401(k) · DOL Form 5500 · 2024

Members Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
104
Participants Small participant base
58th
Percentile by assets National rank
$107,920
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Members Credit Union 401(k) Income Deferral Plan · Sponsored by Members Credit Union · North Carolina · Finance & Insurance

$11M in assets, 104 participants

Members Credit Union's Members Credit Union 401(k) Income Deferral Plan reported $11M in total assets and 104 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.

  • #3,594 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Members Credit Union 401(k) Income Deferral Plan covers 104 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#3,594
in Finance & Insurance (8,549 peers)
+18.3%
assets growth YoY

Members Credit Union 401(k) Income Deferral Plan's mid-pack asset rank among Finance & Insurance and all filers

Members Credit Union 401(k) Income Deferral Plan vs every filed plan by assets

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

$11,223,670 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

Members Credit Union 401(k) Income Deferral 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. Members Credit Union 401(k) Income Deferral Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Members Credit Union 401(k) Income Deferral Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Members Credit Union 401(k) Income Deferral Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Members Credit Union 401(k) Income Deferral Plan reported participants rose from 99 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 566043259 · Members Credit Union PY 2024 · 401(k)

Members Credit Union 401(k) Income Deferral Plan · $11M · 104 · 58th

  • PCT $11M
  • EIN 104
  • RANK 58th
  • PHOTO 401(k)
  • IND near Systems 401(k) Retirement Plan
  • EOY ind #3594

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 North Carolina →

Members Credit Union 401(k) Income Deferral Plan in the asset neighbourhood

Members Credit Union 401(k) Income Deferral PlanMembers Credit Union 401(k) …$11MSystems 401(k) Retirement PlanSystems 401(k) Retirement Pl…$11MXtant Medical 401(k) Plan$11MBank7 Employees' 401(k) Plan$11MEaster Seals Tristate LLC 401(k) Retirement PlanEaster Seals Tristate LLC 40…$11M
End-of-year total assets ($M) among Members Credit Union 401(k) Income Deferral Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN566043259
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Members Credit Union)

Sponsor-wide plan assets over time

All Members Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 38.9313950364978% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.08M $11.2M ▲ +38.9%
Year Plans Participants Total Assets
2022 1 106 $8M
2023 1 99 $9M
2024 1 104 $11M

Nearby 401(k) Plans in North Carolina

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

Members Credit Union 401(k) Income Deferral Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Members Credit Union 401(k) Income Deferral Plan, Total assets ($B): 0.01122367 · Participants: 104Members Credit Union 401(k) Income Deferral PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Members Credit Union 401(k) Income Deferral Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Members Credit Union 401(k) Income Deferral Plan side-by-side with 3 peers →

Members Credit Union 401(k) Income Deferral Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Systems 401(k) Retirement Plan in MO ($11M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 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 (104 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 Members Credit Union 401(k) Income Deferral Plan assets move in 2024? ▼
Members Credit Union 401(k) Income Deferral Plan grew sharply - up 18.3% during 2024, from $9M to $11M. Reported net income was $2M.
How have Members Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Members Credit Union's sponsor-wide assets grew 38.9%, from $8M to $11M.
Which 401(k) plans are similar in size to Members Credit Union 401(k) Income Deferral Plan? ▼
Among 401(k) plans in other states, the closest by assets is Systems 401(k) Retirement Plan in MO ($11M, 2,806 participants).
Which 401(k) plans cover a similar participant headcount to Members Credit Union 401(k) Income Deferral Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants, N/A 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 566043259.

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.