401(k) · DOL Form 5500 · 2024

Bellwether Community Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
81
Participants Small participant base
70th
Percentile by assets National rank
$239,893
Avg per participant Above avg balance/head
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Official DOL plan name: Bellwether Community Credit Union 401(k) Plan · Sponsored by Bellwether Community Credit Union · New Hampshire · Finance & Insurance

$19M in assets, 81 participants

Bellwether Community Credit Union's Bellwether Community Credit Union 401(k) Plan reported $19M in total assets and 81 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.

  • #4,661 in Finance & Insurance (8,549 peers)

Bellwether Community Credit Union multi-year trail

Bellwether Community Credit Union's plans moved +13.8% in assets from 2022 to 2024; this filing shows Bellwether Community Credit Union 401(k) Plan at $19M / 81 participants.

#4,661
in Finance & Insurance (8,549 peers)
-2.1%
assets change YoY

The plan reported a net loss of $410K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bellwether Community Credit Union 401(k) Plan's outsized position by total assets

Bellwether Community Credit Union 401(k) Plan vs every filed plan by assets

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

$19,431,329 Top 30% higher than 70% 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

Bellwether Community Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bellwether Community Credit Union 401(k) Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellwether Community Credit Union 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$410K in the plan year 2024 filing.
  • Bellwether Community Credit Union 401(k) Plan reported participants fell from 89 in the plan year 2023 filing to 81 in the plan year 2024 filing.
  • Bellwether Community Credit Union 401(k) Plan end-of-year assets fell from $20M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 020196520 · Bellwether Community Credit Union PY 2024 · 401(k)

Bellwether Community Credit Union 401(k) Plan · $19M · 81 · 70th

  • ASSETS $19M
  • PCT 81
  • EIN 70th
  • RANK 401(k)
  • PHOTO near The First Northern Bank & Trust 401(k) Plan
  • IND ind #4661

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 Hampshire →

Bellwether Community Credit Union 401(k) Plan in the asset neighbourhood

Bellwether Community Credit Union 401(k) PlanBellwether Community Credit …$19MThe First Northern Bank & Trust 401(k) PlanThe First Northern Bank & Tr…$19MAnderson Group Inc. Profit Sharing Plan and TrustAnderson Group Inc. Profit S…$19MMichael F. Ronca & Sons, Inc. 401(k) PlanMichael F. Ronca & Sons, Inc…$19MRegent Holding Company, LLC 401(k) PlanRegent Holding Company, LLC …$19M
End-of-year total assets ($M) among Bellwether Community Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bellwether Community Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Bellwether Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$19M 13.756166664159089% vs 2022
2024 filing year
$16M$17M$18M$19M$20M$21M 202220232024 $17.1M $19.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 91 $17M
2023 1 89 $20M
2024 1 81 $19M

Bellwether Community Credit Union filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$19M
Net Income-$410K
Employer EIN020196520
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Hampshire

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

Bellwether Community Credit Union 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -2000200400600800 Total assets ($M) Participants Bellwether Community Credit Union 401(k) Plan, Total assets ($M): 19.431329 · Participants: 81Bellwether Community Credit Union 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Bellwether Community Credit Union 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Bellwether Community Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is The First Northern Bank & Trust 401(k) Plan in PA ($19M); by covered participants it is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Bellwether Community Credit Union 401(k) Plan assets move in 2024? ▼
Bellwether Community Credit Union 401(k) Plan edged down modestly - down 2.1% during 2024, from $20M to $19M. Reported net income was -$410K.
How have Bellwether Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellwether Community Credit Union's sponsor-wide assets grew 13.8%, from $17M to $19M.
Which 401(k) plans are similar in size to Bellwether Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The First Northern Bank & Trust 401(k) Plan in PA ($19M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Bellwether Community Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dalene Hardwood Flooring Co., Inc. Employees' 401(k) Ps Plan in CT (81 participants, $9M 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 020196520.

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.