401(k) · DOL Form 5500 · 2023

Together Credit Union 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
437
Participants Below avg headcount
85th
Percentile by assets National rank
$110,024
Avg per participant Below avg balance/head
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Official DOL plan name: Together Credit Union 401(k) Plan · Sponsored by Together Credit Union · Missouri · Finance & Insurance

$48M in assets, 437 participants

Together Credit Union's Together Credit Union 401(k) Plan reported $48M in total assets and 437 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.

  • #6,844 in Finance & Insurance (8,869 peers)

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

Together Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 437 participants (~$110,024/participant), up 12.7% in 2023.

#6,844
in Finance & Insurance (8,869 peers)
+12.7%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$48,080,299 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

Together 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. Together Credit Union 401(k) Plan sits mid-pack in the medium band (437 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Together Credit Union 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Together Credit Union 401(k) Plan end-of-year assets rose from $43M in the plan year 2022 filing to $48M in the plan year 2023 filing.
  • Together Credit Union 401(k) Plan reported participants rose from 415 in the plan year 2022 filing to 437 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430160998 · Together Credit Union PY 2023 · 401(k)

Together Credit Union 401(k) Plan · $48M · 437 · 85th

  • NET $48M
  • BOOK 437
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Pace Resources, Inc. Retirement Savings Plan
  • EBSA ind #6844

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 Missouri →

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

Ervin Industries, Inc. Employee Profit Sharing PlanErvin Industries, Inc. Emplo…$48MTogether Credit Union 401(k) PlanTogether Credit Union 401(k)…$48MPace Resources, Inc. Retirement Savings PlanPace Resources, Inc. Retirem…$48MW. W. Wallwork, Inc. 401(k) Profit Sharing PlanW. W. Wallwork, Inc. 401(k) …$48MDarling Consulting Group 401(k) Profit Sharing PlanDarling Consulting Group 401…$48M
End-of-year total assets ($M) among Together 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)$43M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN430160998
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Together Credit Union)

Sponsor-wide plan assets over time

All Together Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 22.775434449736082% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $42.7M $52.4M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 415 $43M
2023 1 437 $48M
2024 1 403 $52M

Nearby 401(k) Plans in Missouri

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

Together Credit Union 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Together Credit Union 401(k) Plan, Total assets ($B): 0.048080299 · Participants: 437Together Credit Union 401(k) PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 10.594991308 · Participants: 49944Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.333863661 · Participants: 19273Bayer Corporation Savings and Retirement PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 5.607728879 · Participants: 66210Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.047068199 · Participants: 53822Centene Management Corporation Retirement PlanEmerson Electric Company Employee Savings Investment Plan, Total assets ($B): 3.563332746 · Participants: 10316Emerson Electric Company Employee Savings Investment Plan
Together Credit Union 401(k) Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Together Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Pace Resources, Inc. Retirement Savings Plan in PA ($48M); by covered participants it is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (437 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 Together Credit Union 401(k) Plan assets move in 2023? ▼
Together Credit Union 401(k) Plan grew at a solid clip - up 12.7% during 2023, from $43M to $48M. Reported net income was $5M.
How have Together Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Together Credit Union's sponsor-wide assets grew 22.8%, from $43M to $52M.
Where does Together Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Together Credit Union 401(k) 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 Together Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pace Resources, Inc. Retirement Savings Plan in PA ($48M, 257 participants).
Which 401(k) plans cover a similar participant headcount to Together Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Integrated Practice Solutions, Inc. 401(k) Plan in CA (437 participants, $15M 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 430160998.

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.