Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STALEY CREDIT UNION
EIN 37-6026317bankingLatest filing 2025
Plans
2
Retirement
2
$13.6M assets
Welfare
0
Participants
107
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $13.6M assets / 107 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
STALEY CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN
CashBalance
Assets$9.2M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
STALEY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$4.5M
Participants58
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 | STALEY CREDIT UNION CASH BALANCE RETIREMENT PENSION PLAN | CashBalance | $9.2M | 49 | 2025 | |
| 002 | STALEY CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | 401k | $4.5M | 58 | 2025 |
Retirement plans