401(k) · DOL Form 5500 · 2024

Aurgroup Financial Credit Union, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
51
Participants Small participant base
49th
Percentile by assets National rank
$141,248
Avg per participant Near avg balance/head
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Official DOL plan name: Aurgroup Financial Credit Union 401(k) Plan · Sponsored by Aurgroup Financial Credit Union, Inc. · Ohio · Finance & Insurance

$7M in assets, 51 participants

Aurgroup Financial Credit Union, Inc.'s Aurgroup Financial Credit Union 401(k) Plan reported $7M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,870 in Finance & Insurance (8,549 peers)

Aurgroup Financial Credit Union, Inc. multi-year trail

Aurgroup Financial Credit Union, Inc.'s plans moved +20.1% in assets from 2022 to 2024; this filing shows Aurgroup Financial Credit Union 401(k) Plan at $7M / 51 participants.

#2,870
in Finance & Insurance (8,549 peers)
+2.9%
assets growth YoY

Aurgroup Financial Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$7,203,669 49th percentile higher than 49% 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

Aurgroup Financial Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aurgroup Financial Credit Union 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aurgroup Financial Credit Union 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $203K in the plan year 2024 filing.
  • Aurgroup Financial Credit Union 401(k) Plan reported participants rose from 49 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Aurgroup Financial Credit Union 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 313040371 · Aurgroup Financial Credit Union, Inc. PY 2024 · 401(k)

Aurgroup Financial Credit Union 401(k) Plan · $7M · 51 · 49th

  • EBSA $7M
  • PART 51
  • TYPE 49th
  • NET 401(k)
  • BOOK near Sea Research Foundation, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #2870

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 Ohio →

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

Aurgroup Financial Credit Union 401(k) PlanAurgroup Financial Credit Un…$7MSea Research Foundation, Inc. 401(k) Profit Sharing PlanSea Research Foundation, Inc…$7MHouse Works LLC 401(k) Plan$7MAshling Partners LLC 401(k) PlanAshling Partners LLC 401(k) …$7MOk LLC 401(k) Profit Sharing PlanOk LLC 401(k) Profit Sharing…$7M
End-of-year total assets ($M) among Aurgroup Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Aurgroup Financial Credit Union, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aurgroup Financial Credit Union, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 20.0999222582357% vs 2022
2024 filing year
$5.5M$6M$6.5M$7M$7.5M 202220232024 $6M $7.2M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 57 $6M
2023 1 49 $7M
2024 1 51 $7M

Aurgroup Financial Credit Union, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$203K
Employer EIN313040371
Plan Effective Date2001-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Aurgroup Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Aurgroup Financial Credit Union 401(k) Plan, Total assets ($B): 0.007203669 · Participants: 51Aurgroup Financial Credit Union 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Aurgroup Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Aurgroup Financial Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Sea Research Foundation, Inc. 401(k) Profit Sharing Plan in CT ($7M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Aurgroup Financial Credit Union 401(k) Plan assets move in 2024? ▼
Aurgroup Financial Credit Union 401(k) Plan edged up modestly - up 2.9% during 2024, from $7M to $7M. Reported net income was $203K.
How have Aurgroup Financial Credit Union, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aurgroup Financial Credit Union, Inc.'s sponsor-wide assets grew 20.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Aurgroup Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea Research Foundation, Inc. 401(k) Profit Sharing Plan in CT ($7M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Aurgroup Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 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 313040371.

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.