401(k) · DOL Form 5500 · 2024

Edifi Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
72
Participants Small participant base
48th
Percentile by assets National rank
$96,773
Avg per participant Below avg balance/head
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Official DOL plan name: Edifi Credit Union · Sponsored by Edifi Federal Credit Union · New Jersey · Finance & Insurance

$7M in assets, 72 participants

Edifi Federal Credit Union's Edifi Credit Union reported $7M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #2,831 in Finance & Insurance (8,549 peers)

Edifi Federal Credit Union multi-year trail

Edifi Federal Credit Union's plans moved +14.2% in assets from 2022 to 2024; this filing shows Edifi Credit Union at $7M / 72 participants.

#2,831
in Finance & Insurance (8,549 peers)
+12.2%
assets growth YoY

Edifi Credit Union's mid-pack asset rank among Finance & Insurance and all filers

Edifi Credit Union vs every filed plan by assets

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

$6,967,620 48th percentile higher than 48% 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

Edifi Credit Union among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Edifi Credit Union is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Edifi Credit Union reported net income rose from $107K in the plan year 2023 filing to $760K in the plan year 2024 filing.
  • Edifi Credit Union end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 210744759 · Edifi Federal Credit Union PY 2024 · 401(k)

Edifi Credit Union · $7M · 72 · 48th

  • PART $7M
  • PART 72
  • PART 48th
  • PART 401(k)
  • PART near Ci Design Inc 401(k) Profit Sharing Plan and Trust
  • PART ind #2831

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 New Jersey →

Edifi Credit Union in the asset neighbourhood

Edifi Credit Union$7MCi Design Inc 401(k) Profit Sharing Plan and TrustCi Design Inc 401(k) Profit …$7M403(b) Thrift Plan for Employees of Valleylife403(b) Thrift Plan for Emplo…$7MIha 401(k) Plan$7MAmerican Society of Cataract 401(k) Profit Sharing Plan and TrustAmerican Society of Cataract…$7M
End-of-year total assets ($M) among Edifi Credit Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Edifi Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Edifi Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$7M 14.207982307943345% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M 202220232024 $6.1M $6.97M ▲ +14.3%
Year Plans Participants Total Assets
2022 1 69 $6M
2023 1 72 $6M
2024 1 72 $7M

Edifi Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$760K
Employer EIN210744759
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Edifi Credit Union vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Edifi Credit Union, Total assets ($B): 0.00696762 · Participants: 72Edifi Credit UnionJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Edifi Credit Union vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Edifi Credit Union side-by-side with 3 peers →

Edifi Credit Union's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Ci Design Inc 401(k) Profit Sharing Plan and Trust in MD ($7M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Edifi Credit Union assets move in 2024? ▼
Edifi Credit Union grew at a solid clip - up 12.2% during 2024, from $6M to $7M. Reported net income was $760K.
How have Edifi Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Edifi Federal Credit Union's sponsor-wide assets grew 14.2%, from $6M to $7M.
Which 401(k) plans are similar in size to Edifi Credit Union? ▼
Among 401(k) plans in other states, the closest by assets is Ci Design Inc 401(k) Profit Sharing Plan and Trust in MD ($7M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Edifi Credit Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 210744759.

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.