401(k) · DOL Form 5500 · 2024
Ascend Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $51M
- Total assets Below avg plan size
- 620
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $82,840
- Avg per participant Below avg balance/head
Official DOL plan name: Ascend Federal Credit Union Cash or Deferred Compensation Plan · Sponsored by Ascend Federal Credit Union · Tennessee · Finance & Insurance
$51M in assets, 620 participants
Ascend Federal Credit Union's Ascend Federal Credit Union Cash or Deferred Compensation Plan reported $51M in total assets and 620 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.
- #6,493 in Finance & Insurance (8,549 peers)
Where Ascend Federal Credit Union Cash or Deferred Compensation Plan sits by assets
Ascend Federal Credit Union Cash or Deferred Compensation Plan sits in the top quartile of all filed plans by assets, $51M for 620 participants (~$82,840/participant), up 16.3% in 2024.
- #6,493
- in Finance & Insurance (8,549 peers)
- +16.3%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Ascend Federal Credit Union Cash or Deferred Compensation Plan's outsized position by total assets
Ascend Federal Credit Union Cash or Deferred Compensation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$51,361,075 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ascend Federal Credit Union Cash or Deferred Compensation 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. Ascend Federal Credit Union Cash or Deferred Compensation Plan sits mid-pack in the medium band (620 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ascend Federal Credit Union Cash or Deferred Compensation Plan end-of-year assets rose from $44M in the plan year 2023 filing to $51M in the plan year 2024 filing.
- Ascend Federal Credit Union Cash or Deferred Compensation Plan reported net income rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Ascend Federal Credit Union Cash or Deferred Compensation Plan reported participants rose from 612 in the plan year 2023 filing to 620 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 620527850 · Ascend Federal Credit Union PY 2024 · 401(k)
Ascend Federal Credit Union Cash or Deferred Compensation Plan · $51M · 620 · 84th
- 5500 $51M
- 5500 620
- 5500 84th
- 5500 401(k)
- 5500 near Aaa Oregon/Idaho Qualified Employee Savings Plan
- 5500 ind #6493
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 Tennessee →
Ascend Federal Credit Union Cash or Deferred Compensation Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $51M |
| Net Income | $7M |
| Employer EIN | 620527850 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ascend Federal Credit Union)
Sponsor-wide plan assets over time
All Ascend Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $51M 37.32051887354294% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 586 | $37M |
| 2023 | 1 | 612 | $44M |
| 2024 | 1 | 620 | $51M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Ascend Federal Credit Union Cash or Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Aaa Oregon/Idaho Qualified Employee Savings Plan in OR ($51M); by covered participants it is Winners Circle 401(k) Retirement Plan in NV (620 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($51M here).
- Aaa Oregon/Idaho Qualified Employee Savings Plan (OR) $51M · 468
- West Liberty Foods, L.L.C. Employee Savings Plan (IA) $51M · 1,915
- Nippon Life Group 401(k) Plan (NY) $51M · 129
- Sbm Management Services, LP 401(k) Savings Plan (CA) $51M · 7,186
Similar participant headcount
Nearest other-state filings by covered participants (620 participants); asset peers above are excluded.
- Winners Circle 401(k) Retirement Plan (NV) 620 · 0 off
- Sonifi Solutions, Inc. 401(k) Plan (SD) 620 · 0 off
- Garrison, Inc. 401(k) Retirement Savings Plan (AL) 620 · 0 off
- Pohanka Auto West, Inc. 401(k) Plan (VA) 620 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.