401(k) · DOL Form 5500 · 2024

Widget Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
115
Participants Small participant base
61st
Percentile by assets National rank
$112,750
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust · Sponsored by Widget Federal Credit Union · Pennsylvania · Finance & Insurance

$13M in assets, 115 participants

Widget Federal Credit Union's Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust reported $13M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,876 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust covers 115 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $13M.

#3,876
in Finance & Insurance (8,549 peers)
+22.5%
assets growth YoY

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust vs every filed plan by assets

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

$12,966,268 Top 39% higher than 61% 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

Widget Federal Credit Union D/B/a Widget Financial 401(k) 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. Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust reported participants rose from 110 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 250974214 · Widget Federal Credit Union PY 2024 · 401(k)

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust · $13M · 115 · 61st

  • EBSA $13M
  • PART 115
  • TYPE 61st
  • NET 401(k)
  • BOOK near Spectrum Associates 401(k) Plan
  • VS-ST ind #3876

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 Pennsylvania →

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust in the asset neighbourhood

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and TrustWidget Federal Credit Union …$13MSpectrum Associates 401(k) PlanSpectrum Associates 401(k) P…$13MDepository Trust Company of Delaware, LLC 401(k) Profit Sharing PlanDepository Trust Company of …$13MZai Lab US 401(k) Plan$13MHolmes Food, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN250974214
Plan Effective Date1999-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Widget Federal Credit Union)

Sponsor-wide plan assets over time

All Widget Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 56.52229756849822% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $8.28M $13M ▲ +56.6%
Year Plans Participants Total Assets
2022 1 107 $8M
2023 1 110 $11M
2024 1 115 $13M

Nearby 401(k) Plans in Pennsylvania

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

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust, Total assets ($B): 0.012966268 · Participants: 115Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and TrustComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust side-by-side with 3 peers →

Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Spectrum Associates 401(k) Plan in CT ($13M); by covered participants it is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust assets move in 2024? ▼
Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust grew sharply - up 22.5% during 2024, from $11M to $13M. Reported net income was $2M.
How have Widget Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Widget Federal Credit Union's sponsor-wide assets grew 56.5%, from $8M to $13M.
Which 401(k) plans are similar in size to Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Spectrum Associates 401(k) Plan in CT ($13M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Widget Federal Credit Union D/B/a Widget Financial 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dhillon Healthcare Group 401(k) Profit Sharing in CA (115 participants, $2M 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 250974214.

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.