401(k) · DOL Form 5500 · 2024
Kemba Financial Credit Union, Inc. 401(k) Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 312
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $95,930
- Avg per participant Below avg balance/head
Official DOL plan name: Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan · Sponsored by Kemba Financial Credit Union, Inc. · Ohio · Finance & Insurance
$30M in assets, 312 participants
Kemba Financial Credit Union, Inc.'s Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported $30M in total assets and 312 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.
- #5,531 in Finance & Insurance (8,549 peers)
Coverage in Ohio
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan covers 312 participants in Ohio, about 41% of the average Ohio filer (state average ~765 per filing). Assets: $30M.
- #5,531
- in Finance & Insurance (8,549 peers)
- +10.7%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$29,930,223 Top 23% higher than 77% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing 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. Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (312 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan reported participants rose from 304 in the plan year 2023 filing to 312 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 316034826 · Kemba Financial Credit Union, Inc. PY 2024 · 401(k)
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan · $30M · 312 · 77th
- EOY $30M
- 5500 312
- ASSETS 77th
- PCT 401(k)
- EIN near Cronin, Fried, Sekiya, Kekina & Fairbanks, Aal, Alc 401(k) Retirement Savings Plan
- RANK ind #5531
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 Ohio →
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $3M |
| Employer EIN | 316034826 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kemba Financial Credit Union, Inc.)
Sponsor-wide plan assets over time
All Kemba Financial Credit Union, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $30M 35.90067147054328% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $22M |
| 2023 | 1 | 304 | $27M |
| 2024 | 1 | 312 | $30M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Cronin, Fried, Sekiya, Kekina & Fairbanks, Aal, Alc 401(k) Retirement Savings Plan in HI ($30M); by covered participants it is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (312 participants); asset peers above are excluded.
- Sirote & Permutt, P.C. Profit Sharing 401(k) Plan (AL) 312 · 0 off
- Neuronetics, Inc. 401(k) Retirement Savings Plan (PA) 312 · 0 off
- Socure Inc. 401(k) Plan (NV) 312 · 0 off
- Eps Group 401(k) Plan (AZ) 312 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.