401(k) · DOL Form 5500 · 2024

Columbia Credit Union 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
306
Participants Below avg headcount
81st
Percentile by assets National rank
$130,388
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Columbia 401(k) Plan · Sponsored by Columbia Credit Union · Washington · Finance & Insurance

$40M in assets, 306 participants

Columbia Credit Union's Columbia 401(k) Plan reported $40M in total assets and 306 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,084 in Finance & Insurance (8,549 peers)

Coverage in Washington

Columbia 401(k) Plan covers 306 participants in Washington, about 21% of the average Washington filer (state average ~1,476 per filing). Assets: $40M.

#6,084
in Finance & Insurance (8,549 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Columbia 401(k) Plan's outsized position by total assets

Columbia 401(k) Plan vs every filed plan by assets

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

$39,898,818 Top 19% higher than 81% 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

Columbia 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. Columbia 401(k) Plan sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Columbia 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Columbia 401(k) Plan end-of-year assets rose from $35M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Columbia 401(k) Plan reported participants rose from 290 in the plan year 2023 filing to 306 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 910617775 · Columbia Credit Union PY 2024 · 401(k)

Columbia 401(k) Plan · $40M · 306 · 81st

  • VS-ST $40M
  • BOY 306
  • SCH 81st
  • EBSA 401(k)
  • PART near Marketvision 401(k) Plan
  • TYPE ind #6084

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 Washington →

Columbia 401(k) Plan in the asset neighbourhood

Columbia 401(k) Plan$40MMarketvision 401(k) Plan$40MAxioma 401(k) Retirement Plan$40MC.H. Guernsey & Co. 401(k) Savings and Profit Sharing PlanC.H. Guernsey & Co. 401(k) S…$40MConroy Simberg 401(k) Plan$40M
End-of-year total assets ($M) among Columbia 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$40M
Net Income$5M
Employer EIN910617775
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Columbia Credit Union)

Sponsor-wide plan assets over time

All Columbia Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 29.848565400964723% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.7M $39.9M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 283 $31M
2023 1 290 $35M
2024 1 306 $40M

Nearby 401(k) Plans in Washington

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

Columbia 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Columbia 401(k) Plan, Total assets ($B): 0.039898818 · Participants: 306Columbia 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Columbia 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

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

Outside Washington, the nearest 401(k) by assets is Marketvision 401(k) Plan in OH ($40M); by covered participants it is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($40M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Columbia 401(k) Plan assets move in 2024?
Columbia 401(k) Plan grew at a solid clip - up 14.9% during 2024, from $35M to $40M. Reported net income was $5M.
How have Columbia Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Columbia Credit Union's sponsor-wide assets grew 29.8%, from $31M to $40M.
Where does Columbia 401(k) Plan rank by assets among Form 5500 filers?
Columbia 401(k) Plan ranks in the 81st 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 Columbia 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Marketvision 401(k) Plan in OH ($40M, 190 participants).
Which 401(k) plans cover a similar participant headcount to Columbia 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Holland Enterprises, Inc 401(k) Retirement Plan in ND (306 participants, N/A in assets).