401(k) · DOL Form 5500 · 2023
Sharonview Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $44M
- Total assets
- 294
- Participants
- 84th
- Percentile by assets
- $150,647
- Avg per participant
Official DOL plan name: Sharonview Federal Credit Union 401(k) Plan · Sponsored by Sharonview Federal Credit Union · South Carolina · Finance & Insurance
$44M in assets, 294 participants
Sharonview Federal Credit Union's Sharonview Federal Credit Union 401(k) Plan reported $44M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- 84th percentile by assets (of 127,072 plans)
- #6,725 in Finance & Insurance (8,869 peers)
Where Sharonview Federal Credit Union 401(k) Plan sits by assets
Sharonview Federal Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 294 participants (~$150,647/participant), up 13.1% in 2023.
- $44M
- total plan assets (2023 EOY)
- 294
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $150,647
- avg assets per participant
Where Sharonview Federal Credit Union 401(k) Plan sits by total assets
Sharonview Federal Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,290,177 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sharonview Federal Credit Union 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Sharonview Federal Credit Union 401(k) Plan end-of-year assets rose from $39M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Sharonview Federal Credit Union 401(k) Plan reported participants fell from 307 in the plan year 2022 filing to 294 in the plan year 2023 filing.
Sharonview Federal Credit Union 401(k) Plan vs the 2023 asset distribution
By assets, Sharonview Federal Credit Union 401(k) Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $5M |
| Employer EIN | 566048692 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sharonview Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 307 | $39M |
| 2023 | 1 | 294 | $44M |
| 2024 | 1 | 286 | $45M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
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Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Sharonview Federal Credit Union 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Sharonview Federal Credit Union 401(k) Plan assets move in 2023? ▼
How have Sharonview Federal Credit Union plan assets changed over time? ▼
Where does Sharonview Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Sharonview Federal Credit Union 401(k) Plan? ▼
Next read for Sharonview Federal Credit Union 401(k) P…
Scale reading
Ways to act on Sharonview Federal Credit Union 401(k) Plan's numbers.
- By total assets, Sharonview Federal Credit Union 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Sharonview Federal Credit Union's sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Finance & Insurance plans