401(k) · DOL Form 5500 · 2023

Superior Choice Credit Union 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
157
Participants Small participant base
39th
Percentile by assets National rank
$23,751
Avg per participant Low balance/head
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Official DOL plan name: Superior Choice Credit Union 401(k) Plan & Trust · Sponsored by Superior Choice Credit Union · Wisconsin · Finance & Insurance

$4M in assets, 157 participants

Superior Choice Credit Union's Superior Choice Credit Union 401(k) Plan & Trust reported $4M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,430 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Superior Choice Credit Union 401(k) Plan & Trust covers 157 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $4M.

#2,430
in Finance & Insurance (8,869 peers)
+44.4%
assets growth YoY

Superior Choice Credit Union 401(k) Plan & Trust's mid-pack asset rank among Finance & Insurance and all filers

Superior Choice Credit Union 401(k) Plan & Trust vs every filed plan by assets

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

$3,728,841 39th percentile higher than 39% 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

Superior Choice Credit Union 401(k) Plan & Trust 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. Superior Choice Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Superior Choice Credit Union 401(k) Plan & Trust reported net income rose from -$269K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Superior Choice Credit Union 401(k) Plan & Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Superior Choice Credit Union 401(k) Plan & Trust reported participants rose from 125 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390906277 · Superior Choice Credit Union PY 2023 · 401(k)

Superior Choice Credit Union 401(k) Plan & Trust · $4M · 157 · 39th

  • EIN $4M
  • RANK 157
  • PHOTO 39th
  • IND 401(k)
  • EOY near Commercial Interiors Profit Sharing Plan
  • 5500 ind #2430

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 Wisconsin →

Superior Choice Credit Union 401(k) Plan & Trust in the asset neighbourhood

Superior Choice Credit Union 401(k) Plan & TrustSuperior Choice Credit Union…$4MCommercial Interiors Profit Sharing PlanCommercial Interiors Profit …$4MSoutheastern Minnesota Center for Independent Living, Inc. 403(b) PlanSoutheastern Minnesota Cente…$4MRental Concepts 401(k) Profit Sharing PlanRental Concepts 401(k) Profi…$4MCope Commercial Flooring and Interiors, Inc. Retirement PlanCope Commercial Flooring and…$4M
End-of-year total assets ($M) among Superior Choice Credit Union 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN390906277
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Superior Choice Credit Union)

Sponsor-wide plan assets over time

All Superior Choice Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 3.393210114961318% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.5M $13.1M ▼ -3.4%
Year Plans Participants Total Assets
2022 2 221 $14M
2023 2 287 $16M
2024 2 335 $13M

Nearby 401(k) Plans in Wisconsin

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

Superior Choice Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Superior Choice Credit Union 401(k) Plan & Trust, Total assets ($B): 0.003728841 · Participants: 157Superior Choice Credit Union 401(k) Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Superior Choice Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Superior Choice Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

Superior Choice Credit Union 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Commercial Interiors Profit Sharing Plan in TX ($4M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Superior Choice Credit Union 401(k) Plan & Trust assets move in 2023? ▼
Superior Choice Credit Union 401(k) Plan & Trust surged - up 44.4% during 2023, from $3M to $4M. Reported net income was $1M.
How have Superior Choice Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Superior Choice Credit Union's sponsor-wide assets declined 3.4%, from $14M to $13M.
Which 401(k) plans are similar in size to Superior Choice Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Interiors Profit Sharing Plan in TX ($4M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Superior Choice Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants, $3M 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 390906277.

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.