401(k) · DOL Form 5500 · 2024

Educators Credit Union 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
487
Participants Below avg headcount
88th
Percentile by assets National rank
$146,495
Avg per participant Above avg balance/head
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Official DOL plan name: Educators Credit Union 401(k) Plan & Trust · Sponsored by Educators Credit Union · Wisconsin · Finance & Insurance

$71M in assets, 487 participants

Educators Credit Union's Educators Credit Union 401(k) Plan & Trust reported $71M in total assets and 487 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,927 in Finance & Insurance (8,549 peers)

Where Educators Credit Union 401(k) Plan & Trust sits by assets

Educators Credit Union 401(k) Plan & Trust sits in the top quartile of all filed plans by assets, $71M for 487 participants (~$146,495/participant), up 9.1% in 2024.

#6,927
in Finance & Insurance (8,549 peers)
+9.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Educators Credit Union 401(k) Plan & Trust's outsized position by total assets

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

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

$71,343,008 Top 12% higher than 88% 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

Educators Credit Union 401(k) Plan & Trust 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. Educators Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (487 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Educators Credit Union 401(k) Plan & Trust reported net income fell from $10M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Educators Credit Union 401(k) Plan & Trust end-of-year assets rose from $65M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Educators Credit Union 401(k) Plan & Trust reported participants fell from 520 in the plan year 2023 filing to 487 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390555293 · Educators Credit Union PY 2024 · 401(k)

Educators Credit Union 401(k) Plan & Trust · $71M · 487 · 88th

  • PHOTO $71M
  • IND 487
  • EOY 88th
  • 5500 401(k)
  • ASSETS near Eagle Corporation Employees Flexible Compensation Plan
  • PCT ind #6927

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 →

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

Spartan Light Metal Products 401(k) Profit Sharing PlanSpartan Light Metal Products…$71MSpilman Thomas & Battle 401(k) PlanSpilman Thomas & Battle 401(…$71MPeace River Citrus Products, Inc. 401(k) Profit Sharing Plan & TrustPeace River Citrus Products,…$71MEducators Credit Union 401(k) Plan & TrustEducators Credit Union 401(k…$71MEagle Corporation Employees Flexible Compensation PlanEagle Corporation Employees …$71M
End-of-year total assets ($M) among Educators Credit Union 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$71M
Net Income$6M
Employer EIN390555293
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educators Credit Union)

Sponsor-wide plan assets over time

All Educators Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$71M 29.539145155402107% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.1M $71.3M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 486 $55M
2023 1 520 $65M
2024 1 487 $71M

Nearby 401(k) Plans in Wisconsin

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

Educators Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Educators Credit Union 401(k) Plan & Trust, Total assets ($B): 0.071343008 · Participants: 487Educators Credit Union 401(k) Plan & TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Educators Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Educators Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

Educators 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 Eagle Corporation Employees Flexible Compensation Plan in VA ($71M); by covered participants it is Election Systems & Software, LLC 401(k) Plan in NE (487 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (487 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 Educators Credit Union 401(k) Plan & Trust assets move in 2024? ▼
Educators Credit Union 401(k) Plan & Trust grew at a solid clip - up 9.1% during 2024, from $65M to $71M. Reported net income was $6M.
How have Educators Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educators Credit Union's sponsor-wide assets grew 29.5%, from $55M to $71M.
Where does Educators Credit Union 401(k) Plan & Trust rank by assets among Form 5500 filers? ▼
Educators Credit Union 401(k) Plan & Trust ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Educators Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Corporation Employees Flexible Compensation Plan in VA ($71M, 639 participants).
Which 401(k) plans cover a similar participant headcount to Educators Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Election Systems & Software, LLC 401(k) Plan in NE (487 participants, $83M 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 390555293.

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.