401(k) · DOL Form 5500 · 2024

Community First Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
599
Participants Below avg headcount
82nd
Percentile by assets National rank
$67,997
Avg per participant Below avg balance/head
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Official DOL plan name: Community First Credit Union Capital Accumulation Plan · Sponsored by Community First Credit Union · Wisconsin · Finance & Insurance

$41M in assets, 599 participants

Community First Credit Union's Community First Credit Union Capital Accumulation Plan reported $41M in total assets and 599 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,124 in Finance & Insurance (8,549 peers)

Where Community First Credit Union Capital Accumulation Plan sits by assets

Community First Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $41M for 599 participants (~$67,997/participant), up 13.5% in 2024.

#6,124
in Finance & Insurance (8,549 peers)
+13.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Community First Credit Union Capital Accumulation Plan's outsized position by total assets

Community First Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$40,730,107 Top 18% higher than 82% 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

Community First Credit Union Capital Accumulation 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. Community First Credit Union Capital Accumulation Plan sits mid-pack in the medium band (599 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community First Credit Union Capital Accumulation Plan end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Community First Credit Union Capital Accumulation Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Community First Credit Union Capital Accumulation Plan reported participants rose from 573 in the plan year 2023 filing to 599 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 396264347 · Community First Credit Union PY 2024 · 401(k)

Community First Credit Union Capital Accumulation Plan · $41M · 599 · 82nd

  • TYPE $41M
  • TYPE 599
  • TYPE 82nd
  • TYPE 401(k)
  • TYPE near Sonoma Marin 401(k) Plan
  • TYPE ind #6124

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 →

Community First Credit Union Capital Accumulation Plan in the asset neighbourhood

Mbci Tribal Government Enterprise 401(k) PlanMbci Tribal Government Enter…$41MCommunity First Credit Union Capital Accumulation PlanCommunity First Credit Union…$41MSonoma Marin 401(k) Plan$41MAlphadyne Asset Management LP Incentive Savings TrustAlphadyne Asset Management L…$41MSonic.Net, LLC 401(k) Profit Sharing PlanSonic.Net, LLC 401(k) Profit…$41M
End-of-year total assets ($M) among Community First Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$5M
Employer EIN396264347
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Sponsor-wide plan assets over time

All Community First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$139M 30.024752696690182% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 992 $107M
2023 2 1,065 $114M
2024 2 1,141 $139M

Nearby 401(k) Plans in Wisconsin

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

Community First Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Community First Credit Union Capital Accumulation Plan, Total assets ($B): 0.040730107 · Participants: 599Community First Credit Union Capital Accumulation 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
Community First Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Community First Credit Union Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Sonoma Marin 401(k) Plan in CA ($41M); by covered participants it is Minebea-Accesssolutions USA Inc. 401(k) Plan in GA (599 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (599 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 Community First Credit Union Capital Accumulation Plan assets move in 2024? ▼
Community First Credit Union Capital Accumulation Plan grew at a solid clip - up 13.5% during 2024, from $36M to $41M. Reported net income was $5M.
How have Community First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community First Credit Union's sponsor-wide assets grew 30.0%, from $107M to $139M.
Where does Community First Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Community First Credit Union Capital Accumulation Plan ranks in the 82nd 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 Community First Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonoma Marin 401(k) Plan in CA ($41M, 185 participants).
Which 401(k) plans cover a similar participant headcount to Community First Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minebea-Accesssolutions USA Inc. 401(k) Plan in GA (599 participants, $21M 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 396264347.

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.