401(k) · DOL Form 5500 · 2024

Connexus Credit Union 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
737
Participants Near avg headcount
85th
Percentile by assets National rank
$73,592
Avg per participant Below avg balance/head
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Official DOL plan name: Connexus Credit Union 401(k) Plan · Sponsored by Connexus Credit Union · Wisconsin · Finance & Insurance

$54M in assets, 737 participants

Connexus Credit Union's Connexus Credit Union 401(k) Plan reported $54M in total assets and 737 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,573 in Finance & Insurance (8,549 peers)

Where Connexus Credit Union 401(k) Plan sits by assets

Connexus Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 737 participants (~$73,592/participant), up 31.5% in 2024.

#6,573
in Finance & Insurance (8,549 peers)
+31.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Connexus Credit Union 401(k) Plan's outsized position by total assets

Connexus Credit Union 401(k) Plan vs every filed plan by assets

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

$54,237,408 Top 15% higher than 85% 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

Connexus Credit Union 401(k) 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. Connexus Credit Union 401(k) Plan sits mid-pack in the medium band (737 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Connexus Credit Union 401(k) Plan end-of-year assets rose from $41M in the plan year 2023 filing to $54M in the plan year 2024 filing.
  • Connexus Credit Union 401(k) Plan reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Connexus Credit Union 401(k) Plan reported participants rose from 654 in the plan year 2023 filing to 737 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 390263945 · Connexus Credit Union PY 2024 · 401(k)

Connexus Credit Union 401(k) Plan · $54M · 737 · 85th

  • EIN $54M
  • RANK 737
  • PHOTO 85th
  • IND 401(k)
  • EOY near Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan
  • 5500 ind #6573

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 Wisconsin →

Connexus Credit Union 401(k) Plan in the asset neighbourhood

Connexus Credit Union 401(k) PlanConnexus Credit Union 401(k)…$54MRbm of Atlanta, Inc. Salary Deferral 401(k) PlanRbm of Atlanta, Inc. Salary …$54MKidney Specialists of Minnesota, P.a. 401(k) PlanKidney Specialists of Minnes…$54MLydig Construction, Inc. 401(k) PlanLydig Construction, Inc. 401…$54MHarborstone Credit Union Employee Retirement Savings PlanHarborstone Credit Union Emp…$54M
End-of-year total assets ($M) among Connexus Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$54M
Net Income$10M
Employer EIN390263945
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Connexus Credit Union)

Sponsor-wide plan assets over time

All Connexus Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$54M 64.18494489536751% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $33M $54.2M ▲ +64.2%
Year Plans Participants Total Assets
2022 1 590 $33M
2023 1 654 $41M
2024 1 737 $54M

Nearby 401(k) Plans in Wisconsin

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

Connexus Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Connexus Credit Union 401(k) Plan, Total assets ($B): 0.054237408 · Participants: 737Connexus Credit Union 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Connexus Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Connexus Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan in GA ($54M); by covered participants it is Rally House/Sampler Stores, Inc. 401(k) Plan in KS (737 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (737 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 Connexus Credit Union 401(k) Plan assets move in 2024? ▼
Connexus Credit Union 401(k) Plan surged - up 31.5% during 2024, from $41M to $54M. Reported net income was $10M.
How have Connexus Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Connexus Credit Union's sponsor-wide assets grew 64.2%, from $33M to $54M.
Where does Connexus Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Connexus Credit Union 401(k) Plan ranks in the 85th 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 Connexus Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rbm of Atlanta, Inc. Salary Deferral 401(k) Plan in GA ($54M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Connexus Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rally House/Sampler Stores, Inc. 401(k) Plan in KS (737 participants, $6M 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 390263945.

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.