401(k) · DOL Form 5500 · 2023

Connexus Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
654
Participants Below avg headcount
83rd
Percentile by assets National rank
$63,089
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Connexus Credit Union 401(k) Plan · Sponsored by Connexus Credit Union · Wisconsin · Finance & Insurance

$41M in assets, 654 participants

Connexus Credit Union's Connexus Credit Union 401(k) Plan reported $41M in total assets and 654 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,617 in Finance & Insurance (8,869 peers)

Where Connexus Credit Union 401(k) Plan sits by assets

Connexus Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $41M for 654 participants (~$63,089/participant), up 24.9% in 2023.

#6,617
in Finance & Insurance (8,869 peers)
+24.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$41,260,371 Top 17% higher than 83% 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

Connexus Credit Union 401(k) 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. Connexus Credit Union 401(k) Plan sits mid-pack in the medium band (654 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Connexus Credit Union 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Connexus Credit Union 401(k) Plan end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Connexus Credit Union 401(k) Plan reported participants rose from 590 in the plan year 2022 filing to 654 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 390263945 · Connexus Credit Union PY 2023 · 401(k)

Connexus Credit Union 401(k) Plan · $41M · 654 · 83rd

  • BOY $41M
  • BOY 654
  • BOY 83rd
  • BOY 401(k)
  • BOY near Valor Healthcare 401(k) Plan
  • BOY ind #6617

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 →

Connexus Credit Union 401(k) Plan in the asset neighbourhood

Viking Holding Company, LLC 401(k) PlanViking Holding Company, LLC …$41MRetirement Savings Plan for Employees of Datacolor Inc.Retirement Savings Plan for …$41MConnexus Credit Union 401(k) PlanConnexus Credit Union 401(k)…$41MValor Healthcare 401(k) Plan$41MThe Monadnock Construction, Inc. 401(k) PlanThe Monadnock Construction, …$41M
End-of-year total assets ($M) among Connexus Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$41M
Net Income$8M
Employer EIN390263945
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connexus Credit Union)

Sponsor-wide plan assets over time

All Connexus Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$54M 64.18494489536751% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33M $54.2M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 590 $33M
2023 1 654 $41M
2024 1 737 $54M

Nearby 401(k) Plans in Wisconsin

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

Connexus Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Connexus Credit Union 401(k) Plan, Total assets ($B): 0.041260371 · Participants: 654Connexus Credit Union 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
Connexus Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Connexus Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Valor Healthcare 401(k) Plan in TX ($41M); by covered participants it is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (654 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 Connexus Credit Union 401(k) Plan assets move in 2023? ▼
Connexus Credit Union 401(k) Plan grew sharply - up 24.9% during 2023, from $33M to $41M. Reported net income was $8M.
How have Connexus Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connexus Credit Union's sponsor-wide assets grew 64.2%, from $33M to $54M.
Where does Connexus Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Connexus Credit Union 401(k) Plan ranks in the 83rd 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 Connexus Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Valor Healthcare 401(k) Plan in TX ($41M, 1,011 participants).
Which 401(k) plans cover a similar participant headcount to Connexus Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greenwich Aerogroup, Inc. Retirement Savings Plan in CT (654 participants, $49M 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 390263945.

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.