401(k) · DOL Form 5500 · 2022

Adelfi Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
98
Participants Small participant base
80th
Percentile by assets National rank
$252,182
Avg per participant Above avg balance/head
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Official DOL plan name: Adelfi Credit Union · Sponsored by Adelfi Credit Union · California · Finance & Insurance

$25M in assets, 98 participants

Adelfi Credit Union's Adelfi Credit Union reported $25M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,340 in Finance & Insurance (9,261 peers)

Where Adelfi Credit Union sits by assets

Adelfi Credit Union sits in the top quartile of all filed plans by assets, $25M for 98 participants (~$252,182/participant), down 21.1% in 2022.

#6,340
in Finance & Insurance (9,261 peers)
-21.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Adelfi Credit Union's outsized position by total assets

Adelfi Credit Union vs every filed plan by assets

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

$24,713,821 Top 20% higher than 80% 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

Adelfi Credit Union among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelfi Credit Union is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 956111723 · Adelfi Credit Union PY 2022 · 401(k)

Adelfi Credit Union · $25M · 98 · 80th

  • IND $25M
  • EOY 98
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan
  • EIN ind #6340

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 →

Adelfi Credit Union in the asset neighbourhood

Keweenaw Bay Indian Community 401(k) PlanKeweenaw Bay Indian Communit…$25MAdelfi Credit Union$25MEmployee Owned Holdings, Inc. 401(k) Profit Sharing PlanEmployee Owned Holdings, Inc…$25MMattoon Precision Manufacturing, Inc. Profit Sharing 401(k) PlanMattoon Precision Manufactur…$25MRoyal Neighbors of America 401(k) Retirement PlanRoyal Neighbors of America 4…$25M
End-of-year total assets ($M) among Adelfi Credit Union and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$25M
Net Income-$7M
Employer EIN956111723
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelfi Credit Union)

Sponsor-wide plan assets over time

All Adelfi Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.25314689298753% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $24.7M $28M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 98 $25M
2023 1 101 $27M
2024 1 94 $28M

Nearby 401(k) Plans in California

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

Adelfi Credit Union vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Adelfi Credit Union, Total assets ($B): 0.024713821 · Participants: 98Adelfi Credit UnionWells 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
Adelfi Credit Union vs. nearby 401(k) plans in California, assets vs. participants
Compare Adelfi Credit Union side-by-side with 3 peers →

Adelfi Credit Union's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan in TX ($25M); by covered participants it is Sierra7 401(k) Plan in VA (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Adelfi Credit Union assets move in 2022? ▼
Adelfi Credit Union declined sharply - down 21.1% during 2022, from $31M to $25M. Reported net income was -$7M.
How have Adelfi Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelfi Credit Union's sponsor-wide assets grew 13.3%, from $25M to $28M.
Where does Adelfi Credit Union rank by assets among Form 5500 filers? ▼
Adelfi Credit Union ranks in the 80th 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 Adelfi Credit Union? ▼
Among 401(k) plans in other states, the closest by assets is Employee Owned Holdings, Inc. 401(k) Profit Sharing Plan in TX ($25M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Adelfi Credit Union? ▼
Among 401(k) plans in other states, the closest by covered participants is Sierra7 401(k) Plan in VA (98 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 956111723.

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.