Money Purchase · DOL Form 5500 · 2023

Indiana Members Credit Union Money Purchase Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
372
Participants Below avg headcount
87th
Percentile by assets National rank
$152,125
Avg per participant Above avg balance/head
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Official DOL plan name: Indiana Members Credit Union Pension Plan · Sponsored by Indiana Members Credit Union · Indiana · Finance & Insurance

$57M in assets, 372 participants

Indiana Members Credit Union's Indiana Members Credit Union Pension Plan reported $57M in total assets and 372 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,065 in Finance & Insurance (8,869 peers)

Where Indiana Members Credit Union Pension Plan sits by assets

Indiana Members Credit Union Pension Plan sits in the top quartile of all filed plans by assets, $57M for 372 participants (~$152,125/participant), up 17.2% in 2023.

#7,065
in Finance & Insurance (8,869 peers)
+17.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Indiana Members Credit Union Pension Plan's outsized position by total assets

Indiana Members Credit Union Pension Plan vs every filed plan by assets

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

$56,590,626 Top 13% higher than 87% 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

Indiana Members Credit Union Pension 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. Indiana Members Credit Union Pension Plan sits mid-pack in the medium band (372 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Indiana Members Credit Union Pension Plan reported net income rose from -$8M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Indiana Members Credit Union Pension Plan end-of-year assets rose from $48M in the plan year 2022 filing to $57M in the plan year 2023 filing.
  • Indiana Members Credit Union Pension Plan reported participants rose from 368 in the plan year 2022 filing to 372 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350997241 · Indiana Members Credit Union PY 2023 · Money Purchase

Indiana Members Credit Union Pension Plan · $57M · 372 · 87th

  • EIN $57M
  • RANK 372
  • PHOTO 87th
  • IND Money Purchase
  • EOY near Hawaii Iron Workers' Annuity Plan
  • 5500 ind #7065

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 Indiana →

Indiana Members Credit Union Pension Plan in the asset neighbourhood

Riverdale Country School Tax-Deferred Annuity PlanRiverdale Country School Tax…$57MHawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$57MIndiana Members Credit Union Pension PlanIndiana Members Credit Union…$57MSevenson Environmental Services, Inc. Pension PlanSevenson Environmental Servi…$56MNational Democratic Institute for International Affairs Money Purchase Pension PlanNational Democratic Institut…$56M
End-of-year total assets ($M) among Indiana Members Credit Union Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN350997241
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Indiana Members Credit Union)

Sponsor-wide plan assets over time

All Indiana Members Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$61M 25.9423412057544% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.3M $60.8M ▲ +25.9%
Year Plans Participants Total Assets
2022 1 368 $48M
2023 1 372 $57M
2024 1 410 $61M

Nearby Money Purchase Plans in Indiana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Indiana Members Credit Union Pension Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Indiana Members Credit Union Pension Plan, Total assets ($M): 56.590626 · Participants: 372Indiana Members Credit Union Pension PlanI.B.E.W Local 697 Defined Contribution Plan, Total assets ($M): 389.744986 · Participants: 981I.B.E.W Local 697 Defined Contribution PlanRose-Hulman Institute of Technology Money Purchase Purchase Plan, Total assets ($M): 201.953419 · Participants: 593Rose-Hulman Institute of Technology Money Purchase Purchase PlanPlumbers and Steamfitters Local 440 Defined Contribution Plan, Total assets ($M): 172.696922 · Participants: 2898Plumbers and Steamfitters Local 440 Defined Contribution PlanIBEW Local 531 & NECA Money Purchase Pension Plan, Total assets ($M): 120.85166 · Participants: 540IBEW Local 531 & NECA Money Purchase Pension PlanInternational Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust, Total assets ($M): 115.226502 · Participants: 1051International Brotherhood of Electrical Workers Local No 725 Supplemental Pension Trust
Indiana Members Credit Union Pension Plan vs. nearby Money Purchase plans in Indiana, assets vs. participants
Compare Indiana Members Credit Union Pension Plan side-by-side with 3 peers →

Indiana Members Credit Union Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Indiana, the nearest Money Purchase by assets is Hawaii Iron Workers' Annuity Plan in HI ($57M); by covered participants it is Oup USA Defined Contribution Retirement Plan in NC (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (372 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 Indiana Members Credit Union Pension Plan assets move in 2023? ▼
Indiana Members Credit Union Pension Plan grew sharply - up 17.2% during 2023, from $48M to $57M. Reported net income was $8M.
How have Indiana Members Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Indiana Members Credit Union's sponsor-wide assets grew 25.9%, from $48M to $61M.
Where does Indiana Members Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Indiana Members Credit Union Pension Plan ranks in the 87th 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 Money Purchase plans are similar in size to Indiana Members Credit Union Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Iron Workers' Annuity Plan in HI ($57M, 558 participants).
Which Money Purchase plans cover a similar participant headcount to Indiana Members Credit Union Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Oup USA Defined Contribution Retirement Plan in NC (370 participants, $76M 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 350997241.

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.