401(k) · DOL Form 5500 · 2023

Simplicity Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
105
Participants Small participant base
58th
Percentile by assets National rank
$92,868
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Simplicity Credit Union Capital Accumulation Plan · Sponsored by Simplicity Credit Union · Wisconsin · Finance & Insurance

$10M in assets, 105 participants

Simplicity Credit Union's Simplicity Credit Union Capital Accumulation Plan reported $10M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,790 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Simplicity Credit Union Capital Accumulation Plan covers 105 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $10M.

#3,790
in Finance & Insurance (8,869 peers)
+29.2%
assets growth YoY

Simplicity Credit Union Capital Accumulation Plan's mid-pack asset rank among Finance & Insurance and all filers

Simplicity Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$9,751,117 Top 42% higher than 58% 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

Simplicity Credit Union Capital Accumulation 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. Simplicity Credit Union Capital Accumulation Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Simplicity Credit Union Capital Accumulation Plan reported net income rose from -$840K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Simplicity Credit Union Capital Accumulation Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 390860994 · Simplicity Credit Union PY 2023 · 401(k)

Simplicity Credit Union Capital Accumulation Plan · $10M · 105 · 58th

  • 5500 $10M
  • 5500 105
  • 5500 58th
  • 5500 401(k)
  • 5500 near Philip D. Bobrow, M.D., P.a. Profit Sharing Plan
  • 5500 ind #3790

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 →

Simplicity Credit Union Capital Accumulation Plan in the asset neighbourhood

Simplicity Credit Union Capital Accumulation PlanSimplicity Credit Union Capi…$10MPhilip D. Bobrow, M.D., P.a. Profit Sharing PlanPhilip D. Bobrow, M.D., P.a.…$10MRocky Mountain Youth Medical & Nursing Consultants, Inc. 401 (K) PlanRocky Mountain Youth Medical…$10MVirtualcfo, Inc. Retirement Savings PlanVirtualcfo, Inc. Retirement …$10MSchilling Brothers Lumber & Hardware, Inc. Profit Sharing PlanSchilling Brothers Lumber & …$10M
End-of-year total assets ($M) among Simplicity Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN390860994
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Simplicity Credit Union)

Sponsor-wide plan assets over time

All Simplicity Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 33.998901424371546% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.55M $10.1M ▲ +33.9%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 105 $10M
2024 1 113 $10M

Nearby 401(k) Plans in Wisconsin

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

Simplicity Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Simplicity Credit Union Capital Accumulation Plan, Total assets ($B): 0.009751117 · Participants: 105Simplicity Credit Union Capital Accumulation PlanAdvocate 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
Simplicity Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Simplicity Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Philip D. Bobrow, M.D., P.a. Profit Sharing Plan in MD ($10M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Simplicity Credit Union Capital Accumulation Plan assets move in 2023? ▼
Simplicity Credit Union Capital Accumulation Plan grew sharply - up 29.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Simplicity Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Simplicity Credit Union's sponsor-wide assets grew 34.0%, from $8M to $10M.
Which 401(k) plans are similar in size to Simplicity Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Philip D. Bobrow, M.D., P.a. Profit Sharing Plan in MD ($10M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Simplicity Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 390860994.

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.