401(k) · DOL Form 5500 · 2024

Kemba Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
259
Participants Below avg headcount
74th
Percentile by assets National rank
$95,057
Avg per participant Below avg balance/head
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Official DOL plan name: Kemba Credit Union Profit Sharing 401(k) Plan and Trust · Sponsored by Kemba Credit Union, Inc. · Ohio · Finance & Insurance

$25M in assets, 259 participants

Kemba Credit Union, Inc.'s Kemba Credit Union Profit Sharing 401(k) Plan and Trust reported $25M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,144 in Finance & Insurance (8,549 peers)

Coverage in Ohio

Kemba Credit Union Profit Sharing 401(k) Plan and Trust covers 259 participants in Ohio, about 34% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#5,144
in Finance & Insurance (8,549 peers)
+21.5%
assets growth YoY

Kemba Credit Union Profit Sharing 401(k) Plan and Trust's outsized position by total assets

Kemba Credit Union Profit Sharing 401(k) Plan and Trust vs every filed plan by assets

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

$24,619,836 Top 26% higher than 74% 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

Kemba Credit Union Profit Sharing 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. Kemba Credit Union Profit Sharing 401(k) Plan and Trust sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kemba Credit Union Profit Sharing 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Kemba Credit Union Profit Sharing 401(k) Plan and Trust end-of-year assets rose from $20M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Kemba Credit Union Profit Sharing 401(k) Plan and Trust reported participants fell from 265 in the plan year 2023 filing to 259 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 316034125 · Kemba Credit Union, Inc. PY 2024 · 401(k)

Kemba Credit Union Profit Sharing 401(k) Plan and Trust · $25M · 259 · 74th

  • TYPE $25M
  • NET 259
  • BOOK 74th
  • VS-ST 401(k)
  • BOY near Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions
  • SCH ind #5144

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 Ohio →

Kemba Credit Union Profit Sharing 401(k) Plan and Trust in the asset neighbourhood

Kemba Credit Union Profit Sharing 401(k) Plan and TrustKemba Credit Union Profit Sh…$25MSecurity Bancshares Inc Employee Stock Ownership Plan with 401(k) ProvisionsSecurity Bancshares Inc Empl…$25MThe Arizona Center for Nature Conservation 401(k) PlanThe Arizona Center for Natur…$25MThe Csi Companies, Inc. 401(k) Profit Sharing Plan and TrustThe Csi Companies, Inc. 401(…$25MMurray Equipment, Inc 401(k) Salary Reduction Plan & TrustMurray Equipment, Inc 401(k)…$25M
End-of-year total assets ($M) among Kemba Credit Union Profit Sharing 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN316034125
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kemba Credit Union, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$25M 47.21383699696123% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $16.7M $24.6M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 244 $17M
2023 1 265 $20M
2024 1 259 $25M

Nearby 401(k) Plans in Ohio

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

Kemba Credit Union Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Kemba Credit Union Profit Sharing 401(k) Plan and Trust, Total assets ($B): 0.024619836 · Participants: 259Kemba Credit Union Profit Sharing 401(k) Plan and TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Kemba Credit Union Profit Sharing 401(k) Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Kemba Credit Union Profit Sharing 401(k) Plan and Trust side-by-side with 3 peers →

Kemba Credit Union Profit Sharing 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS ($25M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Kemba Credit Union Profit Sharing 401(k) Plan and Trust assets move in 2024? ▼
Kemba Credit Union Profit Sharing 401(k) Plan and Trust grew sharply - up 21.5% during 2024, from $20M to $25M. Reported net income was $4M.
How have Kemba Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kemba Credit Union, Inc.'s sponsor-wide assets grew 47.2%, from $17M to $25M.
Which 401(k) plans are similar in size to Kemba Credit Union Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Security Bancshares Inc Employee Stock Ownership Plan with 401(k) Provisions in KS ($25M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Kemba Credit Union Profit Sharing 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 participants, N/A 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 316034125.

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.