401(k) · DOL Form 5500 · 2024

Bank-Fund Staff Federal Credit Union 401(k) Plan

Data updated 2026-08-06

$101M
Total assets
348
Participants
91st
Percentile by assets
$290,130
Avg per participant
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Official DOL plan name: Bank-Fund Staff Federal Credit Union Employee Retirement Plan · Sponsored by Bank-Fund Staff Federal Credit Union · District of Columbia · Finance & Insurance

$101M in assets, 348 participants

Bank-Fund Staff Federal Credit Union's Bank-Fund Staff Federal Credit Union Employee Retirement Plan reported $101M in total assets and 348 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 116,472 plans)
  • #7,035 in Finance & Insurance (8,240 peers)

Coverage in District of Columbia

Bank-Fund Staff Federal Credit Union Employee Retirement Plan covers 348 participants in District of Columbia, about 23% of the average District of Columbia filer (state average ~1,541 per filing). Assets: $101M.

$101M
total plan assets (2024 EOY)
348
covered participants
91st
percentile by assets (of 116,472 plans)
$290,130
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bank-Fund Staff Federal Credit Union Employee Retirement Plan reported net income fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Bank-Fund Staff Federal Credit Union Employee Retirement Plan end-of-year assets rose from $88M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • Bank-Fund Staff Federal Credit Union Employee Retirement Plan reported participants rose from 338 in the plan year 2023 filing to 348 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
District of Columbia
Industry
Finance & Insurance

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,541 participants across 821 plans. Bank-Fund Staff Federal Credit Union Employee Retirement Plan reports 348 participants - about 23% of that state average ($101M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$101M
Net Income$13M
Employer EIN530209950
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bank-Fund Staff Federal Credit Union)

$60M$70M$80M$90M$100M$110M 202220232024 $71.7M $101M ▲ +40.8%
Total plan assets by year, all Bank-Fund Staff Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 1 346 $72M
2023 1 338 $88M
2024 1 348 $101M

Nearby 401(k) Plans in District of Columbia

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

Bank-Fund Staff Federal Credit Union Employee Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Bank-Fund Staff Federal Credit Union Employee Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Bank-Fund Staff Fede…Danaher Corporation …Geico 401(k) Savings…Federal National Mor…Finra Savings Plus P…Hogan Lovells US LLP…
Bank-Fund Staff Federal Credit Union Employee Retirement Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Bank-Fund Staff Federal Credit Union Emp… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Bank-Fund Staff Federal Credit Union Employee Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Bank-Fund Staff Federal Credit Union Employee Retirement Plan assets move in 2024? ▼
Bank-Fund Staff Federal Credit Union Employee Retirement Plan grew at a solid clip - up 14.5% during 2024, from $88M to $101M. Reported net income was $13M.
How have Bank-Fund Staff Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bank-Fund Staff Federal Credit Union's sponsor-wide assets grew 40.8%, from $72M to $101M.
Where does Bank-Fund Staff Federal Credit Union Employee Retirement Plan rank by assets among Form 5500 filers? ▼
Bank-Fund Staff Federal Credit Union Employee Retirement Plan ranks in the 91st percentile by end-of-year assets among 116,472 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 Bank-Fund Staff Federal Credit Union Employee Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Northeast Communications of Wi, Inc Dba Nsight in WI ($101M, 642 participants).

Next read for Bank-Fund Staff Federal Credit Union Emp…

Filing takeaways

Ways to act on Bank-Fund Staff Federal Credit Union Employee Retirement Plan's numbers.

  • By total assets, Bank-Fund Staff Federal Credit Union Employee Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
  • Bank-Fund Staff Federal Credit Union's sponsor-wide assets have grown 40.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 530209950.

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.