401(k) · DOL Form 5500 · 2023

Landmark Credit Union 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
958
Participants Near avg headcount
87th
Percentile by assets National rank
$59,442
Avg per participant Low balance/head
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Official DOL plan name: Landmark Credit Union 401(k) Plan and Trust · Sponsored by Landmark Credit Union · Wisconsin · Finance & Insurance

$57M in assets, 958 participants

Landmark Credit Union's Landmark Credit Union 401(k) Plan and Trust reported $57M in total assets and 958 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,072 in Finance & Insurance (8,869 peers)

Where Landmark Credit Union 401(k) Plan and Trust sits by assets

Landmark Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $57M for 958 participants (~$59,442/participant), up 32.2% in 2023.

#7,072
in Finance & Insurance (8,869 peers)
+32.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Landmark Credit Union 401(k) Plan and Trust's outsized position by total assets

Landmark Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$56,945,079 Top 13% higher than 87% 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

Landmark Credit Union 401(k) Plan and Trust 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. Landmark Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (958 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Landmark Credit Union 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Landmark Credit Union 401(k) Plan and Trust end-of-year assets rose from $43M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Landmark Credit Union 401(k) Plan and Trust reported participants rose from 812 in the plan year 2022 filing to 958 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390203995 · Landmark Credit Union PY 2023 · 401(k)

Landmark Credit Union 401(k) Plan and Trust · $57M · 958 · 87th

  • PCT $57M
  • EIN 958
  • RANK 87th
  • PHOTO 401(k)
  • IND near Arkansas Heart Hospital 401(k) Plan
  • EOY ind #7072

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 Wisconsin →

Landmark Credit Union 401(k) Plan and Trust in the asset neighbourhood

Landmark Credit Union 401(k) Plan and TrustLandmark Credit Union 401(k)…$57MBank of Ann Arbor Employees 401(k) Profit Sharing PlanBank of Ann Arbor Employees …$57MArkansas Heart Hospital 401(k) PlanArkansas Heart Hospital 401(…$57MBuckingham Strategic Partners Pooled Employer PlanBuckingham Strategic Partner…$57MAlkami Technology, Inc. 401(k) PlanAlkami Technology, Inc. 401(…$57M
End-of-year total assets ($M) among Landmark Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$57M
Net Income$14M
Employer EIN390203995
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Credit Union)

Sponsor-wide plan assets over time

All Landmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$122M 24.393355951927774% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.8M $122M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 1,456 $98M
2023 2 1,513 $114M
2024 2 1,470 $122M

Nearby 401(k) Plans in Wisconsin

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

Landmark Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Landmark Credit Union 401(k) Plan and Trust, Total assets ($B): 0.056945079 · Participants: 958Landmark Credit Union 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Landmark Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Landmark Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Arkansas Heart Hospital 401(k) Plan in AR ($57M); by covered participants it is Axcelis Technologies, Inc. Long-Term Investment Plan in MA (958 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (958 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 Landmark Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Landmark Credit Union 401(k) Plan and Trust surged - up 32.2% during 2023, from $43M to $57M. Reported net income was $14M.
How have Landmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Credit Union's sponsor-wide assets grew 24.4%, from $98M to $122M.
Where does Landmark Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Landmark Credit Union 401(k) Plan and Trust ranks in the 87th 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 Landmark Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Arkansas Heart Hospital 401(k) Plan in AR ($57M, 1,439 participants).
Which 401(k) plans cover a similar participant headcount to Landmark Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Axcelis Technologies, Inc. Long-Term Investment Plan in MA (958 participants, $247M 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 390203995.

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.