401(k) · DOL Form 5500 · 2024

Marion & Polk Schools Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
313
Participants Below avg headcount
79th
Percentile by assets National rank
$106,009
Avg per participant Below avg balance/head
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Official DOL plan name: Marion and Polk Schools Credit Union 401(k) Plan · Sponsored by Marion & Polk Schools Credit Union · Oregon · Finance & Insurance

$33M in assets, 313 participants

Marion & Polk Schools Credit Union's Marion and Polk Schools Credit Union 401(k) Plan reported $33M in total assets and 313 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,717 in Finance & Insurance (8,549 peers)

Where Marion and Polk Schools Credit Union 401(k) Plan sits by assets

Marion and Polk Schools Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $33M for 313 participants (~$106,009/participant), up 12.9% in 2024.

#5,717
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Marion and Polk Schools Credit Union 401(k) Plan's outsized position by total assets

Marion and Polk Schools Credit Union 401(k) Plan vs every filed plan by assets

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

$33,180,692 Top 21% higher than 79% 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

Marion and Polk Schools 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. Marion and Polk Schools Credit Union 401(k) Plan sits mid-pack in the medium band (313 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marion and Polk Schools Credit Union 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Marion and Polk Schools Credit Union 401(k) Plan end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Marion and Polk Schools Credit Union 401(k) Plan reported participants rose from 299 in the plan year 2023 filing to 313 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 930465543 · Marion & Polk Schools Credit Union PY 2024 · 401(k)

Marion and Polk Schools Credit Union 401(k) Plan · $33M · 313 · 79th

  • ASSETS $33M
  • PCT 313
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust
  • IND ind #5717

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 Oregon →

Marion and Polk Schools Credit Union 401(k) Plan in the asset neighbourhood

Marion and Polk Schools Credit Union 401(k) PlanMarion and Polk Schools Cred…$33MIowa Bankers Insurance & Services, Inc. 401(k) Plan & TrustIowa Bankers Insurance & Ser…$33MMission Lane 401(k) Plan$33MCity Brewing Company Salaried 401(k) PlanCity Brewing Company Salarie…$33MQualifacts Systems 401(k) PlanQualifacts Systems 401(k) Pl…$33M
End-of-year total assets ($M) among Marion and Polk Schools Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN930465543
Plan Effective Date1999-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marion & Polk Schools Credit Union)

Sponsor-wide plan assets over time

All Marion & Polk Schools Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 41.40218694931059% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.5M $33.2M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 277 $23M
2023 1 299 $29M
2024 1 313 $33M

Nearby 401(k) Plans in Oregon

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

Marion and Polk Schools Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Marion and Polk Schools Credit Union 401(k) Plan, Total assets ($B): 0.033180692 · Participants: 313Marion and Polk Schools Credit Union 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Marion and Polk Schools Credit Union 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Marion and Polk Schools Credit Union 401(k) Plan side-by-side with 3 peers →

Marion and Polk Schools Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust in IA ($33M); by covered participants it is 403(b) Thrift Plan of Waypoint in NH (313 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Marion and Polk Schools Credit Union 401(k) Plan assets move in 2024? ▼
Marion and Polk Schools Credit Union 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $29M to $33M. Reported net income was $4M.
How have Marion & Polk Schools Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marion & Polk Schools Credit Union's sponsor-wide assets grew 41.4%, from $23M to $33M.
Where does Marion and Polk Schools Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Marion and Polk Schools Credit Union 401(k) Plan ranks in the 79th 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 Marion and Polk Schools Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Iowa Bankers Insurance & Services, Inc. 401(k) Plan & Trust in IA ($33M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Marion and Polk Schools Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Thrift Plan of Waypoint in NH (313 participants, $10M 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 930465543.

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.