401(k) · DOL Form 5500 · 2023
Credit Union Retirement Plan Association 401(k) Plan
Data updated 2026-08-06
- $1.8B
- Total assets
- 16,598
- Participants
- 99th
- Percentile by assets
- $108,974
- Avg per participant
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.
- 99th percentile by assets (of 126,618 plans)
- #4,344 in Administrative & Support Services (4,351 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 ~565 per filing). Assets: $1.8B.
- $1.8B
- total plan assets (2023 EOY)
- 16,598
- covered participants
- 99th
- percentile by assets (of 126,618 plans)
- $108,974
- avg assets per participant
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.
Participants vs Wisconsin filers
In Wisconsin, the average filing covers about 565 participants across 2,767 plans. Credit Union Retirement Plan Association 401(k) Plan reports 16,598 participants - 29x that state average ($1.8B EOY assets).
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $1.5B |
|---|---|
| Net Assets (End of Year) | $1.8B |
| Net Income | $286M |
| Employer EIN | 352491258 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Credit Union Retirement Plan Association)
| 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
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
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 (0.016% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.018% of 89,805,449 covered participants) - about $108,974 per participant (80% 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 (401(k), $2.1B, 19,717 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Credit Union Retirement Plan Association 401(k) Plan by total assets, not by location.
- Xpo Logistics Retirement Savings Plan (OR) $1.8B · 6,189
- Reyes Holdings Retirement Plan (IL) $1.8B · 32,089
- Syngenta Corporation Investment Savings Plan (NC) $1.8B · 4,226
- 401(k) Profit Sharing Plan for Employees of Medamerica, Inc. (CA) $1.8B · 4,421
Frequently Asked Questions
How did Credit Union Retirement Plan Association 401(k) Plan assets move in 2023? ▼
How have Credit Union Retirement Plan Association plan assets changed over time? ▼
Where does Credit Union Retirement Plan Association 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Credit Union Retirement Plan Association 401(k) Plan? ▼
Next read for Credit Union Retirement Plan Association…
Filing takeaways
Ways to act on Credit Union Retirement Plan Association 401(k) Plan's numbers.
- By total assets, Credit Union Retirement Plan Association 401(k) Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Wisconsin. Compare plans
- Credit Union Retirement Plan Association's sponsor-wide assets have grown 45.4% since 2022 across 3 plan years on file. More Administrative & Support Services plans