401(k) · DOL Form 5500 · 2024
Partners 1st Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 193
- Participants Below avg headcount
- 69th
- Percentile by assets National rank
- $97,667
- Avg per participant Below avg balance/head
Official DOL plan name: Partners 1st Federal Credit Union 401(k) Retirement Savings Plan · Sponsored by Partners 1st Federal Credit Union · Indiana · Finance & Insurance
$19M in assets, 193 participants
Partners 1st Federal Credit Union's Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported $19M in total assets and 193 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.
- #4,598 in Finance & Insurance (8,549 peers)
Coverage in Indiana
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan covers 193 participants in Indiana, about 36% of the average Indiana filer (state average ~541 per filing). Assets: $19M.
- #4,598
- in Finance & Insurance (8,549 peers)
- +13.5%
- assets growth YoY
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan's outsized position by total assets
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$18,849,785 Top 31% higher than 69% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Partners 1st Federal Credit Union 401(k) Retirement Savings 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. Partners 1st Federal Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (193 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Partners 1st Federal Credit Union 401(k) Retirement Savings Plan reported participants rose from 169 in the plan year 2023 filing to 193 in the plan year 2024 filing.
- Partners 1st Federal Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $17M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 351079936 · Partners 1st Federal Credit Union PY 2024 · 401(k)
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan · $19M · 193 · 69th
- NET $19M
- NET 193
- NET 69th
- NET 401(k)
- NET near Mcclone Construction Company 401(k) Profit Sharing Plan & Trust
- NET ind #4598
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 Indiana →
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 351079936 |
| Plan Effective Date | 2010-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Partners 1st Federal Credit Union)
Sponsor-wide plan assets over time
All Partners 1st Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 26.5631482448714% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 158 | $15M |
| 2023 | 1 | 169 | $17M |
| 2024 | 1 | 193 | $19M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Partners 1st Federal Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Mcclone Construction Company 401(k) Profit Sharing Plan & Trust in CA ($19M); by covered participants it is Spartan Race, Inc. 401(k) Plan in MA (193 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
- Mcclone Construction Company 401(k) Profit Sharing Plan & Trust (CA) $19M · 175
- Sunset Food Mart, Inc. 401(k) Retirement Plan (IL) $19M · 525
- Nexperia USA Inc. 401(k) Plan (TX) $19M · 144
- Bst & Co. Cpas, LLP 401(k) Plan (NY) $19M · 109
Similar participant headcount
Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.
- Spartan Race, Inc. 401(k) Plan (MA) 193 · 0 off
- Glenstone Foundation 401(k) Plan (MD) 193 · 0 off
- Security Risk Advisors Intl, LLC 401(k) Profit Sharing Plan (PA) 193 · 0 off
- Royal Plywood Co., LLC Profit Sharing Plan (CA) 193 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.