· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS — NAFCU 401(K) SAVINGS PLAN, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240717120755NAL0003998497001
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS
Form 5500-SF
FILING_RECEIVED
NAFCU 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
122
Plan assets (EOY)
$23.6M
Net assets (EOY)
$23.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS
.
Find decision makers
Plan sponsor
Name
NATIONAL ASSOCIATION OF FEDERAL CREDIT UNIONS
EIN
95-2642719
Address
3138 10TH STREET N · ARLINGTON, VA · 222012149
Phone
(703) 522-4770
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-07-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
ORNL FEDERAL CREDIT UNION
ORNL FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
$23.7M · 87 participants
COMMUNITY 1ST CREDIT UNION
COMMUNITY 1ST CREDIT UNION 401(K) PLAN
$23.5M · 280 participants
PEACH STATE FEDERAL CREDIT UNION
PEACH STATE FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN
$23.8M · 219 participants
ST. MARY'S BANK
ST. MARY'S BANK 401(K) PLAN
$23.8M · 299 participants
RAVE FINANCIAL CREDIT UNION
RAVE FINANCIAL 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$23.4M · 298 participants
CYPRUS FEDERAL CREDIT UNION
CYPRUS FEDERAL CREDIT UNION 401(K) PROFIT SHARING PLAN AND TRUST
$23.4M · 440 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
