401(k) · DOL Form 5500 · 2024

Credit Union One 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
339
Participants Below avg headcount
78th
Percentile by assets National rank
$90,152
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union One Capital Accumulation Plan · Sponsored by Credit Union One · Michigan · Finance & Insurance

$31M in assets, 339 participants

Credit Union One's Credit Union One Capital Accumulation Plan reported $31M in total assets and 339 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,567 in Finance & Insurance (8,549 peers)

Where Credit Union One Capital Accumulation Plan sits by assets

Credit Union One Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $31M for 339 participants (~$90,152/participant), up 10.8% in 2024.

#5,567
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

Credit Union One Capital Accumulation Plan vs every filed plan by assets

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

$30,561,535 Top 22% higher than 78% 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

Credit Union One 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. Credit Union One Capital Accumulation Plan sits mid-pack in the medium band (339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Credit Union One Capital Accumulation Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Credit Union One Capital Accumulation Plan end-of-year assets rose from $28M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Credit Union One Capital Accumulation Plan reported participants rose from 334 in the plan year 2023 filing to 339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 380536242 · Credit Union One PY 2024 · 401(k)

Credit Union One Capital Accumulation Plan · $31M · 339 · 78th

  • SCH $31M
  • SCH 339
  • SCH 78th
  • SCH 401(k)
  • SCH near Collier Enterprises 401(k) Plan
  • SCH ind #5567

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 Michigan →

Credit Union One Capital Accumulation Plan in the asset neighbourhood

Credit Union One Capital Accumulation PlanCredit Union One Capital Acc…$31MCollier Enterprises 401(k) PlanCollier Enterprises 401(k) P…$31MLewis Johs Avallone Aviles Retirement PlanLewis Johs Avallone Aviles R…$31MApex Maritime Co., Inc. 401(k) Profit Sharing PlanApex Maritime Co., Inc. 401(…$31MBast Hatfield Construction, LLC Savings & Retirement PlanBast Hatfield Construction, …$31M
End-of-year total assets ($M) among Credit Union One 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)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN380536242
Plan Effective Date1982-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union One)

Sponsor-wide plan assets over time

All Credit Union One plans reported in each filing year

Latest sponsor-wide plan assets
$31M 31.492322455988% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.2M $30.6M ▲ +31.5%
Year Plans Participants Total Assets
2022 1 312 $23M
2023 1 334 $28M
2024 1 339 $31M

Nearby 401(k) Plans in Michigan

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

Credit Union One Capital Accumulation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Credit Union One Capital Accumulation Plan, Total assets ($B): 0.030561535 · Participants: 339Credit Union One Capital Accumulation PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Credit Union One Capital Accumulation Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Credit Union One Capital Accumulation Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Collier Enterprises 401(k) Plan in FL ($31M); by covered participants it is Smart Sand, Inc. Retirement Plan in IL (339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (339 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 Credit Union One Capital Accumulation Plan assets move in 2024? ▼
Credit Union One Capital Accumulation Plan grew at a solid clip - up 10.8% during 2024, from $28M to $31M. Reported net income was $3M.
How have Credit Union One plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union One's sponsor-wide assets grew 31.5%, from $23M to $31M.
Where does Credit Union One Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Credit Union One Capital Accumulation Plan ranks in the 78th 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 Credit Union One Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collier Enterprises 401(k) Plan in FL ($31M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union One Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Smart Sand, Inc. Retirement Plan in IL (339 participants, $17M 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 380536242.

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.