401(k) · DOL Form 5500 · 2024
Citizens Equity First Credit Union 401(k) Plan
Data updated 2026-08-25
- $145M
- Total assets Near avg plan size
- 971
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $149,397
- Avg per participant Above avg balance/head
Official DOL plan name: Cefcu Deferred Compensation Plan and Trust · Sponsored by Citizens Equity First Credit Union · Illinois · Finance & Insurance
$145M in assets, 971 participants
Citizens Equity First Credit Union's Cefcu Deferred Compensation Plan and Trust reported $145M in total assets and 971 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,572 in Finance & Insurance (8,549 peers)
Where Cefcu Deferred Compensation Plan and Trust sits by assets
Cefcu Deferred Compensation Plan and Trust sits in the top 10% of all filed plans by assets, $145M for 971 participants (~$149,397/participant), up 16.4% in 2024.
- #7,572
- in Finance & Insurance (8,549 peers)
- +16.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Cefcu Deferred Compensation Plan and Trust's outsized position by total assets
Cefcu Deferred Compensation Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$145,064,132 Top 7% higher than 93% 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
Cefcu Deferred Compensation Plan and Trust 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. Cefcu Deferred Compensation Plan and Trust sits mid-pack in the medium band (971 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cefcu Deferred Compensation Plan and Trust end-of-year assets rose from $125M in the plan year 2023 filing to $145M in the plan year 2024 filing.
- Cefcu Deferred Compensation Plan and Trust reported net income fell from $22M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Cefcu Deferred Compensation Plan and Trust reported participants rose from 943 in the plan year 2023 filing to 971 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 376028123 · Citizens Equity First Credit Union PY 2024 · 401(k)
Cefcu Deferred Compensation Plan and Trust · $145M · 971 · 93rd
- TYPE $145M
- TYPE 971
- TYPE 93rd
- TYPE 401(k)
- TYPE near Dewitt LLP Savings Plan & Trust
- TYPE ind #7572
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 Illinois →
Cefcu Deferred Compensation Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $125M |
|---|---|
| Net Assets (End of Year) | $145M |
| Net Income | $20M |
| Employer EIN | 376028123 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens Equity First Credit Union)
Sponsor-wide plan assets over time
All Citizens Equity First Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $354M 18.75501941466798% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,730 | $298M |
| 2023 | 2 | 1,770 | $326M |
| 2024 | 2 | 1,857 | $354M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
Cefcu Deferred Compensation Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Dewitt LLP Savings Plan & Trust in WI ($145M); by covered participants it is Intermed, P.a. 401(k) & Profit Sharing Plan in ME (971 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($145M here).
- Dewitt LLP Savings Plan & Trust (WI) $145M · 245
- Jack in the Box Inc. Easysaver Plus Plan (CA) $145M · 4,272
- Isuzu Companies' Savings Plan (CA) $145M · 540
- Navitus Health Solutions, LLC Retirement Plan (WI) $145M · 1,669
Similar participant headcount
Nearest other-state filings by covered participants (971 participants); asset peers above are excluded.
- Intermed, P.a. 401(k) & Profit Sharing Plan (ME) 971 · 0 off
- Ferring Pharmaceuticals Inc. 401(k) Savings Plan (NJ) 971 · 0 off
- Brookline Bancorp 401(k) Plan (MA) 971 · 0 off
- Synagro Technologies Inc. 401(k) Plan (MD) 971 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.