401(k) · DOL Form 5500 · 2024

Point Breeze Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
119
Participants Small participant base
68th
Percentile by assets National rank
$150,651
Avg per participant Above avg balance/head
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Official DOL plan name: Point Breeze Credit Union Retirement Savings Plan · Sponsored by Point Breeze Credit Union · Maryland · Finance & Insurance

$18M in assets, 119 participants

Point Breeze Credit Union's Point Breeze Credit Union Retirement Savings Plan reported $18M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,492 in Finance & Insurance (8,549 peers)

Coverage in Maryland

Point Breeze Credit Union Retirement Savings Plan covers 119 participants in Maryland, about 13% of the average Maryland filer (state average ~929 per filing). Assets: $18M.

#4,492
in Finance & Insurance (8,549 peers)
+15.3%
assets growth YoY

Point Breeze Credit Union Retirement Savings Plan's outsized position by total assets

Point Breeze Credit Union Retirement Savings Plan vs every filed plan by assets

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

$17,927,475 Top 32% higher than 68% 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

Point Breeze Credit Union Retirement Savings 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. Point Breeze Credit Union Retirement Savings Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Point Breeze Credit Union Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Point Breeze Credit Union Retirement Savings Plan reported participants fell from 141 in the plan year 2023 filing to 119 in the plan year 2024 filing.
  • Point Breeze Credit Union Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 520447180 · Point Breeze Credit Union PY 2024 · 401(k)

Point Breeze Credit Union Retirement Savings Plan · $18M · 119 · 68th

  • EOY $18M
  • 5500 119
  • ASSETS 68th
  • PCT 401(k)
  • EIN near Energy Insurance Mutual Limited 401(k) Profit Sharing Plan
  • RANK ind #4492

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 Maryland →

Point Breeze Credit Union Retirement Savings Plan in the asset neighbourhood

Point Breeze Credit Union Retirement Savings PlanPoint Breeze Credit Union Re…$18MEnergy Insurance Mutual Limited 401(k) Profit Sharing PlanEnergy Insurance Mutual Limi…$18MAmg 401(k) Retirement Plan$18MJohn Burns Research and Consulting LLC 401(k) PlanJohn Burns Research and Cons…$18MPuget Consumers' Co-Op Union Employees' 401(k) Retirement Plan & TrustPuget Consumers' Co-Op Union…$18M
End-of-year total assets ($M) among Point Breeze Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maryland filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN520447180
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Point Breeze Credit Union)

Sponsor-wide plan assets over time

All Point Breeze Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 27.62869015797218% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $14.1M $17.9M ▲ +27.6%
Year Plans Participants Total Assets
2022 1 117 $14M
2023 1 141 $16M
2024 1 119 $18M

Nearby 401(k) Plans in Maryland

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

Point Breeze Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Point Breeze Credit Union Retirement Savings Plan, Total assets ($B): 0.017927475 · Participants: 119Point Breeze Credit Union Retirement Savings PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Point Breeze Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Point Breeze Credit Union Retirement Savings Plan side-by-side with 3 peers →

Point Breeze Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Energy Insurance Mutual Limited 401(k) Profit Sharing Plan in FL ($18M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Point Breeze Credit Union Retirement Savings Plan assets move in 2024? ▼
Point Breeze Credit Union Retirement Savings Plan grew sharply - up 15.3% during 2024, from $16M to $18M. Reported net income was $2M.
How have Point Breeze Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Point Breeze Credit Union's sponsor-wide assets grew 27.6%, from $14M to $18M.
Which 401(k) plans are similar in size to Point Breeze Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Insurance Mutual Limited 401(k) Profit Sharing Plan in FL ($18M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Point Breeze Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A 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 520447180.

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.