401(k) · DOL Form 5500 · 2024

Topline Financial Credit Union 401(k) Plan

Data updated 2026-08-11

$25M
Total assets
179
Participants
74th
Percentile by assets
$138,747
Avg per participant
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Official DOL plan name: Topline Financial Credit Union 401(k) Plan · Sponsored by Topline Financial Credit Union · Minnesota · Finance & Insurance

$25M in assets, 179 participants

Topline Financial Credit Union's Topline Financial Credit Union 401(k) Plan reported $25M in total assets and 179 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • 74th percentile by assets (of 123,622 plans)
  • #5,163 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Topline Financial Credit Union 401(k) Plan covers 179 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

$25M
total plan assets (2024 EOY)
179
covered participants
74th
percentile by assets (of 123,622 plans)
$138,747
avg assets per participant

Where Topline Financial Credit Union 401(k) Plan sits by total assets

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

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

$24,835,644 Top 26% higher than 74% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Topline Financial Credit Union 401(k) Plan reported participants rose from 109 in the plan year 2023 filing to 179 in the plan year 2024 filing.
  • Topline Financial Credit Union 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Topline Financial Credit Union 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Minnesota
Industry
Finance & Insurance

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Topline Financial Credit Union 401(k) Plan reports 179 participants - about 16% of that state average ($25M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN410415960
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Topline Financial Credit Union)

$10M$15M$20M$25M$30M 202220232024 $14.2M $24.8M ▲ +74.8%
Total plan assets by year, all Topline Financial Credit Union plans on file
Year Plans Participants Total Assets
2022 1 108 $14M
2023 1 109 $16M
2024 1 179 $25M

Nearby 401(k) Plans in Minnesota

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

Topline Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Topline Financial Cr…, Total assets ($B): 0.024835644 · Participants: 179Topline Financial Cr…Wells Fargo & Compan…, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Compan…Unitedhealth Group 4…, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 4…Target Corporation 4…, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 4…Medtronic Savings an…, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings an…U.S. Bank 401(k) Sav…, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Sav…
Topline Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Topline Financial Credit Union 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Topline Financial Credit Union 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Topline Financial Credit Union 401(k) Plan assets move in 2024? ▼
Topline Financial Credit Union 401(k) Plan surged - up 55.4% during 2024, from $16M to $25M. Reported net income was $3M.
How have Topline Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Topline Financial Credit Union's sponsor-wide assets grew 74.8%, from $14M to $25M.
Which 401(k) plans are similar in size to Topline Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amico Holding Company 401(k) Plan in AL ($25M, 267 participants).

Next read for Topline Financial Credit Union 401(k) Pl…

Filing takeaways

Ways to act on Topline Financial Credit Union 401(k) Plan's numbers.

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 410415960.

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.