401(k) · DOL Form 5500 · 2024

Secu Credit Union 401(k) Plan

Data updated 2026-08-25

$117M
Total assets Near avg plan size
1,199
Participants Near avg headcount
92nd
Percentile by assets National rank
$97,415
Avg per participant Below avg balance/head
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Official DOL plan name: Secu/S3 401(k) Retirement Plan · Sponsored by Secu Credit Union · Maryland · Finance & Insurance

$117M in assets, 1,199 participants

Secu Credit Union's Secu/S3 401(k) Retirement Plan reported $117M in total assets and 1,199 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,416 in Finance & Insurance (8,549 peers)

Where Secu/S3 401(k) Retirement Plan sits by assets

Secu/S3 401(k) Retirement Plan sits in the top 10% of all filed plans by assets, $117M for 1,199 participants (~$97,415/participant), up 16.7% in 2024.

#7,416
in Finance & Insurance (8,549 peers)
+16.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Secu/S3 401(k) Retirement Plan's outsized position by total assets

Secu/S3 401(k) Retirement Plan vs every filed plan by assets

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

$116,800,813 Top 8% higher than 92% 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

Secu/S3 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Secu/S3 401(k) Retirement Plan lands in the large band (1,199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Secu/S3 401(k) Retirement Plan end-of-year assets rose from $100M in the plan year 2023 filing to $117M in the plan year 2024 filing.
  • Secu/S3 401(k) Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Secu/S3 401(k) Retirement Plan reported participants fell from 1,272 in the plan year 2023 filing to 1,199 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520627114 · Secu Credit Union PY 2024 · 401(k)

Secu/S3 401(k) Retirement Plan · $117M · 1,199 · 92nd

  • BOY $117M
  • BOY 1,199
  • BOY 92nd
  • BOY 401(k)
  • BOY near Marek Brothers Family of Companies Profit Sharing Plan & Trust
  • BOY ind #7416

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 Maryland →

Secu/S3 401(k) Retirement Plan in the asset neighbourhood

Aldridge Group, LLC 401(k) Retirement PlanAldridge Group, LLC 401(k) R…$117MLake Regional Health System Employees' Retirement PlanLake Regional Health System …$117MSecu/S3 401(k) Retirement PlanSecu/S3 401(k) Retirement Pl…$117MMarek Brothers Family of Companies Profit Sharing Plan & TrustMarek Brothers Family of Com…$117MWd-40 Company Profit Sharing/401(k) PlanWd-40 Company Profit Sharing…$117M
End-of-year total assets ($M) among Secu/S3 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$100M
Net Assets (End of Year)$117M
Net Income$17M
Employer EIN520627114
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Secu Credit Union)

Sponsor-wide plan assets over time

All Secu Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$117M 43.207108221704395% vs 2022
2024 filing year
$60M$80M$100M$120M$140M 202220232024 $81.6M $117M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 1,146 $82M
2023 1 1,272 $100M
2024 1 1,199 $117M

Nearby 401(k) Plans in Maryland

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

Secu/S3 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Secu/S3 401(k) Retirement Plan, Total assets ($B): 0.116800813 · Participants: 1199Secu/S3 401(k) Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Secu/S3 401(k) Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Secu/S3 401(k) Retirement Plan side-by-side with 3 peers →

Secu/S3 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Marek Brothers Family of Companies Profit Sharing Plan & Trust in TX ($117M); by covered participants it is Bluestar Resort & Golf 401(k) Retirement Plan in CA (1,199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,199 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 Secu/S3 401(k) Retirement Plan assets move in 2024? ▼
Secu/S3 401(k) Retirement Plan grew sharply - up 16.7% during 2024, from $100M to $117M. Reported net income was $17M.
How have Secu Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Secu Credit Union's sponsor-wide assets grew 43.2%, from $82M to $117M.
Where does Secu/S3 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Secu/S3 401(k) Retirement Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Secu/S3 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marek Brothers Family of Companies Profit Sharing Plan & Trust in TX ($117M, 1,311 participants).
Which 401(k) plans cover a similar participant headcount to Secu/S3 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bluestar Resort & Golf 401(k) Retirement Plan in CA (1,199 participants, $12M 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 520627114.

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.