401(k) · DOL Form 5500 · 2024

Max Credit Union 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
304
Participants Below avg headcount
86th
Percentile by assets National rank
$188,587
Avg per participant Above avg balance/head
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Official DOL plan name: Max Credit Union Capital Accumulation Plan · Sponsored by Max Credit Union · Alabama · Finance & Insurance

$57M in assets, 304 participants

Max Credit Union's Max Credit Union Capital Accumulation Plan reported $57M in total assets and 304 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,639 in Finance & Insurance (8,549 peers)

Where Max Credit Union Capital Accumulation Plan sits by assets

Max Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $57M for 304 participants (~$188,587/participant), up 9.2% in 2024.

#6,639
in Finance & Insurance (8,549 peers)
+9.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Max Credit Union Capital Accumulation Plan's outsized position by total assets

Max Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$57,330,530 Top 14% higher than 86% 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

Max 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. Max Credit Union Capital Accumulation Plan sits mid-pack in the medium band (304 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Max Credit Union Capital Accumulation Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Max Credit Union Capital Accumulation Plan end-of-year assets rose from $53M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Max Credit Union Capital Accumulation Plan reported participants fell from 315 in the plan year 2023 filing to 304 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364618706 · Max Credit Union PY 2024 · 401(k)

Max Credit Union Capital Accumulation Plan · $57M · 304 · 86th

  • PCT $57M
  • EIN 304
  • RANK 86th
  • PHOTO 401(k)
  • IND near Rittal 401(k) Plan
  • EOY ind #6639

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 Alabama →

Max Credit Union Capital Accumulation Plan in the asset neighbourhood

Pete Lien & Sons, Inc. Profit Sharing/401(k) PlanPete Lien & Sons, Inc. Profi…$57MMax Credit Union Capital Accumulation PlanMax Credit Union Capital Acc…$57MRittal 401(k) Plan$57MAdvisors Asset Management, Inc. 401(k) PlanAdvisors Asset Management, I…$57MJohn G. Shedd Aquarium Employees 401(k) PlanJohn G. Shedd Aquarium Emplo…$57M
End-of-year total assets ($M) among Max Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$57M
Net Income$5M
Employer EIN364618706
Plan Effective Date1983-01-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Max Credit Union)

Sponsor-wide plan assets over time

All Max Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 17.429002503817994% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $48.8M $57.3M ▲ +17.4%
Year Plans Participants Total Assets
2022 1 311 $49M
2023 1 315 $53M
2024 1 304 $57M

Nearby 401(k) Plans in Alabama

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

Max Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Max Credit Union Capital Accumulation Plan, Total assets ($B): 0.05733053 · Participants: 304Max Credit Union Capital Accumulation PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Max Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Max Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest 401(k) by assets is Rittal 401(k) Plan in OH ($57M); by covered participants it is Childrens Services of Roxbury 401(k) Plan in MA (304 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (304 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 Max Credit Union Capital Accumulation Plan assets move in 2024? ▼
Max Credit Union Capital Accumulation Plan grew at a solid clip - up 9.2% during 2024, from $53M to $57M. Reported net income was $5M.
How have Max Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Max Credit Union's sponsor-wide assets grew 17.4%, from $49M to $57M.
Where does Max Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Max Credit Union Capital Accumulation Plan ranks in the 86th 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 Max Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rittal 401(k) Plan in OH ($57M, 762 participants).
Which 401(k) plans cover a similar participant headcount to Max Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Childrens Services of Roxbury 401(k) Plan in MA (304 participants, $4M 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 364618706.

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.