401(k) · DOL Form 5500 · 2022

1st United Credit Union 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
166
Participants Small participant base
82nd
Percentile by assets National rank
$170,218
Avg per participant Above avg balance/head
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Official DOL plan name: 1st United Credit Union Profit Sharing and Savings Plan · Sponsored by 1st United Credit Union · California · Finance & Insurance

$28M in assets, 166 participants

1st United Credit Union's 1st United Credit Union Profit Sharing and Savings Plan reported $28M in total assets and 166 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,582 in Finance & Insurance (9,261 peers)

Coverage in California

1st United Credit Union Profit Sharing and Savings Plan covers 166 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $28M.

#6,582
in Finance & Insurance (9,261 peers)
-13.2%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

1st United Credit Union Profit Sharing and Savings Plan's outsized position by total assets

1st United Credit Union Profit Sharing and Savings Plan vs every filed plan by assets

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

$28,256,189 Top 18% higher than 82% of 139,123 filed plans

This plan $0 $2,050,000,000 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

1st United Credit Union Profit Sharing and Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 1st United Credit Union Profit Sharing and Savings Plan sits mid-pack in the medium band (166 participants).

EBSA filing schedule strip

Filing strip 940335800 · 1st United Credit Union PY 2022 · 401(k)

1st United Credit Union Profit Sharing and Savings Plan · $28M · 166 · 82nd

  • EOY $28M
  • 5500 166
  • ASSETS 82nd
  • PCT 401(k)
  • EIN near Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan
  • RANK ind #6582

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in California →

1st United Credit Union Profit Sharing and Savings Plan in the asset neighbourhood

1st United Credit Union Profit Sharing and Savings Plan1st United Credit Union Prof…$28MArtiflex Manufacturing Gerstco Division Deferred Profit Sharing PlanArtiflex Manufacturing Gerst…$28MSimplex Investments, LLC. 401(k) PlanSimplex Investments, LLC. 40…$28MWatauga Orthopaedics, PLC 401(k) Profit Sharing PlanWatauga Orthopaedics, PLC 40…$28MDrfirst.Com, Inc 401(k) Plan$28M
End-of-year total assets ($M) among 1st United Credit Union Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$28M
Net Income-$4M
Employer EIN940335800
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1st United Credit Union)

Sponsor-wide plan assets over time

All 1st United Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 41.42383815453669% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $40M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 166 $28M
2023 1 164 $34M
2024 1 172 $40M

Nearby 401(k) Plans in California

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

1st United Credit Union Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants 1st United Credit Union Profit Sharing and Savings Plan, Total assets ($B): 0.028256189 · Participants: 1661st United Credit Union Profit Sharing and Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
1st United Credit Union Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare 1st United Credit Union Profit Sharing and Savings Plan side-by-side with 3 peers →

1st United Credit Union Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan in MI ($28M); by covered participants it is Client Solution Architects, LLC 401(k) Plan in PA (166 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 1st United Credit Union Profit Sharing and Savings Plan assets move in 2022? ▼
1st United Credit Union Profit Sharing and Savings Plan pulled back noticeably - down 13.2% during 2022, from $33M to $28M. Reported net income was -$4M.
How have 1st United Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1st United Credit Union's sponsor-wide assets grew 41.4%, from $28M to $40M.
Where does 1st United Credit Union Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
1st United Credit Union Profit Sharing and Savings Plan ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 1st United Credit Union Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Artiflex Manufacturing Gerstco Division Deferred Profit Sharing Plan in MI ($28M, 401 participants).
Which 401(k) plans cover a similar participant headcount to 1st United Credit Union Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Client Solution Architects, LLC 401(k) Plan in PA (166 participants, N/A in assets).

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 940335800.

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.