401(k) · DOL Form 5500 · 2023

Jovia Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
467
Participants Below avg headcount
81st
Percentile by assets National rank
$70,994
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jovia Financial Credit Union Capital Appreciation Plan · Sponsored by Jovia Financial Credit Union · New York · Finance & Insurance

$33M in assets, 467 participants

Jovia Financial Credit Union's Jovia Financial Credit Union Capital Appreciation Plan reported $33M in total assets and 467 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,238 in Finance & Insurance (8,869 peers)

Where Jovia Financial Credit Union Capital Appreciation Plan sits by assets

Jovia Financial Credit Union Capital Appreciation Plan sits in the top quartile of all filed plans by assets, $33M for 467 participants (~$70,994/participant), up 27.6% in 2023.

#6,238
in Finance & Insurance (8,869 peers)
+27.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jovia Financial Credit Union Capital Appreciation Plan's outsized position by total assets

Jovia Financial Credit Union Capital Appreciation Plan vs every filed plan by assets

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

$33,154,350 Top 19% higher than 81% 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

Jovia Financial Credit Union Capital Appreciation 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. Jovia Financial Credit Union Capital Appreciation Plan sits mid-pack in the medium band (467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jovia Financial Credit Union Capital Appreciation Plan reported net income rose from -$4M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Jovia Financial Credit Union Capital Appreciation Plan end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Jovia Financial Credit Union Capital Appreciation Plan reported participants rose from 436 in the plan year 2022 filing to 467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 111644859 · Jovia Financial Credit Union PY 2023 · 401(k)

Jovia Financial Credit Union Capital Appreciation Plan · $33M · 467 · 81st

  • PCT $33M
  • PCT 467
  • PCT 81st
  • PCT 401(k)
  • PCT near Discover Vision Centers 401(k) Plan
  • PCT ind #6238

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 New York →

Jovia Financial Credit Union Capital Appreciation Plan in the asset neighbourhood

Discover Vision Centers 401(k) PlanDiscover Vision Centers 401(…$33MJovia Financial Credit Union Capital Appreciation PlanJovia Financial Credit Union…$33MSafe Federal Credit Union 401(k) PlanSafe Federal Credit Union 40…$33MSeltzer Caplan Mcmahon Vitek Incentive PlanSeltzer Caplan Mcmahon Vitek…$33MProenergy Service 401(k) Plan$33M
End-of-year total assets ($M) among Jovia Financial Credit Union Capital Appreciation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN111644859
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jovia Financial Credit Union)

Sponsor-wide plan assets over time

All Jovia Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$81M 35.736144521366455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $81.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 785 $60M
2023 2 840 $73M
2024 2 966 $81M

Nearby 401(k) Plans in New York

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

Jovia Financial Credit Union Capital Appreciation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Jovia Financial Credit Union Capital Appreciation Plan, Total assets ($B): 0.03315435 · Participants: 467Jovia Financial Credit Union Capital Appreciation PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Jovia Financial Credit Union Capital Appreciation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Jovia Financial Credit Union Capital Appreciation Plan side-by-side with 3 peers →

Jovia Financial Credit Union Capital Appreciation Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Discover Vision Centers 401(k) Plan in MO ($33M); by covered participants it is United Fashions of Texas 401(k) Plan in TX (467 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (467 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 Jovia Financial Credit Union Capital Appreciation Plan assets move in 2023? ▼
Jovia Financial Credit Union Capital Appreciation Plan grew sharply - up 27.6% during 2023, from $26M to $33M. Reported net income was $7M.
How have Jovia Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jovia Financial Credit Union's sponsor-wide assets grew 35.7%, from $60M to $81M.
Where does Jovia Financial Credit Union Capital Appreciation Plan rank by assets among Form 5500 filers? ▼
Jovia Financial Credit Union Capital Appreciation Plan ranks in the 81st 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 Jovia Financial Credit Union Capital Appreciation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Discover Vision Centers 401(k) Plan in MO ($33M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Jovia Financial Credit Union Capital Appreciation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is United Fashions of Texas 401(k) Plan in TX (467 participants, $9M 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 111644859.

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.