401(k) · DOL Form 5500 · 2024
Dort Financial Credit Union 401(k) Plan
Data updated 2026-08-25
- $39M
- Total assets Below avg plan size
- 328
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $117,705
- Avg per participant Below avg balance/head
Official DOL plan name: Dort Financial Credit Union Employees Deferred Compensation Plan · Sponsored by Dort Financial Credit Union · Michigan · Finance & Insurance
$39M in assets, 328 participants
Dort Financial Credit Union's Dort Financial Credit Union Employees Deferred Compensation Plan reported $39M in total assets and 328 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #6,025 in Finance & Insurance (8,549 peers)
Where Dort Financial Credit Union Employees Deferred Compensation Plan sits by assets
Dort Financial Credit Union Employees Deferred Compensation Plan sits in the top quartile of all filed plans by assets, $39M for 328 participants (~$117,705/participant), up 27.1% in 2024.
- #6,025
- in Finance & Insurance (8,549 peers)
- +27.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Dort Financial Credit Union Employees Deferred Compensation Plan's outsized position by total assets
Dort Financial Credit Union Employees Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$38,607,252 Top 19% higher than 81% 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
Dort Financial Credit Union Employees Deferred Compensation 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. Dort Financial Credit Union Employees Deferred Compensation Plan sits mid-pack in the medium band (328 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dort Financial Credit Union Employees Deferred Compensation Plan reported net income rose from $3M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Dort Financial Credit Union Employees Deferred Compensation Plan reported participants rose from 254 in the plan year 2023 filing to 328 in the plan year 2024 filing.
- Dort Financial Credit Union Employees Deferred Compensation Plan end-of-year assets rose from $30M in the plan year 2023 filing to $39M in the plan year 2024 filing.
DOL schedule card
Filing strip 381440283 · Dort Financial Credit Union PY 2024 · 401(k)
Dort Financial Credit Union Employees Deferred Compensation Plan · $39M · 328 · 81st
- ASSETS $39M
- PCT 328
- EIN 81st
- RANK 401(k)
- PHOTO near Pmi Mortgage Insurance Co. Savings and Profit Sharing Plan
- IND ind #6025
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 Michigan →
Dort Financial Credit Union Employees Deferred Compensation Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $8M |
| Employer EIN | 381440283 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dort Financial Credit Union)
Sponsor-wide plan assets over time
All Dort Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $39M 41.35260825475244% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 216 | $27M |
| 2023 | 1 | 254 | $30M |
| 2024 | 1 | 328 | $39M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Dort Financial Credit Union Employees Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is Pmi Mortgage Insurance Co. Savings and Profit Sharing Plan in CA ($39M); by covered participants it is Viking Cloud 401(k) Plan in IL (328 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($39M here).
- Pmi Mortgage Insurance Co. Savings and Profit Sharing Plan (CA) $39M · 8
- The Rva Plan (OK) $39M · 608
- Ornua North America 401(k) Plan (IL) $39M · 822
- Memphis Obstetrics & Gynecological Assoc P.C. 401(k) Plan (TN) $39M · 189
Similar participant headcount
Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.
- Viking Cloud 401(k) Plan (IL) 328 · 0 off
- Liscio's Italian Bakery 401(k) Plan (NJ) 328 · 0 off
- Vivex Biologics, Inc. 401(k) Profit Sharing Plan (GA) 328 · 0 off
- Verve Retirement Plan (WI) 328 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.