401(k) · DOL Form 5500 · 2024

Bellco Credit Union 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
380
Participants Below avg headcount
84th
Percentile by assets National rank
$130,937
Avg per participant Near avg balance/head
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Official DOL plan name: Bellco Credit Union 401(k) Salary Reduction Plan · Sponsored by Bellco Credit Union · Colorado · Finance & Insurance

$50M in assets, 380 participants

Bellco Credit Union's Bellco Credit Union 401(k) Salary Reduction Plan reported $50M in total assets and 380 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,441 in Finance & Insurance (8,549 peers)

Where Bellco Credit Union 401(k) Salary Reduction Plan sits by assets

Bellco Credit Union 401(k) Salary Reduction Plan sits in the top quartile of all filed plans by assets, $50M for 380 participants (~$130,937/participant), up 16.6% in 2024.

#6,441
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Bellco Credit Union 401(k) Salary Reduction Plan's outsized position by total assets

Bellco Credit Union 401(k) Salary Reduction Plan vs every filed plan by assets

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

$49,755,870 Top 16% higher than 84% 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

Bellco Credit Union 401(k) Salary Reduction 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. Bellco Credit Union 401(k) Salary Reduction Plan sits mid-pack in the medium band (380 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bellco Credit Union 401(k) Salary Reduction Plan reported participants rose from 325 in the plan year 2023 filing to 380 in the plan year 2024 filing.
  • Bellco Credit Union 401(k) Salary Reduction Plan end-of-year assets rose from $43M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Bellco Credit Union 401(k) Salary Reduction Plan reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 840146595 · Bellco Credit Union PY 2024 · 401(k)

Bellco Credit Union 401(k) Salary Reduction Plan · $50M · 380 · 84th

  • TYPE $50M
  • NET 380
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Correct Craft Holding Company Retirement Plan
  • SCH ind #6441

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 Colorado →

Bellco Credit Union 401(k) Salary Reduction Plan in the asset neighbourhood

Bellco Credit Union 401(k) Salary Reduction PlanBellco Credit Union 401(k) S…$50MCorrect Craft Holding Company Retirement PlanCorrect Craft Holding Compan…$50MAndromeda Systems Incorporated 401(k) Profit Sharing Plan and TrustAndromeda Systems Incorporat…$50MVan Buren Bancorporation Employee Stock Ownership and 401(k) PlanVan Buren Bancorporation Emp…$50MK & K Veterinary Supply, Inc. 401(k) Profit Sharing PlanK & K Veterinary Supply, Inc…$50M
End-of-year total assets ($M) among Bellco Credit Union 401(k) Salary Reduction Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$50M
Net Income$7M
Employer EIN840146595
Plan Effective Date1985-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Bellco Credit Union)

Sponsor-wide plan assets over time

All Bellco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$50M 41.98918475404981% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $35M $49.8M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 328 $35M
2023 1 325 $43M
2024 1 380 $50M

Nearby 401(k) Plans in Colorado

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

Bellco Credit Union 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Bellco Credit Union 401(k) Salary Reduction Plan, Total assets ($B): 0.04975587 · Participants: 380Bellco Credit Union 401(k) Salary Reduction PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Bellco Credit Union 401(k) Salary Reduction Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Bellco Credit Union 401(k) Salary Reduction Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Correct Craft Holding Company Retirement Plan in FL ($50M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (380 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 Bellco Credit Union 401(k) Salary Reduction Plan assets move in 2024? ▼
Bellco Credit Union 401(k) Salary Reduction Plan grew sharply - up 16.6% during 2024, from $43M to $50M. Reported net income was $7M.
How have Bellco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bellco Credit Union's sponsor-wide assets grew 42.0%, from $35M to $50M.
Where does Bellco Credit Union 401(k) Salary Reduction Plan rank by assets among Form 5500 filers? ▼
Bellco Credit Union 401(k) Salary Reduction Plan ranks in the 84th 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 Bellco Credit Union 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by assets is Correct Craft Holding Company Retirement Plan in FL ($50M, 1,774 participants).
Which 401(k) plans cover a similar participant headcount to Bellco Credit Union 401(k) Salary Reduction Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (380 participants, $91M 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 840146595.

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.