401(k) · DOL Form 5500 · 2024
Oucu Financial Credit Union Inc. 401(k) Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $178,215
- Avg per participant Above avg balance/head
Official DOL plan name: Oucu Financial Credit Union 401(k) Plan · Sponsored by Oucu Financial Credit Union Inc. · Ohio · Finance & Insurance
$20M in assets, 111 participants
Oucu Financial Credit Union Inc.'s Oucu Financial Credit Union 401(k) Plan reported $20M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.
- #4,699 in Finance & Insurance (8,549 peers)
Coverage in Ohio
Oucu Financial Credit Union 401(k) Plan covers 111 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $20M.
- #4,699
- in Finance & Insurance (8,549 peers)
- +4.3%
- assets growth YoY
Oucu Financial Credit Union 401(k) Plan's outsized position by total assets
Oucu Financial Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$19,781,837 Top 30% higher than 70% 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
Oucu Financial Credit Union 401(k) 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. Oucu Financial Credit Union 401(k) Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Oucu Financial Credit Union 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $814K in the plan year 2024 filing.
- Oucu Financial Credit Union 401(k) Plan reported participants rose from 105 in the plan year 2023 filing to 111 in the plan year 2024 filing.
- Oucu Financial Credit Union 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 316040060 · Oucu Financial Credit Union Inc. PY 2024 · 401(k)
Oucu Financial Credit Union 401(k) Plan · $20M · 111 · 70th
- BOY $20M
- BOY 111
- BOY 70th
- BOY 401(k)
- BOY near Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust
- BOY ind #4699
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 →
Oucu Financial Credit Union 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $814K |
| Employer EIN | 316040060 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Oucu Financial Credit Union Inc.)
Sponsor-wide plan assets over time
All Oucu Financial Credit Union Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 22.308887079500998% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 108 | $16M |
| 2023 | 1 | 105 | $19M |
| 2024 | 1 | 111 | $20M |
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
Oucu Financial Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust in TX ($20M); by covered participants it is R.N. Industries Trucking, Inc. Profit Sharing Plan in UT (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Jw Eye Associates, PA 401(k) Profit Sharing Plan & Trust (TX) $20M · 292
- Midwest Health Services Retirement Plan (KS) $20M · 1,731
- Vision Care Associates 401(k) Plan (SD) $20M · 112
- S & S Tool and Supply Company 401(k) Plan (CA) $20M · 321
Similar participant headcount
Nearest other-state filings by covered participants (111 participants); asset peers above are excluded.
- R.N. Industries Trucking, Inc. Profit Sharing Plan (UT) 111 · 0 off
- Freedom Homecare Inc 401(k) Profit Sharing Plan & Trust (IL) 111 · 0 off
- Boettcher-Hlavinka 401(k) Plan (TX) 111 · 0 off
- Architectural Glass & Metal 401(k) Plan (IN) 111 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.