401(k) · DOL Form 5500 · 2024

Credit Union National Association, Inc. 401(k) Plan

Data updated 2026-08-25

$147M
Total assets Near avg plan size
255
Participants Below avg headcount
93rd
Percentile by assets National rank
$575,170
Avg per participant High balance/head
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Official DOL plan name: Credit Union National Association, Inc. 401(k) Plan · Sponsored by Credit Union National Association, Inc. · Wisconsin · Finance & Insurance

$147M in assets, 255 participants

Credit Union National Association, Inc.'s Credit Union National Association, Inc. 401(k) Plan reported $147M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,585 in Finance & Insurance (8,549 peers)

Coverage in Wisconsin

Credit Union National Association, Inc. 401(k) Plan covers 255 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $147M.

#7,585
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Credit Union National Association, Inc. 401(k) Plan's outsized position by total assets

Credit Union National Association, Inc. 401(k) Plan vs every filed plan by assets

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

$146,668,247 Top 7% higher than 93% 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

Credit Union National Association, Inc. 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. Credit Union National Association, Inc. 401(k) Plan sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Credit Union National Association, Inc. 401(k) Plan reported net income fell from $16M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
  • Credit Union National Association, Inc. 401(k) Plan end-of-year assets rose from $127M in the plan year 2023 filing to $147M in the plan year 2024 filing.
  • Credit Union National Association, Inc. 401(k) Plan reported participants rose from 246 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 237065623 · Credit Union National Association, Inc. PY 2024 · 401(k)

Credit Union National Association, Inc. 401(k) Plan · $147M · 255 · 93rd

  • BOY $147M
  • SCH 255
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Medvet, Inc. Employees Savings Trust
  • NET ind #7585

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 →

Credit Union National Association, Inc. 401(k) Plan in the asset neighbourhood

Credit Union National Association, Inc. 401(k) PlanCredit Union National Associ…$147MMedvet, Inc. Employees Savings TrustMedvet, Inc. Employees Savin…$147MMedical Group of Beverly Hills, Inc. 401(k) Profit Sharing PlanMedical Group of Beverly Hil…$147MOrion Advisor Solutions, Inc. 401(k) PlanOrion Advisor Solutions, Inc…$147MBrose North America, Inc. 401(k) Profit Sharing Plan and TrustBrose North America, Inc. 40…$147M
End-of-year total assets ($M) among Credit Union National Association, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$127M
Net Assets (End of Year)$147M
Net Income-$3M
Employer EIN237065623
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union National Association, Inc.)

Sponsor-wide plan assets over time

All Credit Union National Association, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 8.700558340083873% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $135M $147M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 296 $135M
2023 2 301 $127M
2024 2 322 $147M

Nearby 401(k) Plans in Wisconsin

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

Credit Union National Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Credit Union National Association, Inc. 401(k) Plan, Total assets ($B): 0.146668247 · Participants: 255Credit Union National Association, Inc. 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
Credit Union National Association, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Credit Union National Association, Inc. 401(k) Plan side-by-side with 3 peers →

Credit Union National Association, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Medvet, Inc. Employees Savings Trust in OH ($147M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Credit Union National Association, Inc. 401(k) Plan assets move in 2024? ▼
Credit Union National Association, Inc. 401(k) Plan grew sharply - up 15.1% during 2024, from $127M to $147M. Reported net income was -$3M.
How have Credit Union National Association, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union National Association, Inc.'s sponsor-wide assets grew 8.7%, from $135M to $147M.
Where does Credit Union National Association, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Credit Union National Association, Inc. 401(k) Plan ranks in the 93rd 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 Credit Union National Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Medvet, Inc. Employees Savings Trust in OH ($147M, 3,315 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union National Association, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is National Auto Care 401(k) Plan in OH (255 participants, N/A 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 237065623.

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.