401(k) · DOL Form 5500 · 2023

Capital Credit Union 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
444
Participants Below avg headcount
79th
Percentile by assets National rank
$67,238
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Credit Union 401(k) Plan and Trust · Sponsored by Capital Credit Union · Wisconsin · Finance & Insurance

$30M in assets, 444 participants

Capital Credit Union's Capital Credit Union 401(k) Plan and Trust reported $30M in total assets and 444 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.

  • #6,036 in Finance & Insurance (8,869 peers)

Where Capital Credit Union 401(k) Plan and Trust sits by assets

Capital Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 444 participants (~$67,238/participant), up 17.1% in 2023.

#6,036
in Finance & Insurance (8,869 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Capital Credit Union 401(k) Plan and Trust's outsized position by total assets

Capital Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$29,853,499 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

Capital Credit Union 401(k) Plan and Trust 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. Capital Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (444 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Capital Credit Union 401(k) Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Capital Credit Union 401(k) Plan and Trust end-of-year assets rose from $25M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Capital Credit Union 401(k) Plan and Trust reported participants rose from 394 in the plan year 2022 filing to 444 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390394240 · Capital Credit Union PY 2023 · 401(k)

Capital Credit Union 401(k) Plan and Trust · $30M · 444 · 79th

  • BOOK $30M
  • BOOK 444
  • BOOK 79th
  • BOOK 401(k)
  • BOOK near Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan
  • BOOK ind #6036

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 →

Capital Credit Union 401(k) Plan and Trust in the asset neighbourhood

Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings PlanNewcomb Oil Co., LLC Profit …$30MEver-Green Energy, Inc. 401(k) Salary Deferral Retirement Plan - Office & SupervisoryEver-Green Energy, Inc. 401(…$30MPlatinum Dermatology Partners 401(k) PlanPlatinum Dermatology Partner…$30MCapital Credit Union 401(k) Plan and TrustCapital Credit Union 401(k) …$30MConference Technologies, Inc. 401(k) Profit Sharing Plan & TrustConference Technologies, Inc…$30M
End-of-year total assets ($M) among Capital Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN390394240
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Credit Union)

Sponsor-wide plan assets over time

All Capital Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 29.77798831767673% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.5M $33.1M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 394 $25M
2023 1 444 $30M
2024 1 460 $33M

Nearby 401(k) Plans in Wisconsin

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

Capital Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Capital Credit Union 401(k) Plan and Trust, Total assets ($B): 0.029853499 · Participants: 444Capital Credit Union 401(k) Plan and TrustAdvocate 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
Capital Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capital Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan in KY ($30M); by covered participants it is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (444 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 Capital Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Capital Credit Union 401(k) Plan and Trust grew sharply - up 17.1% during 2023, from $25M to $30M. Reported net income was $4M.
How have Capital Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Credit Union's sponsor-wide assets grew 29.8%, from $25M to $33M.
Where does Capital Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Capital Credit Union 401(k) Plan and Trust 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 Capital Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Newcomb Oil Co., LLC Profit Sharing and 401(k) Savings Plan in KY ($30M, 872 participants).
Which 401(k) plans cover a similar participant headcount to Capital Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Steel Corporation Profit Sharing Plan in AL (444 participants, $37M 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 390394240.

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.