401(k) · DOL Form 5500 · 2024

Marine Credit Union 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
427
Participants Below avg headcount
80th
Percentile by assets National rank
$87,468
Avg per participant Below avg balance/head
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Official DOL plan name: Marine Credit Union 401(k) Plan · Sponsored by Marine Credit Union · Wisconsin · Finance & Insurance

$37M in assets, 427 participants

Marine Credit Union's Marine Credit Union 401(k) Plan reported $37M in total assets and 427 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,959 in Finance & Insurance (8,549 peers)

Where Marine Credit Union 401(k) Plan sits by assets

Marine Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 427 participants (~$87,468/participant), up 15.3% in 2024.

#5,959
in Finance & Insurance (8,549 peers)
+15.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Marine Credit Union 401(k) Plan's outsized position by total assets

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

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

$37,348,806 Top 20% higher than 80% 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

Marine Credit Union 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. Marine Credit Union 401(k) Plan sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Marine Credit Union 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Marine Credit Union 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Marine Credit Union 401(k) Plan reported participants fell from 435 in the plan year 2023 filing to 427 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390827305 · Marine Credit Union PY 2024 · 401(k)

Marine Credit Union 401(k) Plan · $37M · 427 · 80th

  • RANK $37M
  • RANK 427
  • RANK 80th
  • RANK 401(k)
  • RANK near Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings
  • RANK ind #5959

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 →

Marine Credit Union 401(k) Plan in the asset neighbourhood

Northfield Bank Employee Savings PlanNorthfield Bank Employee Sav…$37MMarine Credit Union 401(k) PlanMarine Credit Union 401(k) P…$37MTony Hawaii, LLC and Affiliates 401(k) Retirement SavingsTony Hawaii, LLC and Affilia…$37MNeuroscience Consultants, LLP 401(k) Retirement PlanNeuroscience Consultants, LL…$37MSoutheastern Retina Associates, PC Profit Sharing 401(k) PlanSoutheastern Retina Associat…$37M
End-of-year total assets ($M) among Marine Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

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

Sponsor Plan History (Marine Credit Union)

Sponsor-wide plan assets over time

All Marine Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 44.21161257599442% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $25.9M $37.4M ▲ +44.2%
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.

Marine Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Marine Credit Union 401(k) Plan, Total assets ($B): 0.037348806 · Participants: 427Marine Credit Union 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
Marine Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Marine Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings in HI ($37M); by covered participants it is Summit Design & Engineering Services, PLLC Employees Savings Trust in NC (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Marine Credit Union 401(k) Plan assets move in 2024? ▼
Marine Credit Union 401(k) Plan grew sharply - up 15.3% during 2024, from $32M to $37M. Reported net income was $5M.
How have Marine Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marine Credit Union's sponsor-wide assets grew 44.2%, from $26M to $37M.
Where does Marine Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Marine Credit Union 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Marine Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tony Hawaii, LLC and Affiliates 401(k) Retirement Savings in HI ($37M, 408 participants).
Which 401(k) plans cover a similar participant headcount to Marine Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Summit Design & Engineering Services, PLLC Employees Savings Trust in NC (427 participants, $24M 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 390827305.

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.