401(k) · DOL Form 5500 · 2024

Sikorsky Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
120
Participants Small participant base
74th
Percentile by assets National rank
$205,281
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Sikorsky Financial Credit Union 401(k) Savings Plan · Sponsored by Sikorsky Financial Credit Union · Connecticut · Finance & Insurance

$25M in assets, 120 participants

Sikorsky Financial Credit Union's Sikorsky Financial Credit Union 401(k) Savings Plan reported $25M in total assets and 120 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.

  • #5,146 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Sikorsky Financial Credit Union 401(k) Savings Plan covers 120 participants in Connecticut, about 17% of the average Connecticut filer (state average ~718 per filing). Assets: $25M.

#5,146
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY

Sikorsky Financial Credit Union 401(k) Savings Plan's outsized position by total assets

Sikorsky Financial Credit Union 401(k) Savings Plan vs every filed plan by assets

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

$24,633,766 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

Sikorsky Financial Credit Union 401(k) Savings 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. Sikorsky Financial Credit Union 401(k) Savings Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sikorsky Financial Credit Union 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Sikorsky Financial Credit Union 401(k) Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 060634736 · Sikorsky Financial Credit Union PY 2024 · 401(k)

Sikorsky Financial Credit Union 401(k) Savings Plan · $25M · 120 · 74th

  • EOY $25M
  • 5500 120
  • ASSETS 74th
  • PCT 401(k)
  • EIN near Resource Systems Group, Inc. 401(k) Plan
  • RANK ind #5146

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 Connecticut →

Sikorsky Financial Credit Union 401(k) Savings Plan in the asset neighbourhood

Nations Lending 401(k) Plan$25MSikorsky Financial Credit Union 401(k) Savings PlanSikorsky Financial Credit Un…$25MResource Systems Group, Inc. 401(k) PlanResource Systems Group, Inc.…$25MPoclain Hydraulics, Inc. Savings & Retirement PlanPoclain Hydraulics, Inc. Sav…$25MCitizens National Bank 401(k) Profit Sharing PlanCitizens National Bank 401(k…$25M
End-of-year total assets ($M) among Sikorsky Financial Credit Union 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN060634736
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sikorsky Financial Credit Union)

Sponsor-wide plan assets over time

All Sikorsky Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 18.205884994955785% vs 2022
2024 filing year
$20M$22M$24M$26M 202220232024 $20.8M $24.6M ▲ +18.2%
Year Plans Participants Total Assets
2022 1 108 $21M
2023 1 121 $23M
2024 1 120 $25M

Nearby 401(k) Plans in Connecticut

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

Sikorsky Financial Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Sikorsky Financial Credit Union 401(k) Savings Plan, Total assets ($B): 0.024633766 · Participants: 120Sikorsky Financial Credit Union 401(k) Savings PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Sikorsky Financial Credit Union 401(k) Savings Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Sikorsky Financial Credit Union 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Resource Systems Group, Inc. 401(k) Plan in VT ($25M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 Sikorsky Financial Credit Union 401(k) Savings Plan assets move in 2024? ▼
Sikorsky Financial Credit Union 401(k) Savings Plan grew at a solid clip - up 6.3% during 2024, from $23M to $25M. Reported net income was $1M.
How have Sikorsky Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sikorsky Financial Credit Union's sponsor-wide assets grew 18.2%, from $21M to $25M.
Which 401(k) plans are similar in size to Sikorsky Financial Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resource Systems Group, Inc. 401(k) Plan in VT ($25M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Sikorsky Financial Credit Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 060634736.

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.