401(k) · DOL Form 5500 · 2024
Credit Union National Association, Inc. 401(k) Plan
Data updated 2026-07-24
- $147M
- Total assets
- 255
- Participants
- 93rd
- Percentile by assets
- $575,170
- Avg per participant
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.
- 93rd percentile by assets (of 116,472 plans)
What the 2024 filing shows
Credit Union National Association, Inc. 401(k) Plan holds $147M for 255 participants - about $575,170 per participant, in the top 10% of all filed plans by assets, up 15.1% over the 2024 plan year.
- $147M
- total plan assets (2024 EOY)
- 255
- covered participants
- 93rd
- percentile by assets (of 116,472 plans)
- $575,170
- avg assets per participant
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.
401(k) · DOL Form 5500 · 2024
What the Filing Says About Credit Union National Association, Inc. 401(k) Plan
Credit Union National Association, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Credit Union National Association, Inc., headquartered in Wisconsin. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $147M in total end-of-year assets and covers 255 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237065623, and the plan has been effective since 2022-10-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets grew sharply from $127M at the beginning of 2024 to $147M at year-end - up 15.1%. Net assets (after liabilities) closed the year at $147M, with reported net income of -$3M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Across the 3 plan years Credit Union National Association, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $135M to $147M, a gain of 8.7%, while reported participants moved from 296 to 322 (+8.8%). The strongest year on file by total sponsor assets was 2024 at $147M; the softest was 2023 at $127M. Year-by-year, sponsor-wide filings show: 2022 - $135M in assets across 2 plans covering 296 participants; 2023 - $127M in assets across 2 plans covering 301 participants; 2024 - $147M in assets across 2 plans covering 322 participants.
By assets, Credit Union National Association, Inc. 401(k) Plan outranks 93% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M and 730 average participants.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows, a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank Credit Union National Association, Inc. 401(k) Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2024)
| Total Assets (Beginning of Year) | $127M |
|---|---|
| Total Assets (End of Year) | $147M |
| Net Assets (End of Year) | $147M |
| Net Income | -$3M |
| Plan Type | 401(k) |
| Employer EIN | 237065623 |
| Plan Effective Date | 2022-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Credit Union National Association, Inc.)
| 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
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Credit Union National Association, Inc. 401(k) Plan by total assets, not by location.
- Medvet, Inc. Employees Savings Trust (OH) $147M · 3,315
- Medical Group of Beverly Hills, Inc. 401(k) Profit Sharing Plan (CA) $147M · 242
- Orion Advisor Solutions, Inc. 401(k) Plan (NE) $147M · 1,346
- Brose North America, Inc. 401(k) Profit Sharing Plan and Trust (MI) $147M · 2,424
Frequently Asked Questions
How much money is in the Credit Union National Association, Inc. 401(k) Plan? ▼
What type of plan is Credit Union National Association, Inc. 401(k) Plan? ▼
Who sponsors the Credit Union National Association, Inc. 401(k) Plan? ▼
How did Credit Union National Association, Inc. 401(k) Plan perform in 2024? ▼
What this filing means
Ways to act on Credit Union National Association, Inc. 401(k) Plan's numbers.
- By total assets, Credit Union National Association, Inc. 401(k) 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 Wisconsin. Compare plans
- Credit Union National Association, Inc.'s sponsor-wide assets have grown 8.7% since 2022 across 3 plan years on file. More Finance & Insurance plans
- A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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.
Reference: IRS Publication 560, Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B, Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.