401(k) · DOL Form 5500 · 2024
Capital Educators Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $36,762
- Avg per participant Low balance/head
Official DOL plan name: Capital Educators Federal Credit Union 401(k) Plan and Trust · Sponsored by Capital Educators Federal Credit Union · Idaho · Finance & Insurance
$11M in assets, 287 participants
Capital Educators Federal Credit Union's Capital Educators Federal Credit Union 401(k) Plan and Trust reported $11M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,487 in Finance & Insurance (8,549 peers)
Capital Educators Federal Credit Union multi-year trail
Capital Educators Federal Credit Union's plans moved +41.0% in assets from 2022 to 2024; this filing shows Capital Educators Federal Credit Union 401(k) Plan and Trust at $11M / 287 participants.
- #3,487
- in Finance & Insurance (8,549 peers)
- +27.0%
- assets growth YoY
Capital Educators Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Capital Educators Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,550,776 Top 43% higher than 57% 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
Capital Educators Federal Credit Union 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. Capital Educators Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Capital Educators Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Capital Educators Federal Credit Union 401(k) Plan and Trust reported participants rose from 272 in the plan year 2023 filing to 287 in the plan year 2024 filing.
- Capital Educators Federal Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 820212120 · Capital Educators Federal Credit Union PY 2024 · 401(k)
Capital Educators Federal Credit Union 401(k) Plan and Trust · $11M · 287 · 57th
- TYPE $11M
- TYPE 287
- TYPE 57th
- TYPE 401(k)
- TYPE near Kensington Investment Company, Inc. 401(k) Plan
- TYPE ind #3487
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 Idaho →
Capital Educators Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Capital Educators Federal Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Capital Educators Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 40.979362056823824% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 478 | $36M |
| 2023 | 2 | 527 | $45M |
| 2024 | 2 | 562 | $51M |
Capital Educators Federal Credit Union filing trail (2024)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 820212120 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Idaho
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Micron Technology Inc. Retirement at Micron (Ram) Plan $3.7B · 8,598
- Idaho National Laboratory Employee Investment Plan $2.5B · 6,632
- Simplot Retirement Savings Plan $1.6B · 9,012
- Idaho Power Company Employee Savings Plan $890M · 2,119
- Boise Cascade Company Savings Plan $740M · 3,902
Capital Educators Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Idaho, the nearest 401(k) by assets is Kensington Investment Company, Inc. 401(k) Plan in MA ($11M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.