401(k) · DOL Form 5500 · 2024

Chartway Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size: 550
Participants Below avg headcount: 83rd
Percentile by assets National rank: $81,404
Avg per participant Below avg balance/head

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Official DOL plan name: Chartway Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by Chartway Federal Credit Union · Virginia · Finance & Insurance

$45M in assets, 550 participants

Chartway Federal Credit Union's Chartway Federal Credit Union 401(k) Retirement Savings Plan reported $45M in total assets and 550 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

#6,278 in Finance & Insurance (8,549 peers)

Where Chartway Federal Credit Union 401(k) Retirement Savings Plan sits by assets

Chartway Federal Credit Union 401(k) Retirement Savings Plan sits in the top quartile of all filed plans by assets, $45M for 550 participants (~$81,404/participant), up 17.0% in 2024.

#6,278
in Finance & Insurance (8,549 peers): +17.0%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Chartway Federal Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Chartway Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$44,771,943 Top 17% higher than 83% 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

Chartway Federal Credit Union 401(k) Retirement Savings 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. Chartway Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (550 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Chartway Federal Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2023 filing to $45M in the plan year 2024 filing.
Chartway Federal Credit Union 401(k) Retirement Savings Plan reported participants rose from 540 in the plan year 2023 filing to 550 in the plan year 2024 filing.
Chartway Federal Credit Union 401(k) Retirement Savings Plan reported net income fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 540674620 · Chartway Federal Credit Union PY 2024 · 401(k)

Chartway Federal Credit Union 401(k) Retirement Savings Plan · $45M · 550 · 83rd

5500 $45M
ASSETS 550
PCT 83rd
EIN 401(k)
RANK near Holt Logistics Corp. 401(k) Plan
PHOTO ind #6278

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 Virginia →

End-of-year total assets ($M) among Chartway Federal Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$45M
Net Income	$7M
Employer EIN	540674620
Plan Effective Date	1989-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Chartway Federal Credit Union)

Latest sponsor-wide plan assets: $45M 41.53626027227461% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	507	$32M
2023	1	540	$38M
2024	1	550	$45M

Nearby 401(k) Plans in Virginia

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

Chartway Federal Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

Northrop Grumman Savings Plan $39.5B · 104,719
401(k) Pension Plan $16.8B · 62,869
General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
Leidos, Inc. Retirement Plan $11.8B · 29,734

Compare Chartway Federal Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Chartway Federal Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Holt Logistics Corp. 401(k) Plan in NJ ($45M); by covered participants it is Challenge Unlimited 401(k) Plan in IL (550 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($45M here).

Holt Logistics Corp. 401(k) Plan (NJ) $45M · 406
Big C Lumber Co., Inc. Profit Sharing Plan (IN) $45M · 316
The Phoenix Forge Group 401(k) Savings Plan (PA) $45M · 323
Citizens Bank of Las Cruces Employee Stock Ownership & Profit Sharing Plan (NM) $45M · 111

Similar participant headcount

Nearest other-state filings by covered participants (550 participants); asset peers above are excluded.

Challenge Unlimited 401(k) Plan (IL) 550 · 0 off
Lda Management Company, Inc. 401(k) Plan (TX) 550 · 0 off
Belmar Companies 401(k) Plan (CO) 550 · 0 off
Sunmed LLC 401(k) Plan (MI) 550 · 0 off

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 Chartway Federal Credit Union 401(k) Retirement Savings Plan assets move in 2024? ▼

Chartway Federal Credit Union 401(k) Retirement Savings Plan grew sharply - up 17.0% during 2024, from $38M to $45M. Reported net income was $7M.

How have Chartway Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Chartway Federal Credit Union's sponsor-wide assets grew 41.5%, from $32M to $45M.

Where does Chartway Federal Credit Union 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Chartway Federal Credit Union 401(k) Retirement Savings Plan ranks in the 83rd 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 Chartway Federal Credit Union 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Holt Logistics Corp. 401(k) Plan in NJ ($45M, 406 participants).

Which 401(k) plans cover a similar participant headcount to Chartway Federal Credit Union 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Challenge Unlimited 401(k) Plan in IL (550 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 540674620.