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
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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

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

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.

See the national 2023→2024 release diff →

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

Village Associates Inc. 401(k) Plan and TrustVillage Associates Inc. 401(…$30MKemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanKemba Financial Credit Union…$30MCronin, Fried, Sekiya, Kekina & Fairbanks, Aal, Alc 401(k) Retirement Savings PlanCronin, Fried, Sekiya, Kekin…$30MEnvision Aesc US, LLC 401(k) PlanEnvision Aesc US, LLC 401(k)…$30MU.S. Facilities, Inc. 401(k) Retirement PlanU.S. Facilities, Inc. 401(k)…$30M
End-of-year total assets ($M) among Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$30M
Net Income$3M
Employer EIN316034826
Plan Effective Date1997-07-01
Filing StatusFILING 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
$20M$25M$30M$35M 202220232024 $22M $29.9M ▲ +35.9%
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.

Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.029930223 · Participants: 312Kemba Financial Credit Union, Inc. 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan assets move in 2024?
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.7% during 2024, from $27M to $30M. Reported net income was $3M.
How have Kemba Financial Credit Union, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Kemba Financial Credit Union, Inc.'s sponsor-wide assets grew 35.9%, from $22M to $30M.
Where does Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers?
Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan ranks in the 77th 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 Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Cronin, Fried, Sekiya, Kekina & Fairbanks, Aal, Alc 401(k) Retirement Savings Plan in HI ($30M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Kemba Financial Credit Union, Inc. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Sirote & Permutt, P.C. Profit Sharing 401(k) Plan in AL (312 participants, $115M in assets).