Union of America Capital Accumulation Plan reported participants rose from 213 in the plan year 2022 filing to 232 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 480477295 · Credit Union of America PY 2023 · 401(k)

Credit Union of America Capital Accumulation Plan · $23M · 232 · 75th

  • BOY $23M
  • BOY 232
  • BOY 75th
  • BOY 401(k)
  • BOY near Computational Physics, Inc. Retirement Plan
  • BOY ind #5570

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 Kansas →

Credit Union of America Capital Accumulation Plan in the asset neighbourhood

Credit Union of America Capital Accumulation PlanCredit Union of America Capi…$23MComputational Physics, Inc. Retirement PlanComputational Physics, Inc. …$23MBpl Plasma, Inc. & Affiliates 401(k) and Profit Sharing PlanBpl Plasma, Inc. & Affiliate…$23MNoodles & Company 401(k) Plan$23MJonathan Group 401(k) Plan$23M
End-of-year total assets ($M) among Credit Union of America Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN480477295
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union of America)

Sponsor-wide plan assets over time

All Credit Union of America plans reported in each filing year

Latest sponsor-wide plan assets
$28M 45.266458302708386% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.2M $28M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 213 $19M
2023 1 232 $23M
2024 1 257 $28M

Nearby 401(k) Plans in Kansas

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

Credit Union of America Capital Accumulation Plan vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Credit Union of America Capital Accumulation Plan, Total assets ($B): 0.023459454 · Participants: 232Credit Union of America Capital Accumulation PlanKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Credit Union of America Capital Accumulation Plan vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Credit Union of America Capital Accumulation Plan side-by-side with 3 peers →

Credit Union of America Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Computational Physics, Inc. Retirement Plan in VA ($23M); by covered participants it is Avion Solutions, Inc. 401(k) Plan in AL (232 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 (232 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 Credit Union of America Capital Accumulation Plan assets move in 2023? ▼
Credit Union of America Capital Accumulation Plan grew sharply - up 21.9% during 2023, from $19M to $23M. Reported net income was $4M.
How have Credit Union of America plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union of America's sponsor-wide assets grew 45.3%, from $19M to $28M.
Where does Credit Union of America Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Credit Union of America Capital Accumulation Plan ranks in the 75th 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 Credit Union of America Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Computational Physics, Inc. Retirement Plan in VA ($23M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union of America Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avion Solutions, Inc. 401(k) Plan in AL (232 participants, $34M 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 480477295.

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.