401(k) · DOL Form 5500 · 2024

Hudson Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
933
Participants Near avg headcount
90th
Percentile by assets National rank
$100,236
Avg per participant Below avg balance/head
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Official DOL plan name: Hvcu 401(k) Plan · Sponsored by Hudson Valley Credit Union · New York · Finance & Insurance

$94M in assets, 933 participants

Hudson Valley Credit Union's Hvcu 401(k) Plan reported $94M in total assets and 933 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,210 in Finance & Insurance (8,549 peers)

Where Hvcu 401(k) Plan sits by assets

Hvcu 401(k) Plan sits in the top 10% of all filed plans by assets, $94M for 933 participants (~$100,236/participant), up 18.9% in 2024.

#7,210
in Finance & Insurance (8,549 peers)
+18.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Hvcu 401(k) Plan's outsized position by total assets

Hvcu 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$93,519,803 Top 10% higher than 90% of 123,620 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 2024

Hvcu 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Hvcu 401(k) Plan sits mid-pack in the medium band (933 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Hvcu 401(k) Plan end-of-year assets rose from $79M in the plan year 2023 filing to $94M in the plan year 2024 filing.
  • Hvcu 401(k) Plan reported participants rose from 852 in the plan year 2023 filing to 933 in the plan year 2024 filing.
  • Hvcu 401(k) Plan reported net income rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 141471439 · Hudson Valley Credit Union PY 2024 · 401(k)

Hvcu 401(k) Plan · $94M · 933 · 90th

  • RANK $94M
  • RANK 933
  • RANK 90th
  • RANK 401(k)
  • RANK near Indiana Internal Medicine Consultants Profit Sharing Plan
  • RANK ind #7210

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 →

Hvcu 401(k) Plan in the asset neighbourhood

Columbia Sussex 401(k) Plan$94MOnedigital Open Pooled Employer PlanOnedigital Open Pooled Emplo…$94MHvcu 401(k) Plan$94MIndiana Internal Medicine Consultants Profit Sharing PlanIndiana Internal Medicine Co…$94MThe Profit Sharing and Retirement Plan of Wagman, Inc.The Profit Sharing and Retir…$93M
End-of-year total assets ($M) among Hvcu 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$94M
Net Income$15M
Employer EIN141471439
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hudson Valley Credit Union)

Sponsor-wide plan assets over time

All Hudson Valley Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$94M 45.87697940051111% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $64.1M $93.5M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 773 $64M
2023 1 852 $79M
2024 1 933 $94M

Nearby 401(k) Plans in New York

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

Hvcu 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Hvcu 401(k) Plan, Total assets ($B): 0.093519803 · Participants: 933Hvcu 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Hvcu 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Hvcu 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Indiana Internal Medicine Consultants Profit Sharing Plan in IN ($94M); by covered participants it is Washington Gas Light Company Cap Appr Plan/Union in DC (933 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (933 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Hvcu 401(k) Plan assets move in 2024? ▼
Hvcu 401(k) Plan grew sharply - up 18.9% during 2024, from $79M to $94M. Reported net income was $15M.
How have Hudson Valley Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hudson Valley Credit Union's sponsor-wide assets grew 45.9%, from $64M to $94M.
Where does Hvcu 401(k) Plan rank by assets among Form 5500 filers? ▼
Hvcu 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Hvcu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Indiana Internal Medicine Consultants Profit Sharing Plan in IN ($94M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Hvcu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Washington Gas Light Company Cap Appr Plan/Union in DC (933 participants, $148M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141471439.

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.