Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
OCEAN FINANCIAL FEDERAL CREDIT UNION
EIN 11-6175748bankingLatest filing 2025
Plans
2
Retirement
2
$12.6M assets
Welfare
0
Participants
115
21 MORRIS AVENUE - ROCKVILLE CENTRE, NY 11570516-620-8100oceanfinancial.orgLinkedIn11-50 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.6M assets / 115 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#022
OCEAN FINANCIAL FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN
CashBalance
Assets$7.0M
Participants52
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#033
OCEAN FINANCIAL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$5.6M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 022 | OCEAN FINANCIAL FEDERAL CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN | CashBalance | $7.0M | 52 | 2024 | |
| 033 | OCEAN FINANCIAL FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $5.6M | 63 | 2025 |
Retirement plans