401(k) · DOL Form 5500 · 2024

Commonwealth Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
357
Participants Below avg headcount
70th
Percentile by assets National rank
$56,189
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Commonwealth Credit Union 401(k) Retirement Savings Plan · Sponsored by Commonwealth Credit Union, Inc. · Kentucky · Finance & Insurance

$20M in assets, 357 participants

Commonwealth Credit Union, Inc.'s Commonwealth Credit Union 401(k) Retirement Savings Plan reported $20M in total assets and 357 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.

  • #4,737 in Finance & Insurance (8,549 peers)

2024 asset change

Commonwealth Credit Union 401(k) Retirement Savings Plan grew sharply 17.8% in 2024 ($17M → $20M) for 357 participants.

#4,737
in Finance & Insurance (8,549 peers)
+17.8%
assets growth YoY

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

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

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

$20,059,467 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

Commonwealth 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. Commonwealth Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Commonwealth Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Commonwealth Credit Union 401(k) Retirement Savings Plan reported participants rose from 339 in the plan year 2023 filing to 357 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610671028 · Commonwealth Credit Union, Inc. PY 2024 · 401(k)

Commonwealth Credit Union 401(k) Retirement Savings Plan · $20M · 357 · 70th

  • SCH $20M
  • EBSA 357
  • PART 70th
  • TYPE 401(k)
  • NET near Delaware Elevator, Inc. Retirement Plan
  • BOOK ind #4737

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 Kentucky →

Commonwealth Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Commonwealth Credit Union 401(k) Retirement Savings PlanCommonwealth Credit Union 40…$20MDelaware Elevator, Inc. Retirement PlanDelaware Elevator, Inc. Reti…$20MAt&f 401(k) Plan$20MC. B. Management Co., Inc. Profit Sharing PlanC. B. Management Co., Inc. P…$20MRoyal Speedway, Inc. 401(k) Profit Sharing PlanRoyal Speedway, Inc. 401(k) …$20M
End-of-year total assets ($M) among Commonwealth Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Commonwealth Credit Union, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Commonwealth Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.7930531942596986% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $76.9M $79.1M ▲ +2.8%
Year Plans Participants Total Assets
2022 3 776 $77M
2023 3 815 $90M
2024 2 487 $79M

2024 asset-move particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN610671028
Plan Effective Date1997-08-28
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Commonwealth Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Commonwealth Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.020059467 · Participants: 357Commonwealth Credit Union 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Commonwealth Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Commonwealth Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Delaware Elevator, Inc. Retirement Plan in MD ($20M); by covered participants it is Cogency Global, Inc. 401(k) Plan in NY (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 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 Commonwealth Credit Union 401(k) Retirement Savings Plan assets move in 2024? ▼
Commonwealth Credit Union 401(k) Retirement Savings Plan grew sharply - up 17.8% during 2024, from $17M to $20M. Reported net income was $3M.
How have Commonwealth Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Credit Union, Inc.'s sponsor-wide assets grew 2.8%, from $77M to $79M.
Which 401(k) plans are similar in size to Commonwealth Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delaware Elevator, Inc. Retirement Plan in MD ($20M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Commonwealth Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogency Global, Inc. 401(k) Plan in NY (357 participants, $40M 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 610671028.

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.