401(k) · DOL Form 5500 · 2023

Credit Union Retirement Plan Association 401(k) Plan

Data updated 2026-08-25

$1.8B
Total assets Very large vs avg
16,598
Participants Very large workforce
99th
Percentile by assets National rank
$108,974
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union Retirement Plan Association 401(k) Plan · Sponsored by Credit Union Retirement Plan Association · Wisconsin · Administrative & Support Services

$1.8B in assets, 16,598 participants

Credit Union Retirement Plan Association's Credit Union Retirement Plan Association 401(k) Plan reported $1.8B in total assets and 16,598 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #4,365 in Administrative & Support Services (4,372 peers)

Coverage in Wisconsin

Credit Union Retirement Plan Association 401(k) Plan covers 16,598 participants in Wisconsin, 29x the typical Wisconsin plan (state average ~563 per filing). Assets: $1.8B.

#4,365
in Administrative & Support Services (4,372 peers)
+24.6%
assets growth YoY
18×
vs typical plan assets (national mean)

Credit Union Retirement Plan Association 401(k) Plan's outsized position by total assets

Credit Union Retirement Plan Association 401(k) Plan vs every filed plan by assets

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

$1,808,742,704 Top 1% higher than 99% 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 Retirement Plan Association 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Union Retirement Plan Association 401(k) Plan is a mega filing (16,598 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union Retirement Plan Association 401(k) Plan reported net income rose from -$255M in the plan year 2022 filing to $286M in the plan year 2023 filing.
  • Credit Union Retirement Plan Association 401(k) Plan end-of-year assets rose from $1.5B in the plan year 2022 filing to $1.8B in the plan year 2023 filing.
  • Credit Union Retirement Plan Association 401(k) Plan reported participants rose from 16,587 in the plan year 2022 filing to 16,598 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 352491258 · Credit Union Retirement Plan Association PY 2023 · 401(k)

Credit Union Retirement Plan Association 401(k) Plan · $1.8B · 16,598 · 99th

  • 5500 $1.8B
  • ASSETS 16,598
  • PCT 99th
  • EIN 401(k)
  • RANK near Xpo Logistics Retirement Savings Plan
  • PHOTO ind #4365

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 Administrative & Support Services retirement plans → · Plans in Wisconsin →

Credit Union Retirement Plan Association 401(k) Plan in the asset neighbourhood

Credit Union Retirement Plan Association 401(k) PlanCredit Union Retirement Plan…$1.8BXpo Logistics Retirement Savings PlanXpo Logistics Retirement Sav…$1.8BReyes Holdings Retirement PlanReyes Holdings Retirement Pl…$1.8B401(k) Profit Sharing Plan for Employees of Medamerica, Inc.401(k) Profit Sharing Plan f…$1.8BSyngenta Corporation Investment Savings PlanSyngenta Corporation Investm…$1.8B
End-of-year total assets ($B) among Credit Union Retirement Plan Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$1.5B
Net Assets (End of Year)$1.8B
Net Income$286M
Employer EIN352491258
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union Retirement Plan Association)

Sponsor-wide plan assets over time

All Credit Union Retirement Plan Association plans reported in each filing year

Latest sponsor-wide plan assets
$2.1B 45.396284512313024% vs 2022
2024 filing year
$1.2B$1.4B$1.6B$1.8B$2B$2.2B 202220232024 $1.45B $2.11B ▲ +45.5%
Year Plans Participants Total Assets
2022 1 16,587 $1.5B
2023 1 16,598 $1.8B
2024 1 19,717 $2.1B

Nearby 401(k) Plans in Wisconsin

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

Credit Union Retirement Plan Association 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 0246810 Total assets ($B) Participants Credit Union Retirement Plan Association 401(k) Plan, Total assets ($B): 1.808742704 · Participants: 16598Credit Union Retirement Plan Association 401(k) PlanAdvocate 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
Credit Union Retirement Plan Association 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Credit Union Retirement Plan Association 401(k) Plan side-by-side with 3 peers →

Scale composition for Credit Union Retirement Plan Association 401(k) Plan

Credit Union Retirement Plan Association 401(k) Plan reports $1.8B in end-of-year assets across 16,598 participants (0.015% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $108,974 per participant (79% of the national average assets-per-participant) . Net income for plan year 2023 was $286M.

This plan identity (EIN 352491258, plan #333) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.5B to $2.1B (+45.4%) while covered participants moved from 16,587 to 19,717 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 16,587 $1.5B Open filing
2023 16,598 $1.8B This page
2024 · index core 19,717 $2.1B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

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

Outside Wisconsin, the nearest 401(k) by assets is Xpo Logistics Retirement Savings Plan in OR ($1.8B); by covered participants it is Community Health Network 401(k) Retirement Plan in IN (16,566 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.8B here).

Similar participant headcount

Nearest other-state filings by covered participants (16,598 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 Retirement Plan Association 401(k) Plan assets move in 2023? ▼
Credit Union Retirement Plan Association 401(k) Plan grew sharply - up 24.6% during 2023, from $1.5B to $1.8B. Reported net income was $286M.
How have Credit Union Retirement Plan Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union Retirement Plan Association's sponsor-wide assets grew 45.4%, from $1.5B to $2.1B.
Where does Credit Union Retirement Plan Association 401(k) Plan rank by assets among Form 5500 filers? ▼
Credit Union Retirement Plan Association 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Credit Union Retirement Plan Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Xpo Logistics Retirement Savings Plan in OR ($1.8B, 6,189 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union Retirement Plan Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Health Network 401(k) Retirement Plan in IN (16,566 participants, $1.4B 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 352491258.

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.