Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MEMBERS PLUS CREDIT UNION
EIN 04-2039851bankingLatest filing 2025
Plans
2
Retirement
2
$19.4M assets
Welfare
0
Participants
144
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.4M assets / 144 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MEMBERS PLUS CREDIT UNION PENSION PLAN
TraditionalDB
Assets$13.6M
Participants69
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MEMBERS PLUS CREDIT UNION 401(K) PLAN
401k
Assets$5.8M
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MEMBERS PLUS CREDIT UNION PENSION PLAN | TraditionalDB | $13.6M | 69 | 2024 | |
| 003 | MEMBERS PLUS CREDIT UNION 401(K) PLAN | 401k | $5.8M | 75 | 2025 |
Retirement plans