401(k) · DOL Form 5500 · 2023

Commonwealth Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
339
Participants Below avg headcount
70th
Percentile by assets National rank
$50,239
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Commonwealth Credit Union 401(k) Retirement Savings Plan · Sponsored by Commonwealth Credit Union, Inc. · Kentucky · Finance & Insurance

$17M in assets, 339 participants

Commonwealth Credit Union, Inc.'s Commonwealth Credit Union 401(k) Retirement Savings Plan reported $17M in total assets and 339 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,904 in Finance & Insurance (8,869 peers)

2023 asset change

Commonwealth Credit Union 401(k) Retirement Savings Plan grew sharply 22.1% in 2023 ($14M → $17M) for 339 participants.

#4,904
in Finance & Insurance (8,869 peers)
+22.1%
assets growth YoY

Commonwealth Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Commonwealth Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$17,031,024 Top 30% higher than 70% 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

Commonwealth Credit Union 401(k) Retirement Savings 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. Commonwealth Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commonwealth Credit Union 401(k) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Commonwealth Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Commonwealth Credit Union 401(k) Retirement Savings Plan reported participants rose from 316 in the plan year 2022 filing to 339 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610671028 · Commonwealth Credit Union, Inc. PY 2023 · 401(k)

Commonwealth Credit Union 401(k) Retirement Savings Plan · $17M · 339 · 70th

  • EOY $17M
  • 5500 339
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Trumbull Industries, Inc. Employees' Profit Sharing Plan
  • RANK ind #4904

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 Kentucky →

Commonwealth Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Commonwealth Credit Union 401(k) Retirement Savings PlanCommonwealth Credit Union 40…$17MTrumbull Industries, Inc. Employees' Profit Sharing PlanTrumbull Industries, Inc. Em…$17MCovanta Projects Security Fund PlanCovanta Projects Security Fu…$17MAll American Home Care Cdpap Employee Savings PlanAll American Home Care Cdpap…$17MKatz, Nannis & Solomon, P.C. 401(k) Profit Sharing PlanKatz, Nannis & Solomon, P.C.…$17M
End-of-year total assets ($M) among Commonwealth Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Commonwealth Credit Union, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Commonwealth Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.7930531942596986% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $76.9M $79.1M ▲ +2.8%
Year Plans Participants Total Assets
2022 3 776 $77M
2023 3 815 $90M
2024 2 487 $79M

2023 asset-move particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN610671028
Plan Effective Date1997-08-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Commonwealth Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Commonwealth Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.017031024 · Participants: 339Commonwealth Credit Union 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Commonwealth Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Commonwealth Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Trumbull Industries, Inc. Employees' Profit Sharing Plan in OH ($17M); by covered participants it is Simply Storage Management , LLC 401(k) Plan in FL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Commonwealth Credit Union 401(k) Retirement Savings Plan assets move in 2023? ▼
Commonwealth Credit Union 401(k) Retirement Savings Plan grew sharply - up 22.1% during 2023, from $14M to $17M. Reported net income was $3M.
How have Commonwealth Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Credit Union, Inc.'s sponsor-wide assets grew 2.8%, from $77M to $79M.
Which 401(k) plans are similar in size to Commonwealth Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trumbull Industries, Inc. Employees' Profit Sharing Plan in OH ($17M, 243 participants).
Which 401(k) plans cover a similar participant headcount to Commonwealth Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simply Storage Management , LLC 401(k) Plan in FL (339 participants, N/A 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 610671028.

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.