401(k) · DOL Form 5500 · 2024

Mid-Hudson Valley Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
271
Participants Below avg headcount
79th
Percentile by assets National rank
$120,213
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mid-Hudson Valley Federal Credit Union 401(k) Plan · Sponsored by Mid-Hudson Valley Federal Credit Union · New York · Finance & Insurance

$33M in assets, 271 participants

Mid-Hudson Valley Federal Credit Union's Mid-Hudson Valley Federal Credit Union 401(k) Plan reported $33M in total assets and 271 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.

  • #5,684 in Finance & Insurance (8,549 peers)

Coverage in New York

Mid-Hudson Valley Federal Credit Union 401(k) Plan covers 271 participants in New York, about 34% of the average New York filer (state average ~798 per filing). Assets: $33M.

#5,684
in Finance & Insurance (8,549 peers)
+15.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Mid-Hudson Valley Federal Credit Union 401(k) Plan's outsized position by total assets

Mid-Hudson Valley Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$32,577,640 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

Mid-Hudson Valley Federal 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. Mid-Hudson Valley Federal Credit Union 401(k) Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Mid-Hudson Valley Federal Credit Union 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Mid-Hudson Valley Federal Credit Union 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Mid-Hudson Valley Federal Credit Union 401(k) Plan reported participants fell from 277 in the plan year 2023 filing to 271 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 141471539 · Mid-Hudson Valley Federal Credit Union PY 2024 · 401(k)

Mid-Hudson Valley Federal Credit Union 401(k) Plan · $33M · 271 · 79th

  • ASSETS $33M
  • PCT 271
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Jim's Formal Wear Inc 401(k) Profit Sharing Plan
  • IND ind #5684

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 York →

Mid-Hudson Valley Federal Credit Union 401(k) Plan in the asset neighbourhood

Mid-Hudson Valley Federal Credit Union 401(k) PlanMid-Hudson Valley Federal Cr…$33MJim's Formal Wear Inc 401(k) Profit Sharing PlanJim's Formal Wear Inc 401(k)…$33MMattson & Co. 401(k) Savings PlanMattson & Co. 401(k) Savings…$33MCorsa Coal Napp Division 401(k) Retirement Savings PlanCorsa Coal Napp Division 401…$33MSimon Roofing & Sheet Metal Corp 401(k) Profit SharingSimon Roofing & Sheet Metal …$33M
End-of-year total assets ($M) among Mid-Hudson Valley Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN141471539
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mid-Hudson Valley Federal Credit Union)

Sponsor-wide plan assets over time

All Mid-Hudson Valley Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 34.55480054481708% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $32.6M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 262 $24M
2023 1 277 $28M
2024 1 271 $33M

Nearby 401(k) Plans in New York

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

Mid-Hudson Valley Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Mid-Hudson Valley Federal Credit Union 401(k) Plan, Total assets ($B): 0.03257764 · Participants: 271Mid-Hudson Valley Federal Credit Union 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Mid-Hudson Valley Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Mid-Hudson Valley Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Mid-Hudson Valley Federal Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jim's Formal Wear Inc 401(k) Profit Sharing Plan in IL ($33M); by covered participants it is Action Rentals Holdings, LLC in FL (271 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Mid-Hudson Valley Federal Credit Union 401(k) Plan assets move in 2024? ▼
Mid-Hudson Valley Federal Credit Union 401(k) Plan grew sharply - up 15.2% during 2024, from $28M to $33M. Reported net income was $4M.
How have Mid-Hudson Valley Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mid-Hudson Valley Federal Credit Union's sponsor-wide assets grew 34.6%, from $24M to $33M.
Where does Mid-Hudson Valley Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Mid-Hudson Valley Federal 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 Mid-Hudson Valley Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jim's Formal Wear Inc 401(k) Profit Sharing Plan in IL ($33M, 425 participants).
Which 401(k) plans cover a similar participant headcount to Mid-Hudson Valley Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Action Rentals Holdings, LLC in FL (271 participants, $509K 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 141471539.

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.