401(k) · DOL Form 5500 · 2023

Cfcu Community Credit Union 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
212
Participants Below avg headcount
79th
Percentile by assets National rank
$136,225
Avg per participant Near avg balance/head
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Official DOL plan name: Cfcu Community Credit Union 401(k) Plan · Sponsored by Cfcu Community Credit Union · New York · Finance & Insurance

$29M in assets, 212 participants

Cfcu Community Credit Union's Cfcu Community Credit Union 401(k) Plan reported $29M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,971 in Finance & Insurance (8,869 peers)

Coverage in New York

Cfcu Community Credit Union 401(k) Plan covers 212 participants in New York, about 27% of the average New York filer (state average ~798 per filing). Assets: $29M.

#5,971
in Finance & Insurance (8,869 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$28,879,729 Top 21% higher than 79% 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

Cfcu Community 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. Cfcu Community Credit Union 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cfcu Community Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Cfcu Community Credit Union 401(k) Plan end-of-year assets rose from $24M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Cfcu Community Credit Union 401(k) Plan reported participants rose from 203 in the plan year 2022 filing to 212 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 150574036 · Cfcu Community Credit Union PY 2023 · 401(k)

Cfcu Community Credit Union 401(k) Plan · $29M · 212 · 79th

  • NET $29M
  • BOOK 212
  • VS-ST 79th
  • BOY 401(k)
  • SCH near Jupiter I, L.L.C. 401(k) Plan
  • EBSA ind #5971

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 →

Cfcu Community Credit Union 401(k) Plan in the asset neighbourhood

Cfcu Community Credit Union 401(k) PlanCfcu Community Credit Union …$29MJupiter I, L.L.C. 401(k) Plan$29MSioux Falls Specialty Hospital 401(k) Retirement PlanSioux Falls Specialty Hospit…$29MCenter for Organ Recovery & Education 401(k) Profit Sharing PlanCenter for Organ Recovery & …$29MJim's Formal Wear LLC 401(k) Profit Sharing PlanJim's Formal Wear LLC 401(k)…$29M
End-of-year total assets ($M) among Cfcu Community Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN150574036
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cfcu Community Credit Union)

Sponsor-wide plan assets over time

All Cfcu Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 42.176308363347545% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.3M $34.6M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 203 $24M
2023 1 212 $29M
2024 1 216 $35M

Nearby 401(k) Plans in New York

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

Cfcu Community Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Cfcu Community Credit Union 401(k) Plan, Total assets ($B): 0.028879729 · Participants: 212Cfcu Community Credit Union 401(k) 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
Cfcu Community Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Cfcu Community Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Jupiter I, L.L.C. 401(k) Plan in CO ($29M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Cfcu Community Credit Union 401(k) Plan assets move in 2023? ▼
Cfcu Community Credit Union 401(k) Plan grew sharply - up 18.7% during 2023, from $24M to $29M. Reported net income was $5M.
How have Cfcu Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cfcu Community Credit Union's sponsor-wide assets grew 42.2%, from $24M to $35M.
Where does Cfcu Community Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Cfcu Community Credit Union 401(k) Plan ranks in the 79th 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 Cfcu Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jupiter I, L.L.C. 401(k) Plan in CO ($29M, 733 participants).
Which 401(k) plans cover a similar participant headcount to Cfcu Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 150574036.

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.