401(k) · DOL Form 5500 · 2024

Numerica Credit Union 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
660
Participants Below avg headcount
89th
Percentile by assets National rank
$133,213
Avg per participant Near avg balance/head
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Official DOL plan name: Numerica Credit Union Retirement Plan · Sponsored by Numerica Credit Union · Washington · Finance & Insurance

$88M in assets, 660 participants

Numerica Credit Union's Numerica Credit Union Retirement Plan reported $88M in total assets and 660 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,154 in Finance & Insurance (8,549 peers)

Coverage in Washington

Numerica Credit Union Retirement Plan covers 660 participants in Washington, about 45% of the average Washington filer (state average ~1,476 per filing). Assets: $88M.

#7,154
in Finance & Insurance (8,549 peers)
+23.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Numerica Credit Union Retirement Plan's outsized position by total assets

Numerica Credit Union Retirement Plan vs every filed plan by assets

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

$87,920,359 Top 11% higher than 89% 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

Numerica Credit Union Retirement 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. Numerica Credit Union Retirement Plan sits mid-pack in the medium band (660 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Numerica Credit Union Retirement Plan end-of-year assets rose from $71M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Numerica Credit Union Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Numerica Credit Union Retirement Plan reported participants fell from 675 in the plan year 2023 filing to 660 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 910863377 · Numerica Credit Union PY 2024 · 401(k)

Numerica Credit Union Retirement Plan · $88M · 660 · 89th

  • ASSETS $88M
  • PCT 660
  • EIN 89th
  • RANK 401(k)
  • PHOTO near Solmax Geosynthetics 401(k) Plan
  • IND ind #7154

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 Washington →

Numerica Credit Union Retirement Plan in the asset neighbourhood

Earl Swensson Associates, Inc. Savings &Earl Swensson Associates, In…$88MOliff PLC Profit Sharing Plan$88MNumerica Credit Union Retirement PlanNumerica Credit Union Retire…$88MSolmax Geosynthetics 401(k) PlanSolmax Geosynthetics 401(k) …$88MMitsubishi Ufj Trust and Banking Corporation Retirement and Savings PlanMitsubishi Ufj Trust and Ban…$88M
End-of-year total assets ($M) among Numerica Credit Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$88M
Net Income$17M
Employer EIN910863377
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Numerica Credit Union)

Sponsor-wide plan assets over time

All Numerica Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 56.697146679942854% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.1M $87.9M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 650 $56M
2023 1 675 $71M
2024 1 660 $88M

Nearby 401(k) Plans in Washington

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

Numerica Credit Union Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Numerica Credit Union Retirement Plan, Total assets ($B): 0.087920359 · Participants: 660Numerica Credit Union Retirement PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Numerica Credit Union Retirement Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Numerica Credit Union Retirement Plan side-by-side with 3 peers →

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

Outside Washington, the nearest 401(k) by assets is Solmax Geosynthetics 401(k) Plan in GA ($88M); by covered participants it is Liberated Brands, LLC 401(k) Plan in CA (660 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (660 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 Numerica Credit Union Retirement Plan assets move in 2024? ▼
Numerica Credit Union Retirement Plan grew sharply - up 23.7% during 2024, from $71M to $88M. Reported net income was $17M.
How have Numerica Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Numerica Credit Union's sponsor-wide assets grew 56.7%, from $56M to $88M.
Where does Numerica Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Numerica Credit Union Retirement Plan ranks in the 89th 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 Numerica Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Solmax Geosynthetics 401(k) Plan in GA ($88M, 470 participants).
Which 401(k) plans cover a similar participant headcount to Numerica Credit Union Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberated Brands, LLC 401(k) Plan in CA (660 participants, $31M 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 910863377.

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.