401(k) · DOL Form 5500 · 2024

Municipal Credit Union 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
457
Participants Below avg headcount
72nd
Percentile by assets National rank
$48,009
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Municipal Credit Union 401(k) Plan · Sponsored by Municipal Credit Union · New York · Finance & Insurance

$22M in assets, 457 participants

Municipal Credit Union's Municipal Credit Union 401(k) Plan reported $22M in total assets and 457 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,921 in Finance & Insurance (8,549 peers)

Municipal Credit Union multi-year trail

Municipal Credit Union's plans moved -83.9% in assets from 2022 to 2024; this filing shows Municipal Credit Union 401(k) Plan at $22M / 457 participants.

#4,921
in Finance & Insurance (8,549 peers)
+20.2%
assets growth YoY

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

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

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

$21,940,144 Top 28% higher than 72% 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

Municipal Credit Union 401(k) 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. Municipal Credit Union 401(k) Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Municipal Credit Union 401(k) Plan reported participants rose from 309 in the plan year 2023 filing to 457 in the plan year 2024 filing.
  • Municipal Credit Union 401(k) Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Municipal Credit Union 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135261470 · Municipal Credit Union PY 2024 · 401(k)

Municipal Credit Union 401(k) Plan · $22M · 457 · 72nd

  • BOOK $22M
  • VS-ST 457
  • BOY 72nd
  • SCH 401(k)
  • EBSA near Carrot 401(k) Plan
  • PART ind #4921

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 New York →

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

Municipal Credit Union 401(k) PlanMunicipal Credit Union 401(k…$22MCarrot 401(k) Plan$22MTodd & Sargent, Inc. 401(k) Profit Sharing PlanTodd & Sargent, Inc. 401(k) …$22MK.T.G., USA Salary Employees 401(k) PlanK.T.G., USA Salary Employees…$22MPlenty 401(k) Plan$22M
End-of-year total assets ($M) among Municipal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Municipal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Municipal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 83.895657913769% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $228M $36.7M ▼ -83.9%
Year Plans Participants Total Assets
2022 2 503 $228M
2023 2 496 $188M
2024 2 640 $37M

Municipal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN135261470
Plan Effective Date2000-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Municipal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Municipal Credit Union 401(k) Plan, Total assets ($B): 0.021940144 · Participants: 457Municipal Credit Union 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Municipal Credit Union 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Municipal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Carrot 401(k) Plan in IA ($22M); by covered participants it is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Municipal Credit Union 401(k) Plan assets move in 2024? ▼
Municipal Credit Union 401(k) Plan grew sharply - up 20.2% during 2024, from $18M to $22M. Reported net income was $4M.
How have Municipal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Municipal Credit Union's sponsor-wide assets declined 83.9%, from $228M to $37M.
Which 401(k) plans are similar in size to Municipal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrot 401(k) Plan in IA ($22M, 440 participants).
Which 401(k) plans cover a similar participant headcount to Municipal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants, $63M 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 135261470.

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.