401(k) · DOL Form 5500 · 2023

Ornl Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
479
Participants Below avg headcount
80th
Percentile by assets National rank
$64,392
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ornl Federal Credit Union 401(k) Plan and Trust · Sponsored by Ornl Federal Credit Union · Tennessee · Finance & Insurance

$31M in assets, 479 participants

Ornl Federal Credit Union's Ornl Federal Credit Union 401(k) Plan and Trust reported $31M in total assets and 479 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,103 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Ornl Federal Credit Union 401(k) Plan and Trust covers 479 participants in Tennessee, about 43% of the average Tennessee filer (state average ~1,126 per filing). Assets: $31M.

#6,103
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$30,843,764 Top 20% higher than 80% 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

Ornl Federal 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. Ornl Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (479 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ornl Federal Credit Union 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ornl Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Ornl Federal Credit Union 401(k) Plan and Trust reported participants fell from 485 in the plan year 2022 filing to 479 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 620476738 · Ornl Federal Credit Union PY 2023 · 401(k)

Ornl Federal Credit Union 401(k) Plan and Trust · $31M · 479 · 80th

  • EOY $31M
  • 5500 479
  • ASSETS 80th
  • PCT 401(k)
  • EIN near Belmont Capital Tax Deferred Savings Plan and Trust
  • RANK ind #6103

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 Tennessee →

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

Ferreira Construction Co., Inc. 401(k) and Profit Sharing PlanFerreira Construction Co., I…$31MOrnl Federal Credit Union 401(k) Plan and TrustOrnl Federal Credit Union 40…$31MBelmont Capital Tax Deferred Savings Plan and TrustBelmont Capital Tax Deferred…$31MBbx Capital, Inc. 401(k) Plan$31MUsalliance Federal Credit Union 401(k) PlanUsalliance Federal Credit Un…$31M
End-of-year total assets ($M) among Ornl Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN620476738
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ornl Federal Credit Union)

Sponsor-wide plan assets over time

All Ornl Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 30.472557436322273% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $61.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 595 $47M
2023 2 578 $53M
2024 2 583 $62M

Nearby 401(k) Plans in Tennessee

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

Ornl Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ornl Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.030843764 · Participants: 479Ornl Federal Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Ornl Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ornl Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Belmont Capital Tax Deferred Savings Plan and Trust in MA ($31M); by covered participants it is Hartt's 401(k) Plan in ME (479 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (479 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 Ornl Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Ornl Federal Credit Union 401(k) Plan and Trust grew sharply - up 18.4% during 2023, from $26M to $31M. Reported net income was $5M.
How have Ornl Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ornl Federal Credit Union's sponsor-wide assets grew 30.5%, from $47M to $62M.
Where does Ornl Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Ornl Federal Credit Union 401(k) Plan and Trust ranks in the 80th 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 Ornl Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Belmont Capital Tax Deferred Savings Plan and Trust in MA ($31M, 635 participants).
Which 401(k) plans cover a similar participant headcount to Ornl Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Hartt's 401(k) Plan in ME (479 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 620476738.

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.