Employer plans run by TruStage (CUNA Mutual)
TruStage (CUNA Mutual) is the recordkeeper or administrator on the latest annual report of 30 active retirement plans at the large employers on this site, covering 65,407 participants.
Plans
| Employer | Plan | Participants |
|---|---|---|
| Credit Union Retirement Plan Association | Credit Union Retirement Plan Association 401(k) Plan | 26,851 |
| Michigan Credit Union League | Retirement Plan for Michigan Credit Union Employees 401(k) Savings Plan | 15,666 |
| Global Federal Credit Union | Global 401(k) Retirement Plan | 2,460 |
| Lake Michigan Credit Union | Lake Michigan Credit Union Cash Balance Defined Benefit Plan and Trust | 1,768 |
| Summit Credit Union | Summit Credit Union Capital Accumulation Plan | 1,231 |
| Truliant Federal Credit Union | Truliant Federal Credit Union 401(k) Plan and Trust | 1,221 |
| Keesler Federal Credit Union | Keesler Federal Credit Union 401(k) Plan and Trust | 1,088 |
| Truliant Federal Credit Union | Truliant Federal Credit Union Pension Plan | 1,041 |
| Community First Credit Union | Community First Credit Union Capital Accumulation Plan | 938 |
| Summit Credit Union | Summit Credit Union Retirement Pension Plan | 872 |
| Everwise Credit Union | Everwise Credit Union 401(k) Plan | 871 |
| Patelco Credit Union | Patelco Credit Union Employees 401(k) Plan | 852 |
| United Nations Federal Credit Union | United Nations Federal Credit Union Cash Balance Retirement Pension Plan | 850 |
| Goldenwest Federal Credit Union | Goldenwest Federal Credit Union 401(k) Plan and Trust | 788 |
| Coastal Federal Credit Union | Coastal Federal Credit Union 401(k) Plan and Trust | 759 |
| Sunward Federal Credit Union | Sunward Federal Credit Union Employees' Cash Balance Pension Plan | 752 |
| Goldenwest Federal Credit Union | Goldenwest Federal Credit Union Defined Benefit Plan and Trust | 706 |
| Sunward Federal Credit Union | Sunward Federal Credit Union 401(k) Plan and Trust | 677 |
| Jovia Financial Credit Union | Jovia Financial Credit Union Capital Appreciation Plan | 633 |
| Community First Credit Union | Community First Credit Union Defined Benefit Plan and Trust | 627 |
| Arkansas Federal Credit Union | Arkansas Federal Credit Union Cash Balance Defined Benefit Plan and Trust | 627 |
| Consumers Credit Union | Consumers Credit Union 401(k) Plan and Trust | 568 |
| Consumers Credit Union | Consumers Credit Union Defined Benefit Plan and Trust | 568 |
| Cyprus Federal Credit Union | Cyprus Federal Credit Union 401(k) Profit Sharing Plan and Trust | 523 |
| Jovia Financial Credit Union | Jovia Financial Credit Union Defined Benefit Plan and Trust | 517 |
| Cyprus Federal Credit Union | Cyprus Federal Credit Union Cash Balance Defined Benefit Plan and Trust | 499 |
| Hapo Community Credit Union | Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust | 477 |
| Arkansas Federal Credit Union | Arkansas Federal Credit Union 401(k) Plan and Trust | 472 |
| Global Federal Credit Union | Global Defined Benefit Retirement Plan | 287 |
| Keesler Federal Credit Union | Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust | 218 |
What these numbers are
- They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
- Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
- The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
- We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.
Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.