401(k) · DOL Form 5500 · 2023

Three Rivers Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
471
Participants Below avg headcount
83rd
Percentile by assets National rank
$87,778
Avg per participant Below avg balance/head
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Official DOL plan name: 3rivers Retirement Plan · Sponsored by Three Rivers Federal Credit Union · Indiana · Finance & Insurance

$41M in assets, 471 participants

Three Rivers Federal Credit Union's 3rivers Retirement Plan reported $41M in total assets and 471 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.

  • #6,619 in Finance & Insurance (8,869 peers)

Where 3rivers Retirement Plan sits by assets

3rivers Retirement Plan sits in the top quartile of all filed plans by assets, $41M for 471 participants (~$87,778/participant), up 25.6% in 2023.

#6,619
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

3rivers Retirement Plan's outsized position by total assets

3rivers Retirement Plan vs every filed plan by assets

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

$41,343,477 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

3rivers Retirement 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. 3rivers Retirement Plan sits mid-pack in the medium band (471 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 3rivers Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • 3rivers Retirement Plan end-of-year assets rose from $33M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • 3rivers Retirement Plan reported participants rose from 461 in the plan year 2022 filing to 471 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350885395 · Three Rivers Federal Credit Union PY 2023 · 401(k)

3rivers Retirement Plan · $41M · 471 · 83rd

  • IND $41M
  • IND 471
  • IND 83rd
  • IND 401(k)
  • IND near Innovative Systems, LLC 401(k) Plan
  • IND ind #6619

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 Indiana →

3rivers Retirement Plan in the asset neighbourhood

Commonwealth Radiology, P.C. Profit Sharing PlanCommonwealth Radiology, P.C.…$41MInnovative Systems, LLC 401(k) PlanInnovative Systems, LLC 401(…$41M3rivers Retirement Plan$41MThe Employee 401(k) Retirement Plan - Keystone Consolidated Industries, Inc.The Employee 401(k) Retireme…$41MSasser Family Holdings, Inc. 401(k) PlanSasser Family Holdings, Inc.…$41M
End-of-year total assets ($M) among 3rivers Retirement 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 EIN350885395
Plan Effective Date1968-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Three Rivers Federal Credit Union)

Sponsor-wide plan assets over time

All Three Rivers Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$47M 41.74658840394187% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.9M $46.7M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 461 $33M
2023 1 471 $41M
2024 1 609 $47M

Nearby 401(k) Plans in Indiana

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

3rivers Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants 3rivers Retirement Plan, Total assets ($B): 0.041343477 · Participants: 4713rivers Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
3rivers Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare 3rivers Retirement Plan side-by-side with 3 peers →

3rivers Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Innovative Systems, LLC 401(k) Plan in SD ($41M); by covered participants it is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (471 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 3rivers Retirement Plan assets move in 2023? ▼
3rivers Retirement Plan grew sharply - up 25.6% during 2023, from $33M to $41M. Reported net income was $8M.
How have Three Rivers Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Three Rivers Federal Credit Union's sponsor-wide assets grew 41.7%, from $33M to $47M.
Where does 3rivers Retirement Plan rank by assets among Form 5500 filers? ▼
3rivers Retirement 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 3rivers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovative Systems, LLC 401(k) Plan in SD ($41M, 194 participants).
Which 401(k) plans cover a similar participant headcount to 3rivers Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Merlino Companies Profit Sharing 401(k) Plan in WA (471 participants, $40M 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 350885395.

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.