401(k) · DOL Form 5500 · 2022

California Credit Union 401(k) Plan

Data updated 2026-08-11

$84M
Total assets
536
Participants
92nd
Percentile by assets
$157,175
Avg per participant
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Official DOL plan name: California Credit Union 401(k) Plan · Sponsored by California Credit Union · California · Finance & Insurance

$84M in assets, 536 participants

California Credit Union's California Credit Union 401(k) Plan reported $84M in total assets and 536 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #8,038 in Finance & Insurance (9,261 peers)

Where California Credit Union 401(k) Plan sits by assets

California Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $84M for 536 participants (~$157,175/participant), down 16.3% in 2022.

$84M
total plan assets (2022 EOY)
536
covered participants
92nd
percentile by assets (of 139,126 plans)
$157,175
avg assets per participant

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$84,245,957 Top 8% higher than 92% 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

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

By assets, California Credit Union 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$84M
Net Income-$16M
Employer EIN950951410
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Credit Union)

$80M$90M$100M$110M$120M 202220232024 $84.3M $111M ▲ +32.1%
Total plan assets by year, all California Credit Union plans on file
Year Plans Participants Total Assets
2022 1 536 $84M
2023 2 608 $99M
2024 1 513 $111M

Nearby 401(k) Plans in California

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

California 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 ($B) Participants California Credit Un…, Total assets ($B): 0.084245957 · Participants: 536California Credit Un…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…
California Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did California Credit Union 401(k) Plan assets move in 2022?
California Credit Union 401(k) Plan declined sharply - down 16.3% during 2022, from $101M to $84M. Reported net income was -$16M.
How have California Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), California Credit Union's sponsor-wide assets grew 32.1%, from $84M to $111M.
Where does California Credit Union 401(k) Plan rank by assets among Form 5500 filers?
California Credit Union 401(k) Plan ranks in the 92nd 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 California Credit Union 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Systems & Technology Research 401(k) Profit Sharing Plan and T in MA ($84M, 561 participants).

Next read for California Credit Union 401(k) Plan

Scale reading

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