401(k) · DOL Form 5500 · 2024

Servu Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
120
Participants Small participant base
58th
Percentile by assets National rank
$93,549
Avg per participant Below avg balance/head
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Official DOL plan name: Servu Federal Credit Union Capital Accumulation Plan · Sponsored by Servu Federal Credit Union · New York · Finance & Insurance

$11M in assets, 120 participants

Servu Federal Credit Union's Servu Federal Credit Union Capital Accumulation Plan reported $11M in total assets and 120 participants in its 2024 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.

  • #3,596 in Finance & Insurance (8,549 peers)

Coverage in New York

Servu Federal Credit Union Capital Accumulation Plan covers 120 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $11M.

#3,596
in Finance & Insurance (8,549 peers)
+7.9%
assets growth YoY

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

Servu Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$11,225,873 Top 42% higher than 58% 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

Servu Federal Credit Union Capital Accumulation 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. Servu Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Servu Federal Credit Union Capital Accumulation Plan reported net income fell from $2M in the plan year 2023 filing to $818K in the plan year 2024 filing.
  • Servu Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Servu Federal Credit Union Capital Accumulation Plan reported participants rose from 112 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 166041830 · Servu Federal Credit Union PY 2024 · 401(k)

Servu Federal Credit Union Capital Accumulation Plan · $11M · 120 · 58th

  • PCT $11M
  • EIN 120
  • RANK 58th
  • PHOTO 401(k)
  • IND near The Group Defined Contribution Plan
  • EOY ind #3596

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 →

Servu Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Servu Federal Credit Union Capital Accumulation PlanServu Federal Credit Union C…$11MThe Group Defined Contribution PlanThe Group Defined Contributi…$11MStuartco 401(k) Profit Sharing PlanStuartco 401(k) Profit Shari…$11MMedieval Times 401(k) Plan$11MGrant County Bank ESOP W/401(k) ProvisionsGrant County Bank ESOP W/401…$11M
End-of-year total assets ($M) among Servu Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$818K
Employer EIN166041830
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Servu Federal Credit Union)

Sponsor-wide plan assets over time

All Servu Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.45706353373426% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.88M $11.2M ▲ +26.5%
Year Plans Participants Total Assets
2022 1 100 $9M
2023 1 112 $10M
2024 1 120 $11M

Nearby 401(k) Plans in New York

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

Servu Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Servu Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.011225873 · Participants: 120Servu Federal Credit Union Capital Accumulation 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
Servu Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Servu Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Group Defined Contribution Plan in NJ ($11M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Servu Federal Credit Union Capital Accumulation Plan assets move in 2024? ▼
Servu Federal Credit Union Capital Accumulation Plan grew at a solid clip - up 7.9% during 2024, from $10M to $11M. Reported net income was $818K.
How have Servu Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Servu Federal Credit Union's sponsor-wide assets grew 26.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Servu Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Group Defined Contribution Plan in NJ ($11M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Servu Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 166041830.

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.