401(k) · DOL Form 5500 · 2023

Fox Communities Credit Union 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
448
Participants Below avg headcount
85th
Percentile by assets National rank
$105,013
Avg per participant Below avg balance/head
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Official DOL plan name: Fox Communities Credit Union Capital Accumulation Plan · Sponsored by Fox Communities Credit Union · Wisconsin · Finance & Insurance

$47M in assets, 448 participants

Fox Communities Credit Union's Fox Communities Credit Union Capital Accumulation Plan reported $47M in total assets and 448 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,824 in Finance & Insurance (8,869 peers)

Where Fox Communities Credit Union Capital Accumulation Plan sits by assets

Fox Communities Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $47M for 448 participants (~$105,013/participant), up 20.6% in 2023.

#6,824
in Finance & Insurance (8,869 peers)
+20.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fox Communities Credit Union Capital Accumulation Plan's outsized position by total assets

Fox Communities Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$47,045,935 Top 15% higher than 85% 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

Fox Communities Credit Union Capital Accumulation 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. Fox Communities Credit Union Capital Accumulation Plan sits mid-pack in the medium band (448 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fox Communities Credit Union Capital Accumulation Plan reported net income rose from -$7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fox Communities Credit Union Capital Accumulation Plan end-of-year assets rose from $39M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Fox Communities Credit Union Capital Accumulation Plan reported participants rose from 420 in the plan year 2022 filing to 448 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390738415 · Fox Communities Credit Union PY 2023 · 401(k)

Fox Communities Credit Union Capital Accumulation Plan · $47M · 448 · 85th

  • BOOK $47M
  • VS-ST 448
  • BOY 85th
  • SCH 401(k)
  • EBSA near Cole, Scott & Kissane, PA 401(k) Plan
  • PART ind #6824

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 →

Fox Communities Credit Union Capital Accumulation Plan in the asset neighbourhood

Fox Communities Credit Union Capital Accumulation PlanFox Communities Credit Union…$47MCole, Scott & Kissane, PA 401(k) PlanCole, Scott & Kissane, PA 40…$47MMclaughlin Gormley King Company Profit Sharing and Employee Savings PlanMclaughlin Gormley King Comp…$47MExoduspoint Capital Management LP 401(k) PlanExoduspoint Capital Manageme…$47MAndrews Mcmeel Universal Profit Sharing and 401(k) PlanAndrews Mcmeel Universal Pro…$47M
End-of-year total assets ($M) among Fox Communities Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$47M
Net Income$8M
Employer EIN390738415
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fox Communities Credit Union)

Sponsor-wide plan assets over time

All Fox Communities Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$53M 35.82685736095672% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $39M $53M ▲ +35.8%
Year Plans Participants Total Assets
2022 1 420 $39M
2023 1 448 $47M
2024 1 453 $53M

Nearby 401(k) Plans in Wisconsin

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

Fox Communities Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Fox Communities Credit Union Capital Accumulation Plan, Total assets ($B): 0.047045935 · Participants: 448Fox Communities Credit Union Capital Accumulation 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
Fox Communities Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Fox Communities Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Fox Communities Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Cole, Scott & Kissane, PA 401(k) Plan in FL ($47M); by covered participants it is Deep Well Services 401(k) Profit Sharing Plan in PA (448 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (448 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 Fox Communities Credit Union Capital Accumulation Plan assets move in 2023? ▼
Fox Communities Credit Union Capital Accumulation Plan grew sharply - up 20.6% during 2023, from $39M to $47M. Reported net income was $8M.
How have Fox Communities Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fox Communities Credit Union's sponsor-wide assets grew 35.8%, from $39M to $53M.
Where does Fox Communities Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Fox Communities Credit Union Capital Accumulation Plan ranks in the 85th 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 Fox Communities Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cole, Scott & Kissane, PA 401(k) Plan in FL ($47M, 1,141 participants).
Which 401(k) plans cover a similar participant headcount to Fox Communities Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Deep Well Services 401(k) Profit Sharing Plan in PA (448 participants, $11M 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 390738415.

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.