401(k) · DOL Form 5500 · 2024

Interra Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
297
Participants Below avg headcount
81st
Percentile by assets National rank
$128,782
Avg per participant Near avg balance/head
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Official DOL plan name: Interra Credit Union 401(k) Plan and Trust · Sponsored by Interra Credit Union · Indiana · Finance & Insurance

$38M in assets, 297 participants

Interra Credit Union's Interra Credit Union 401(k) Plan and Trust reported $38M in total assets and 297 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.

  • #6,004 in Finance & Insurance (8,549 peers)

Where Interra Credit Union 401(k) Plan and Trust sits by assets

Interra Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $38M for 297 participants (~$128,782/participant), up 21.6% in 2024.

#6,004
in Finance & Insurance (8,549 peers)
+21.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

Interra Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$38,248,304 Top 19% higher than 81% 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

Interra 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. Interra Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Interra Credit Union 401(k) Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Interra Credit Union 401(k) Plan and Trust end-of-year assets rose from $31M in the plan year 2023 filing to $38M in the plan year 2024 filing.
  • Interra Credit Union 401(k) Plan and Trust reported participants rose from 278 in the plan year 2023 filing to 297 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 351082578 · Interra Credit Union PY 2024 · 401(k)

Interra Credit Union 401(k) Plan and Trust · $38M · 297 · 81st

  • BOOK $38M
  • VS-ST 297
  • BOY 81st
  • SCH 401(k)
  • EBSA near Jovia Financial Credit Union Capital Appreciation Plan
  • PART ind #6004

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 Indiana →

Interra Credit Union 401(k) Plan and Trust in the asset neighbourhood

Interra Credit Union 401(k) Plan and TrustInterra Credit Union 401(k) …$38MJovia Financial Credit Union Capital Appreciation PlanJovia Financial Credit Union…$38MMonterey Peninsula Radiological Medical Group, Inc. 401(k) PlanMonterey Peninsula Radiologi…$38MAirport Executives 401(k) PlanAirport Executives 401(k) Pl…$38MPetiq 401(k) Plan$38M
End-of-year total assets ($M) among Interra Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$38M
Net Income$7M
Employer EIN351082578
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interra Credit Union)

Sponsor-wide plan assets over time

All Interra Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$38M 47.45356259748751% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $38.3M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 275 $26M
2023 1 278 $31M
2024 1 297 $38M

Nearby 401(k) Plans in Indiana

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

Interra Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Interra Credit Union 401(k) Plan and Trust, Total assets ($B): 0.038248304 · Participants: 297Interra Credit Union 401(k) Plan and TrustThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Interra Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Interra Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Jovia Financial Credit Union Capital Appreciation Plan in NY ($38M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Interra Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Interra Credit Union 401(k) Plan and Trust grew sharply - up 21.6% during 2024, from $31M to $38M. Reported net income was $7M.
How have Interra Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interra Credit Union's sponsor-wide assets grew 47.5%, from $26M to $38M.
Where does Interra Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Interra Credit Union 401(k) Plan and Trust ranks in the 81st 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 Interra Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jovia Financial Credit Union Capital Appreciation Plan in NY ($38M, 525 participants).
Which 401(k) plans cover a similar participant headcount to Interra Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M 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 351082578.

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.