401(k) · DOL Form 5500 · 2024

Vantage Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
248
Participants Below avg headcount
74th
Percentile by assets National rank
$101,783
Avg per participant Below avg balance/head
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Official DOL plan name: Vantage Credit Union 401(k) Profit Sharing Plan and Trust · Sponsored by Vantage Credit Union · Missouri · Finance & Insurance

$25M in assets, 248 participants

Vantage Credit Union's Vantage Credit Union 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 248 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,198 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Vantage Credit Union 401(k) Profit Sharing Plan and Trust covers 248 participants in Missouri, about 34% of the average Missouri filer (state average ~737 per filing). Assets: $25M.

#5,198
in Finance & Insurance (8,549 peers)
+43.9%
assets growth YoY

Vantage Credit Union 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Vantage Credit Union 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,242,289 Top 26% higher than 74% 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

Vantage Credit Union 401(k) Profit Sharing Plan and 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. Vantage Credit Union 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vantage Credit Union 401(k) Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Vantage Credit Union 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $18M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Vantage Credit Union 401(k) Profit Sharing Plan and Trust reported participants fell from 264 in the plan year 2023 filing to 248 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 430739854 · Vantage Credit Union PY 2024 · 401(k)

Vantage Credit Union 401(k) Profit Sharing Plan and Trust · $25M · 248 · 74th

  • SCH $25M
  • SCH 248
  • SCH 74th
  • SCH 401(k)
  • SCH near Cortec 401(k) Plan
  • SCH ind #5198

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 Missouri →

Vantage Credit Union 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Vantage Credit Union 401(k) Profit Sharing Plan and TrustVantage Credit Union 401(k) …$25MCortec 401(k) Plan$25MXs Brokers Insurance Agency, Inc. 401(k) & Profit Sharing PlanXs Brokers Insurance Agency,…$25MUftring Automotive Group 401(k) Plan and TrustUftring Automotive Group 401…$25MUnited Pacific 401(k) Plan$25M
End-of-year total assets ($M) among Vantage Credit Union 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$25M
Net Income$8M
Employer EIN430739854
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vantage Credit Union)

Sponsor-wide plan assets over time

All Vantage Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 34.93504146870566% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $38.8M $25.2M ▼ -34.9%
Year Plans Participants Total Assets
2022 2 319 $39M
2023 2 340 $42M
2024 2 316 $25M

Nearby 401(k) Plans in Missouri

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

Vantage Credit Union 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Vantage Credit Union 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025242289 · Participants: 248Vantage Credit Union 401(k) Profit Sharing Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Vantage Credit Union 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Vantage Credit Union 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Vantage Credit Union 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Cortec 401(k) Plan in LA ($25M); by covered participants it is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Vantage Credit Union 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Vantage Credit Union 401(k) Profit Sharing Plan and Trust surged - up 43.9% during 2024, from $18M to $25M. Reported net income was $8M.
How have Vantage Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vantage Credit Union's sponsor-wide assets declined 34.9%, from $39M to $25M.
Which 401(k) plans are similar in size to Vantage Credit Union 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cortec 401(k) Plan in LA ($25M, 202 participants).
Which 401(k) plans cover a similar participant headcount to Vantage Credit Union 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Holistic Care Home Health Agency, Inc. 401 (K) Plan in TX (248 participants, $80K 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 430739854.

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.