401(k) · DOL Form 5500 · 2024

Topline Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
179
Participants Small participant base
74th
Percentile by assets National rank
$138,747
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#5,163
in Finance & Insurance (8,549 peers)
+55.4%
assets growth YoY

Topline Financial Credit Union 401(k) Plan's outsized position 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 $2,050,000,000 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

Topline Financial 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. Topline Financial Credit Union 401(k) Plan sits mid-pack in the medium band (179 participants).

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 →

EBSA filing schedule strip

Filing strip 410415960 · Topline Financial Credit Union PY 2024 · 401(k)

Topline Financial Credit Union 401(k) Plan · $25M · 179 · 74th

  • NET $25M
  • NET 179
  • NET 74th
  • NET 401(k)
  • NET near Amico Holding Company 401(k) Plan
  • NET ind #5163

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 Minnesota →

Topline Financial Credit Union 401(k) Plan in the asset neighbourhood

Topline Financial Credit Union 401(k) PlanTopline Financial Credit Uni…$25MAmico Holding Company 401(k) PlanAmico Holding Company 401(k)…$25MHaynie & Co. 401(k) Plan$25MThe Equity Technology Group 401(k) PlanThe Equity Technology Group …$25MLoftware, Inc. 401(k) Profit Sharing PlanLoftware, Inc. 401(k) Profit…$25M
End-of-year total assets ($M) among Topline Financial Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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)

Sponsor-wide plan assets over time

All Topline Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 74.81200014725074% vs 2022
2024 filing year
$10M$15M$20M$25M$30M 202220232024 $14.2M $24.8M ▲ +74.8%
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 ($B) Participants Topline Financial Credit Union 401(k) Plan, Total assets ($B): 0.024835644 · Participants: 179Topline Financial Credit Union 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Topline Financial Credit Union 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Topline Financial Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Amico Holding Company 401(k) Plan in AL ($25M); by covered participants it is Davies Life & Health, Inc. in MA (179 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (179 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 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).
Which 401(k) plans cover a similar participant headcount to Topline Financial Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Davies Life & Health, Inc. in MA (179 participants, N/A 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 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.