401(k) · DOL Form 5500 · 2023

Apple Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
502
Participants Below avg headcount
85th
Percentile by assets National rank
$97,175
Avg per participant Below avg balance/head
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Official DOL plan name: Apple Federal Credit Union 401(k) Retirement Plan · Sponsored by Apple Federal Credit Union · Virginia · Finance & Insurance

$49M in assets, 502 participants

Apple Federal Credit Union's Apple Federal Credit Union 401(k) Retirement Plan reported $49M in total assets and 502 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.

  • #6,864 in Finance & Insurance (8,869 peers)

Where Apple Federal Credit Union 401(k) Retirement Plan sits by assets

Apple Federal Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $49M for 502 participants (~$97,175/participant), up 27.5% in 2023.

#6,864
in Finance & Insurance (8,869 peers)
+27.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Apple Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Apple Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$48,781,849 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

Apple Federal Credit Union 401(k) 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. Apple Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (502 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apple Federal Credit Union 401(k) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Apple Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $38M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Apple Federal Credit Union 401(k) Retirement Plan reported participants rose from 471 in the plan year 2022 filing to 502 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 540629628 · Apple Federal Credit Union PY 2023 · 401(k)

Apple Federal Credit Union 401(k) Retirement Plan · $49M · 502 · 85th

  • ASSETS $49M
  • ASSETS 502
  • ASSETS 85th
  • ASSETS 401(k)
  • ASSETS near Veoneer US Safety Systems LLC 401(k) Employee Savings and Investment Plan
  • ASSETS ind #6864

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 Virginia →

Apple Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

International Community Health Services 403(b) Sh PlanInternational Community Heal…$49MVeoneer US Safety Systems LLC 401(k) Employee Savings and Investment PlanVeoneer US Safety Systems LL…$49MWilbert Funeral Services, Inc. 401(k) PlanWilbert Funeral Services, In…$49MApple Federal Credit Union 401(k) Retirement PlanApple Federal Credit Union 4…$49MJacobsen Construction Company, Inc. 401(k) PlanJacobsen Construction Compan…$49M
End-of-year total assets ($M) among Apple Federal Credit Union 401(k) 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)$38M
Net Assets (End of Year)$49M
Net Income$11M
Employer EIN540629628
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Federal Credit Union)

Sponsor-wide plan assets over time

All Apple Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$60M 57.8320812173031% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.3M $60.4M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 471 $38M
2023 1 502 $49M
2024 1 521 $60M

Nearby 401(k) Plans in Virginia

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

Apple Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Apple Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.048781849 · Participants: 502Apple Federal Credit Union 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Apple Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Apple Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Veoneer US Safety Systems LLC 401(k) Employee Savings and Investment Plan in MI ($49M); by covered participants it is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (502 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 Apple Federal Credit Union 401(k) Retirement Plan assets move in 2023? ▼
Apple Federal Credit Union 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $38M to $49M. Reported net income was $11M.
How have Apple Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Federal Credit Union's sponsor-wide assets grew 57.8%, from $38M to $60M.
Where does Apple Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Apple Federal Credit Union 401(k) Retirement 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 Apple Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veoneer US Safety Systems LLC 401(k) Employee Savings and Investment Plan in MI ($49M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Apple Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariani Nut Company Inc. 401(k) Profit Sharing Plan in CA (502 participants, $25M 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 540629628.

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.