401(k) · DOL Form 5500 · 2024

Island Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
152
Participants Small participant base
71st
Percentile by assets National rank
$138,792
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Island Federal Credit Union 401(k) Plan & Trust · Sponsored by Island Federal Credit Union · New York · Finance & Insurance

$21M in assets, 152 participants

Island Federal Credit Union's Island Federal Credit Union 401(k) Plan & Trust reported $21M in total assets and 152 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,836 in Finance & Insurance (8,549 peers)

Coverage in New York

Island Federal Credit Union 401(k) Plan & Trust covers 152 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $21M.

#4,836
in Finance & Insurance (8,549 peers)
+15.5%
assets growth YoY

Island Federal Credit Union 401(k) Plan & Trust's outsized position by total assets

Island Federal Credit Union 401(k) Plan & Trust vs every filed plan by assets

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

$21,096,389 Top 29% higher than 71% 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

Island Federal Credit Union 401(k) Plan & Trust 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. Island Federal Credit Union 401(k) Plan & Trust sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Island Federal Credit Union 401(k) Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Island Federal Credit Union 401(k) Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Island Federal Credit Union 401(k) Plan & Trust reported participants rose from 141 in the plan year 2023 filing to 152 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 111814791 · Island Federal Credit Union PY 2024 · 401(k)

Island Federal Credit Union 401(k) Plan & Trust · $21M · 152 · 71st

  • TYPE $21M
  • NET 152
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan
  • SCH ind #4836

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 New York →

Island Federal Credit Union 401(k) Plan & Trust in the asset neighbourhood

Island Federal Credit Union 401(k) Plan & TrustIsland Federal Credit Union …$21MEagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanEagle Global Advisors, L.L.C…$21MMidea America Corporation 401(k) Profit Sharing Plan and TrustMidea America Corporation 40…$21MThe Ruhlin Company Retirement Savings PlanThe Ruhlin Company Retiremen…$21MCrs Onesource Retirement Savings PlanCrs Onesource Retirement Sav…$21M
End-of-year total assets ($M) among Island Federal Credit Union 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN111814791
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Island Federal Credit Union)

Sponsor-wide plan assets over time

All Island Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$60M 21.941928140662917% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49M $59.7M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $49M
2023 2 261 $57M
2024 2 258 $60M

Nearby 401(k) Plans in New York

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

Island Federal Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Island Federal Credit Union 401(k) Plan & Trust, Total assets ($B): 0.021096389 · Participants: 152Island Federal Credit Union 401(k) Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Island Federal Credit Union 401(k) Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Island Federal Credit Union 401(k) Plan & Trust side-by-side with 3 peers →

Island Federal Credit Union 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan in TX ($21M); by covered participants it is Astadia Incorporated 401(k) Plan in MA (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Island Federal Credit Union 401(k) Plan & Trust assets move in 2024? ▼
Island Federal Credit Union 401(k) Plan & Trust grew sharply - up 15.5% during 2024, from $18M to $21M. Reported net income was $3M.
How have Island Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Island Federal Credit Union's sponsor-wide assets grew 21.9%, from $49M to $60M.
Which 401(k) plans are similar in size to Island Federal Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Eagle Global Advisors, L.L.C. 401(k) & Profit Sharing Plan in TX ($21M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Island Federal Credit Union 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Astadia Incorporated 401(k) Plan in MA (152 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 111814791.

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.