401(k) · DOL Form 5500 · 2023

Sharonview Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
294
Participants Below avg headcount
84th
Percentile by assets National rank
$150,647
Avg per participant Above avg balance/head
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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.

  • #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.

#6,725
in Finance & Insurance (8,869 peers)
+13.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Sharonview Federal Credit Union 401(k) Plan's outsized position 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 $2,050,000,000 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

Sharonview Federal Credit Union 401(k) 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. Sharonview Federal Credit Union 401(k) Plan sits mid-pack in the medium band (294 participants).

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 →

Plan-year Form 5500 strip

Filing strip 566048692 · Sharonview Federal Credit Union PY 2023 · 401(k)

Sharonview Federal Credit Union 401(k) Plan · $44M · 294 · 84th

  • EIN $44M
  • EIN 294
  • EIN 84th
  • EIN 401(k)
  • EIN near U. S. Engineering Company Holdings 401(k) Profit Sharing Plan & Trust
  • EIN ind #6725

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 South Carolina →

Sharonview Federal Credit Union 401(k) Plan in the asset neighbourhood

Sharonview Federal Credit Union 401(k) PlanSharonview Federal Credit Un…$44MU. S. Engineering Company Holdings 401(k) Profit Sharing Plan & TrustU. S. Engineering Company Ho…$44MMylan Pharmaceuticals Inc. 401(k) Defined Contribution PlanMylan Pharmaceuticals Inc. 4…$44MNorth Atlantic Corp. 401(k) Profit Sharing Plan and TrustNorth Atlantic Corp. 401(k) …$44MTcmi, Inc. 401(k) Profit Sharing PlanTcmi, Inc. 401(k) Profit Sha…$44M
End-of-year total assets ($M) among Sharonview Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Sharonview Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 14.823327612012784% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $39.2M $45M ▲ +14.8%
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 ($B) Participants Sharonview Federal Credit Union 401(k) Plan, Total assets ($B): 0.044290177 · Participants: 294Sharonview Federal Credit Union 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Sharonview Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants

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

Outside South Carolina, the nearest 401(k) by assets is U. S. Engineering Company Holdings 401(k) Profit Sharing Plan & Trust in MO ($44M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 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).
Which 401(k) plans cover a similar participant headcount to Sharonview Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is University Cancer & Blood Center, LLC in GA (294 participants, N/A in assets).