401(k) · DOL Form 5500 · 2023

Municipal Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
309
Participants Below avg headcount
71st
Percentile by assets National rank
$59,083
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Municipal Credit Union 401(k) Plan · Sponsored by Municipal Credit Union · New York · Finance & Insurance

$18M in assets, 309 participants

Municipal Credit Union's Municipal Credit Union 401(k) Plan reported $18M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,057 in Finance & Insurance (8,869 peers)

Coverage in New York

Municipal Credit Union 401(k) Plan covers 309 participants in New York, about 39% of the average New York filer (state average ~798 per filing). Assets: $18M.

#5,057
in Finance & Insurance (8,869 peers)
+30.3%
assets growth YoY

Municipal Credit Union 401(k) Plan's outsized position by total assets

Municipal Credit Union 401(k) Plan vs every filed plan by assets

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

$18,256,634 Top 29% higher than 71% 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

Municipal 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. Municipal Credit Union 401(k) Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Municipal Credit Union 401(k) Plan reported net income rose from -$972K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Municipal Credit Union 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Municipal Credit Union 401(k) Plan reported participants rose from 285 in the plan year 2022 filing to 309 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 135261470 · Municipal Credit Union PY 2023 · 401(k)

Municipal Credit Union 401(k) Plan · $18M · 309 · 71st

  • PCT $18M
  • PCT 309
  • PCT 71st
  • PCT 401(k)
  • PCT near Stewart Efi 401(k) Plan
  • PCT ind #5057

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 New York →

Municipal Credit Union 401(k) Plan in the asset neighbourhood

Municipal Credit Union 401(k) PlanMunicipal Credit Union 401(k…$18MStewart Efi 401(k) Plan$18MRepublic Plumbing Supply Co., Inc. 401(k) Profit Sharing PlanRepublic Plumbing Supply Co.…$18MCedar Gate Technologies 401(k) PlanCedar Gate Technologies 401(…$18MIntelligent Waves, LLC 401(k) PlanIntelligent Waves, LLC 401(k…$18M
End-of-year total assets ($M) among Municipal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN135261470
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Municipal Credit Union)

Sponsor-wide plan assets over time

All Municipal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 83.895657913769% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $228M $36.7M ▼ -83.9%
Year Plans Participants Total Assets
2022 2 503 $228M
2023 2 496 $188M
2024 2 640 $37M

Nearby 401(k) Plans in New York

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

Municipal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Municipal Credit Union 401(k) Plan, Total assets ($B): 0.018256634 · Participants: 309Municipal Credit Union 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Municipal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Municipal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Stewart Efi 401(k) Plan in CT ($18M); by covered participants it is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Municipal Credit Union 401(k) Plan assets move in 2023? ▼
Municipal Credit Union 401(k) Plan surged - up 30.3% during 2023, from $14M to $18M. Reported net income was $4M.
How have Municipal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Municipal Credit Union's sponsor-wide assets declined 83.9%, from $228M to $37M.
Which 401(k) plans are similar in size to Municipal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stewart Efi 401(k) Plan in CT ($18M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Municipal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jams, Inc. 401(k) Retirement Savings Plan in CA (309 participants, $50M 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 135261470.

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.