401(k) · DOL Form 5500 · 2022

Educational Employees Credit Union 401(k) Plan

Data updated 2026-08-11

$71M
Total assets
521
Participants
91st
Percentile by assets
$135,380
Avg per participant
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Official DOL plan name: Educational Employees Credit Union 401(k) Plan · Sponsored by Educational Employees Credit Union · California · Finance & Insurance

$71M in assets, 521 participants

Educational Employees Credit Union's Educational Employees Credit Union 401(k) Plan reported $71M in total assets and 521 participants in its 2022 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 91st percentile by assets (of 139,126 plans)
  • #7,860 in Finance & Insurance (9,261 peers)

Where Educational Employees Credit Union 401(k) Plan sits by assets

Educational Employees Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $71M for 521 participants (~$135,380/participant), down 17.3% in 2022.

$71M
total plan assets (2022 EOY)
521
covered participants
91st
percentile by assets (of 139,126 plans)
$135,380
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Educational Employees Credit Union 401(k) Plan sits by total assets

Educational Employees Credit Union 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$70,533,023 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

State
California
Industry
Finance & Insurance

Educational Employees Credit Union 401(k) Plan vs the 2022 asset distribution

By assets, Educational Employees Credit Union 401(k) Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$85M
Net Assets (End of Year)$71M
Net Income-$15M
Employer EIN941031345
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Employees Credit Union)

$60M$70M$80M$90M$100M 202220232024 $70.5M $91.3M ▲ +29.4%
Total plan assets by year, all Educational Employees Credit Union plans on file
Year Plans Participants Total Assets
2022 1 521 $71M
2023 1 525 $83M
2024 1 554 $91M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Educational Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Educational Employee…, Total assets ($B): 0.070533023 · Participants: 521Educational Employee…Wells Fargo & Compan…, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 4…Chevron Employee Sav…, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Sav…Intel 401(k) Savings…, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings…
Educational Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Educational Employees Credit Union 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Educational Employees Credit Union 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Educational Employees Credit Union 401(k) Plan assets move in 2022? ▼
Educational Employees Credit Union 401(k) Plan declined sharply - down 17.3% during 2022, from $85M to $71M. Reported net income was -$15M.
How have Educational Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Employees Credit Union's sponsor-wide assets grew 29.4%, from $71M to $91M.
Where does Educational Employees Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Educational Employees Credit Union 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Educational Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kiara, Inc. 401(k) Profit Sharing Plan in IL ($71M, 405 participants).

Next read for Educational Employees Credit Union 401(k…

Scale reading

Ways to act on Educational Employees Credit Union 401(k) Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941031345.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.