401(k) · DOL Form 5500 · 2024

Royal Credit Union 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
836
Participants Near avg headcount
91st
Percentile by assets National rank
$121,216
Avg per participant Near avg balance/head
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Official DOL plan name: Royal Credit Union 401(k) Plan · Sponsored by Royal Credit Union · Wisconsin · Finance & Insurance

$101M in assets, 836 participants

Royal Credit Union's Royal Credit Union 401(k) Plan reported $101M in total assets and 836 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,285 in Finance & Insurance (8,549 peers)

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

Royal Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $101M for 836 participants (~$121,216/participant), up 18.6% in 2024.

#7,285
in Finance & Insurance (8,549 peers)
+18.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

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

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

$101,336,656 Top 9% higher than 91% 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

Royal 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. Royal Credit Union 401(k) Plan sits mid-pack in the medium band (836 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Royal Credit Union 401(k) Plan end-of-year assets rose from $85M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • Royal Credit Union 401(k) Plan reported net income fell from $19M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Royal Credit Union 401(k) Plan reported participants rose from 787 in the plan year 2023 filing to 836 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 396072970 · Royal Credit Union PY 2024 · 401(k)

Royal Credit Union 401(k) Plan · $101M · 836 · 91st

  • EOY $101M
  • 5500 836
  • ASSETS 91st
  • PCT 401(k)
  • EIN near Shoestring Valley Holdings Retirement Plan
  • RANK ind #7285

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 →

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

Kosmos Energy 401(k) Plan$101MThe Blommer Chocolate Company Employees' Profit- Sharing and 401(k) PlanThe Blommer Chocolate Compan…$101MCosco Shipping (North America) Inc. 401(k) Profit Sharing PlanCosco Shipping (North Americ…$101MRoyal Credit Union 401(k) PlanRoyal Credit Union 401(k) Pl…$101MShoestring Valley Holdings Retirement PlanShoestring Valley Holdings R…$101M
End-of-year total assets ($M) among Royal 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)$85M
Net Assets (End of Year)$101M
Net Income$16M
Employer EIN396072970
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Royal Credit Union)

Sponsor-wide plan assets over time

All Royal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$101M 53.768627117984636% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $65.9M $101M ▲ +53.8%
Year Plans Participants Total Assets
2022 1 606 $66M
2023 1 787 $85M
2024 1 836 $101M

Nearby 401(k) Plans in Wisconsin

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

Royal 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 ($B) Participants Royal Credit Union 401(k) Plan, Total assets ($B): 0.101336656 · Participants: 836Royal 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
Royal Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Royal Credit Union 401(k) Plan side-by-side with 3 peers →

Royal 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 Shoestring Valley Holdings Retirement Plan in OR ($101M); by covered participants it is Ng Financial Security and Savings Program in VA (836 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (836 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 Royal Credit Union 401(k) Plan assets move in 2024? ▼
Royal Credit Union 401(k) Plan grew sharply - up 18.6% during 2024, from $85M to $101M. Reported net income was $16M.
How have Royal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royal Credit Union's sponsor-wide assets grew 53.8%, from $66M to $101M.
Where does Royal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Royal Credit Union 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Royal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shoestring Valley Holdings Retirement Plan in OR ($101M, 426 participants).
Which 401(k) plans cover a similar participant headcount to Royal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ng Financial Security and Savings Program in VA (836 participants, $488M 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 396072970.

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.