401(k) · DOL Form 5500 · 2023

Jolt Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
106
Participants Small participant base
51st
Percentile by assets National rank
$66,703
Avg per participant Below avg balance/head
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Official DOL plan name: Jolt Credit Union 401(k) and Profit Sharing Plan · Sponsored by Jolt Credit Union · Michigan · Finance & Insurance

$7M in assets, 106 participants

Jolt Credit Union's Jolt Credit Union 401(k) and Profit Sharing Plan reported $7M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #3,265 in Finance & Insurance (8,869 peers)

Coverage in Michigan

Jolt Credit Union 401(k) and Profit Sharing Plan covers 106 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $7M.

#3,265
in Finance & Insurance (8,869 peers)
+5.8%
assets growth YoY

Jolt Credit Union 401(k) and Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Jolt Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$7,070,556 Top 49% higher than 51% 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

Jolt Credit Union 401(k) and Profit Sharing 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. Jolt Credit Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jolt Credit Union 401(k) and Profit Sharing Plan reported net income rose from -$688K in the plan year 2022 filing to $389K in the plan year 2023 filing.
  • Jolt Credit Union 401(k) and Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 381544100 · Jolt Credit Union PY 2023 · 401(k)

Jolt Credit Union 401(k) and Profit Sharing Plan · $7M · 106 · 51st

  • VS-ST $7M
  • VS-ST 106
  • VS-ST 51st
  • VS-ST 401(k)
  • VS-ST near New Ipt, Inc. 401(k) Plan
  • VS-ST ind #3265

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 Michigan →

Jolt Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Jolt Credit Union 401(k) and Profit Sharing PlanJolt Credit Union 401(k) and…$7MNew Ipt, Inc. 401(k) Plan$7MClearwater Solutions, LLC 401(k) Profit Sharing Plan & TrustClearwater Solutions, LLC 40…$7MMarvel Architects Landscape Ar 401(k) Profit Sharing Plan & TrustMarvel Architects Landscape …$7MFennell Holdings, Inc. 401(k) Savings PlanFennell Holdings, Inc. 401(k…$7M
End-of-year total assets ($M) among Jolt Credit Union 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$389K
Employer EIN381544100
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jolt Credit Union)

Sponsor-wide plan assets over time

All Jolt Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.985693804889344% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M 202220232024 $6.68M $7.82M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 107 $7M
2023 1 106 $7M
2024 1 112 $8M

Nearby 401(k) Plans in Michigan

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

Jolt Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Jolt Credit Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.007070556 · Participants: 106Jolt Credit Union 401(k) and Profit Sharing PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Jolt Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Jolt Credit Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is New Ipt, Inc. 401(k) Plan in CO ($7M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Jolt Credit Union 401(k) and Profit Sharing Plan assets move in 2023? ▼
Jolt Credit Union 401(k) and Profit Sharing Plan grew at a solid clip - up 5.8% during 2023, from $7M to $7M. Reported net income was $389K.
How have Jolt Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jolt Credit Union's sponsor-wide assets grew 17.0%, from $7M to $8M.
Which 401(k) plans are similar in size to Jolt Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Ipt, Inc. 401(k) Plan in CO ($7M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Jolt Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 381544100.

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.