401(k) · DOL Form 5500 · 2023

Community First Credit Union 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
573
Participants Below avg headcount
82nd
Percentile by assets National rank
$62,636
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community First Credit Union Capital Accumulation Plan · Sponsored by Community First Credit Union · Wisconsin · Finance & Insurance

$36M in assets, 573 participants

Community First Credit Union's Community First Credit Union Capital Accumulation Plan reported $36M in total assets and 573 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,384 in Finance & Insurance (8,869 peers)

Where Community First Credit Union Capital Accumulation Plan sits by assets

Community First Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $36M for 573 participants (~$62,636/participant), up 18.4% in 2023.

#6,384
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Community First Credit Union Capital Accumulation Plan's outsized position by total assets

Community First Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$35,890,578 Top 18% higher than 82% 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

Community First 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. Community First Credit Union Capital Accumulation Plan sits mid-pack in the medium band (573 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community First Credit Union Capital Accumulation Plan reported net income rose from -$6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Community First Credit Union Capital Accumulation Plan end-of-year assets rose from $30M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Community First Credit Union Capital Accumulation Plan reported participants rose from 524 in the plan year 2022 filing to 573 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 396264347 · Community First Credit Union PY 2023 · 401(k)

Community First Credit Union Capital Accumulation Plan · $36M · 573 · 82nd

  • ASSETS $36M
  • PCT 573
  • EIN 82nd
  • RANK 401(k)
  • PHOTO near The K Company, Inc. Amended and Restated Profit Sharing and Savings Plan
  • IND ind #6384

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 →

Community First Credit Union Capital Accumulation Plan in the asset neighbourhood

Community First Credit Union Capital Accumulation PlanCommunity First Credit Union…$36MThe K Company, Inc. Amended and Restated Profit Sharing and Savings PlanThe K Company, Inc. Amended …$36MHuvepharma Inc 401(k) Profit Sharing Plan and TrustHuvepharma Inc 401(k) Profit…$36MOb/Gyn Specialists of the Palm Beaches II, LLC, 401(k) Profit Sharing Plan and TrustOb/Gyn Specialists of the Pa…$36MYoung Innovations, Inc. 401(k) ProgramYoung Innovations, Inc. 401(…$36M
End-of-year total assets ($M) among Community First 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)$30M
Net Assets (End of Year)$36M
Net Income$6M
Employer EIN396264347
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Sponsor-wide plan assets over time

All Community First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$139M 30.024752696690182% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 992 $107M
2023 2 1,065 $114M
2024 2 1,141 $139M

Nearby 401(k) Plans in Wisconsin

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

Community First 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 ($B) Participants Community First Credit Union Capital Accumulation Plan, Total assets ($B): 0.035890578 · Participants: 573Community First 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
Community First Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Community First Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Community First 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 The K Company, Inc. Amended and Restated Profit Sharing and Savings Plan in OH ($36M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (573 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (573 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 Community First Credit Union Capital Accumulation Plan assets move in 2023? ▼
Community First Credit Union Capital Accumulation Plan grew sharply - up 18.4% during 2023, from $30M to $36M. Reported net income was $6M.
How have Community First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community First Credit Union's sponsor-wide assets grew 30.0%, from $107M to $139M.
Where does Community First Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Community First Credit Union Capital Accumulation Plan ranks in the 82nd 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 Community First Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is The K Company, Inc. Amended and Restated Profit Sharing and Savings Plan in OH ($36M, 277 participants).
Which 401(k) plans cover a similar participant headcount to Community First Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mood401(k) Savings and Retirement Plan in TX (573 participants, $78M 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 396264347.

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.