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
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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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

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 EIN566048692
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sharonview Federal Credit Union)

$38M$40M$42M$44M$46M 202220232024 $39.2M $45M ▲ +14.8%
Total plan assets by year, all Sharonview Federal Credit Union plans on file
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.

Sharonview Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Sharonview Federal C…, Total assets ($B): 0.044290177 · Participants: 294Sharonview Federal C…Michelin 401(k) Savi…, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savi…The Savannah River N…, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River N…Sonoco Retirement & …, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & …Sonoco Retirement & …, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & …Blue Cross Blue Shie…, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shie…
Sharonview Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

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?
Sharonview Federal Credit Union 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $39M to $44M. Reported net income was $5M.
How have Sharonview Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Sharonview Federal Credit Union's sponsor-wide assets grew 14.8%, from $39M to $45M.
Where does Sharonview Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers?
Sharonview Federal Credit Union 401(k) Plan ranks in the 84th 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 Sharonview Federal Credit Union 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is U. S. Engineering Company Holdings 401(k) Profit Sharing Plan & Trust in MO ($44M, 372 participants).

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