401(k) · DOL Form 5500 · 2024

Capital Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
460
Participants Below avg headcount
79th
Percentile by assets National rank
$71,926
Avg per participant Below avg balance/head
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Official DOL plan name: Capital Credit Union 401(k) Plan and Trust · Sponsored by Capital Credit Union · Wisconsin · Finance & Insurance

$33M in assets, 460 participants

Capital Credit Union's Capital Credit Union 401(k) Plan and Trust reported $33M in total assets and 460 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,710 in Finance & Insurance (8,549 peers)

Where Capital Credit Union 401(k) Plan and Trust sits by assets

Capital Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 460 participants (~$71,926/participant), up 10.8% in 2024.

#5,710
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Capital Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$33,085,917 Top 21% higher than 79% 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

Capital Credit Union 401(k) 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. Capital Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (460 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Capital Credit Union 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Capital Credit Union 401(k) Plan and Trust end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Capital Credit Union 401(k) Plan and Trust reported participants rose from 444 in the plan year 2023 filing to 460 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390394240 · Capital Credit Union PY 2024 · 401(k)

Capital Credit Union 401(k) Plan and Trust · $33M · 460 · 79th

  • VS-ST $33M
  • BOY 460
  • SCH 79th
  • EBSA 401(k)
  • PART near Minnesota Elevator, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #5710

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 Wisconsin →

Capital Credit Union 401(k) Plan and Trust in the asset neighbourhood

Capital Credit Union 401(k) Plan and TrustCapital Credit Union 401(k) …$33MMinnesota Elevator, Inc. 401(k) Profit Sharing PlanMinnesota Elevator, Inc. 401…$33MLange Companies 401(k) Retirement PlanLange Companies 401(k) Retir…$33MXtek Inc Employee Savings PlanXtek Inc Employee Savings Pl…$33MFerno-Washington, Inc. Savings and Retirement PlanFerno-Washington, Inc. Savin…$33M
End-of-year total assets ($M) among Capital Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN390394240
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Credit Union)

Sponsor-wide plan assets over time

All Capital Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$33M 29.77798831767673% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.5M $33.1M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 394 $25M
2023 1 444 $30M
2024 1 460 $33M

Nearby 401(k) Plans in Wisconsin

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

Capital Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Capital Credit Union 401(k) Plan and Trust, Total assets ($B): 0.033085917 · Participants: 460Capital Credit Union 401(k) Plan and TrustAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Capital Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Capital Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Minnesota Elevator, Inc. 401(k) Profit Sharing Plan in MN ($33M); by covered participants it is Founders Brewing Company 401(k) Profit Sharing Plan in MI (460 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (460 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 Capital Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Capital Credit Union 401(k) Plan and Trust grew at a solid clip - up 10.8% during 2024, from $30M to $33M. Reported net income was $3M.
How have Capital Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Credit Union's sponsor-wide assets grew 29.8%, from $25M to $33M.
Where does Capital Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Capital Credit Union 401(k) Plan and Trust ranks in the 79th 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 Capital Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Minnesota Elevator, Inc. 401(k) Profit Sharing Plan in MN ($33M, 300 participants).
Which 401(k) plans cover a similar participant headcount to Capital Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Founders Brewing Company 401(k) Profit Sharing Plan in MI (460 participants, $38M 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 390394240.

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.