401(k) · DOL Form 5500 · 2024
Fox Communities Credit Union 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 453
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $116,990
- Avg per participant Below avg balance/head
Official DOL plan name: Fox Communities Credit Union Capital Accumulation Plan · Sponsored by Fox Communities Credit Union · Wisconsin · Finance & Insurance
$53M in assets, 453 participants
Fox Communities Credit Union's Fox Communities Credit Union Capital Accumulation Plan reported $53M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #6,536 in Finance & Insurance (8,549 peers)
Where Fox Communities Credit Union Capital Accumulation Plan sits by assets
Fox Communities Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $53M for 453 participants (~$116,990/participant), up 12.6% in 2024.
- #6,536
- in Finance & Insurance (8,549 peers)
- +12.6%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Fox Communities Credit Union Capital Accumulation Plan's outsized position by total assets
Fox Communities Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$52,996,331 Top 15% higher than 85% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Fox Communities Credit Union Capital Accumulation 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. Fox Communities Credit Union Capital Accumulation Plan sits mid-pack in the medium band (453 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Fox Communities Credit Union Capital Accumulation Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Fox Communities Credit Union Capital Accumulation Plan end-of-year assets rose from $47M in the plan year 2023 filing to $53M in the plan year 2024 filing.
- Fox Communities Credit Union Capital Accumulation Plan reported participants rose from 448 in the plan year 2023 filing to 453 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390738415 · Fox Communities Credit Union PY 2024 · 401(k)
Fox Communities Credit Union Capital Accumulation Plan · $53M · 453 · 85th
- PHOTO $53M
- PHOTO 453
- PHOTO 85th
- PHOTO 401(k)
- PHOTO near Columbia Construction Company 401(k) Plan
- PHOTO ind #6536
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 →
Fox Communities Credit Union Capital Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $47M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $6M |
| Employer EIN | 390738415 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fox Communities Credit Union)
Sponsor-wide plan assets over time
All Fox Communities Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $53M 35.82685736095672% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $39M |
| 2023 | 1 | 448 | $47M |
| 2024 | 1 | 453 | $53M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Fox Communities Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Columbia Construction Company 401(k) Plan in MA ($53M); by covered participants it is Klinger Companies, L.L.C. 401(k) Plan in IA (453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Columbia Construction Company 401(k) Plan (MA) $53M · 205
- Londen Insurance Group 401(k) Profit Sharing Plan (AZ) $53M · 370
- Total Safety U. S. , Inc. 401(k) Retirement Plan (TX) $53M · 1,773
- Lake Trust Credit Union 401(k) Plan (MI) $53M · 468
Similar participant headcount
Nearest other-state filings by covered participants (453 participants); asset peers above are excluded.
- Klinger Companies, L.L.C. 401(k) Plan (IA) 453 · 0 off
- Affinipay 401(k) Plan (TX) 453 · 0 off
- Spada Properties, Inc. 401(k) Plan (OR) 453 · 0 off
- Schill Landscaping LLC 401(k) Plan (OH) 453 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.