401(k) · DOL Form 5500 · 2024

Apple Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
521
Participants Below avg headcount
86th
Percentile by assets National rank
$115,926
Avg per participant Below avg balance/head
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Official DOL plan name: Apple Federal Credit Union 401(k) Retirement Plan · Sponsored by Apple Federal Credit Union · Virginia · Finance & Insurance

$60M in assets, 521 participants

Apple Federal Credit Union's Apple Federal Credit Union 401(k) Retirement Plan reported $60M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,719 in Finance & Insurance (8,549 peers)

Where Apple Federal Credit Union 401(k) Retirement Plan sits by assets

Apple Federal Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $60M for 521 participants (~$115,926/participant), up 23.8% in 2024.

#6,719
in Finance & Insurance (8,549 peers)
+23.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Apple Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Apple Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$60,397,320 Top 14% higher than 86% 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

Apple Federal Credit Union 401(k) Retirement 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. Apple Federal Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apple Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $49M in the plan year 2023 filing to $60M in the plan year 2024 filing.
  • Apple Federal Credit Union 401(k) Retirement Plan reported net income rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Apple Federal Credit Union 401(k) Retirement Plan reported participants rose from 502 in the plan year 2023 filing to 521 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 540629628 · Apple Federal Credit Union PY 2024 · 401(k)

Apple Federal Credit Union 401(k) Retirement Plan · $60M · 521 · 86th

  • PART $60M
  • PART 521
  • PART 86th
  • PART 401(k)
  • PART near Fuyao USA 401(k) Retirement Plan
  • PART ind #6719

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 Virginia →

Apple Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Apple Federal Credit Union 401(k) Retirement PlanApple Federal Credit Union 4…$60MFuyao USA 401(k) Retirement PlanFuyao USA 401(k) Retirement …$60MNewfields Companies, LLC 401(k) PlanNewfields Companies, LLC 401…$60MPremier Medical Group,P.C.401(k) Profit Sharing PlanPremier Medical Group,P.C.40…$60M42 North Dental, LLC 401(k) Plan42 North Dental, LLC 401(k) …$60M
End-of-year total assets ($M) among Apple Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN540629628
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apple Federal Credit Union)

Sponsor-wide plan assets over time

All Apple Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$60M 57.8320812173031% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $38.3M $60.4M ▲ +57.8%
Year Plans Participants Total Assets
2022 1 471 $38M
2023 1 502 $49M
2024 1 521 $60M

Nearby 401(k) Plans in Virginia

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

Apple Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Apple Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.06039732 · Participants: 521Apple Federal Credit Union 401(k) Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Apple Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Apple Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Fuyao USA 401(k) Retirement Plan in OH ($60M); by covered participants it is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (521 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($60M here).

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Apple Federal Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Apple Federal Credit Union 401(k) Retirement Plan grew sharply - up 23.8% during 2024, from $49M to $60M. Reported net income was $12M.
How have Apple Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apple Federal Credit Union's sponsor-wide assets grew 57.8%, from $38M to $60M.
Where does Apple Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Apple Federal Credit Union 401(k) Retirement Plan ranks in the 86th 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 Apple Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fuyao USA 401(k) Retirement Plan in OH ($60M, 1,938 participants).
Which 401(k) plans cover a similar participant headcount to Apple Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (521 participants, $54M 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 540629628.

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.