401(k) ยท DOL Form 5500 ยท 2024

Marine Credit Union 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA, verify with linked source filings below.

$37M
Total assets
427
Participants
67th
Percentile by assets

Sponsored by Marine Credit Union ยท Wisconsin ยท Finance & Insurance

What the 2024 filing shows

Marine Credit Union 401(k) Plan holds $37M for 427 participants - about $87,468 per participant, above the median plan by assets, up 15.3% over the 2024 plan year.

$37M
total plan assets (2024 EOY)
427
covered participants
67th
percentile by assets (of 67,083 plans)
$87,468
avg assets per participant
Total Assets (2023)
$37M
Participants
427
State
Industry
Finance & Insurance

What the Filing Says About Marine Credit Union 401(k) Plan

Marine Credit Union 401(k) Plan is a 401(k) retirement plan sponsored by Marine Credit Union, headquartered in Wisconsin. As of the 2024 Form 5500 filing, the plan reports $37M in total end-of-year assets and covers 427 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 390827305, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2024 to $37M at year-end - a gain of 15.3%. Net assets (after liabilities) closed the year at $37M, with reported net income of $5M 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.

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.

Financial Summary (2023)

Total Assets (Beginning of Year)$32M
Total Assets (End of Year)$37M
Net Assets (End of Year)$37M
Net Income$5M
Plan Type401(k)
Employer EIN390827305
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marine Credit Union)

Year Plans Participants Total Assets
2022 1 409 $26M
2023 1 435 $32M
2024 1 427 $37M

Nearby 401(k) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the Marine Credit Union 401(k) Plan?
As of the 2024 Form 5500 filing, Marine Credit Union 401(k) Plan holds $37M in total assets with 427 participants. It is sponsored by Marine Credit Union.
What type of plan is Marine Credit Union 401(k) Plan?
Marine Credit Union 401(k) Plan is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 390827305.
Who sponsors the Marine Credit Union 401(k) Plan?
Marine Credit Union 401(k) Plan is sponsored by Marine Credit Union, located in Wisconsin. The sponsor's EIN is 390827305 and the plan operates in the Finance & Insurance industry.
How did Marine Credit Union 401(k) Plan perform in 2024?
Marine Credit Union 401(k) Plan grew by 15.3% during 2024, moving from $32M to $37M in total assets. Net income was $5M.
Where can I find official filings for Marine Credit Union 401(k) Plan?
Official Form 5500 filings for Marine Credit Union 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390827305 or plan name at efast.dol.gov.
How does Marine Credit Union 401(k) Plan compare to other plans?
You can compare Marine Credit Union 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks all 402,674 ERISA-covered retirement plans in the U.S. that filed a Form 5500 for the 2023 plan year.

Explore PlainRetire

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 390827305.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.