401(k) · DOL Form 5500 · 2024

Landmark Credit Union 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
1,026
Participants Near avg headcount
87th
Percentile by assets National rank
$63,865
Avg per participant Low balance/head
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Official DOL plan name: Landmark Credit Union 401(k) Plan · Sponsored by Landmark Credit Union · Wisconsin · Finance & Insurance

$66M in assets, 1,026 participants

Landmark Credit Union's Landmark Credit Union 401(k) Plan reported $66M in total assets and 1,026 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,831 in Finance & Insurance (8,549 peers)

Where Landmark Credit Union 401(k) Plan sits by assets

Landmark Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 1,026 participants (~$63,865/participant), up 15.1% in 2024.

#6,831
in Finance & Insurance (8,549 peers)
+15.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Landmark Credit Union 401(k) Plan's outsized position by total assets

Landmark Credit Union 401(k) Plan vs every filed plan by assets

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

$65,525,450 Top 13% higher than 87% 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

Landmark Credit Union 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Landmark Credit Union 401(k) Plan lands in the large band (1,026 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Landmark Credit Union 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Landmark Credit Union 401(k) Plan end-of-year assets rose from $57M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Landmark Credit Union 401(k) Plan reported participants rose from 958 in the plan year 2023 filing to 1,026 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 390203995 · Landmark Credit Union PY 2024 · 401(k)

Landmark Credit Union 401(k) Plan · $66M · 1,026 · 87th

  • NET $66M
  • BOOK 1,026
  • VS-ST 87th
  • BOY 401(k)
  • SCH near Staar Surgical Company 401(k) Plan
  • EBSA ind #6831

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 →

Landmark Credit Union 401(k) Plan in the asset neighbourhood

Desert Orthopaedic Center, Ltd. 401(k) Profit Sharing Plan and TrustDesert Orthopaedic Center, L…$66MLandmark Credit Union 401(k) PlanLandmark Credit Union 401(k)…$66MStaar Surgical Company 401(k) PlanStaar Surgical Company 401(k…$66MJacuzzi 401(k) Plan$66MOakwood Worldwide (US) LP Retirement PlanOakwood Worldwide (US) LP Re…$66M
End-of-year total assets ($M) among Landmark Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$66M
Net Income$9M
Employer EIN390203995
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Landmark Credit Union)

Sponsor-wide plan assets over time

All Landmark Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$122M 24.393355951927774% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $97.8M $122M ▲ +24.4%
Year Plans Participants Total Assets
2022 2 1,456 $98M
2023 2 1,513 $114M
2024 2 1,470 $122M

Nearby 401(k) Plans in Wisconsin

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

Landmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Landmark Credit Union 401(k) Plan, Total assets ($B): 0.06552545 · Participants: 1026Landmark Credit Union 401(k) PlanAdvocate 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
Landmark Credit Union 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Landmark Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Staar Surgical Company 401(k) Plan in CA ($66M); by covered participants it is Thrive Together, LLC 401(k) Profit Sharing Plan in KS (1,026 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,026 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 Landmark Credit Union 401(k) Plan assets move in 2024? ▼
Landmark Credit Union 401(k) Plan grew sharply - up 15.1% during 2024, from $57M to $66M. Reported net income was $9M.
How have Landmark Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Landmark Credit Union's sponsor-wide assets grew 24.4%, from $98M to $122M.
Where does Landmark Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Landmark Credit Union 401(k) Plan ranks in the 87th 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 Landmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Staar Surgical Company 401(k) Plan in CA ($66M, 712 participants).
Which 401(k) plans cover a similar participant headcount to Landmark Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Thrive Together, LLC 401(k) Profit Sharing Plan in KS (1,026 participants, $15M 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 390203995.

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.