401(k) · DOL Form 5500 · 2022

California Credit Union 401(k) Plan

Data updated 2026-08-25

$84M
Total assets Below avg plan size
536
Participants Below avg headcount
92nd
Percentile by assets National rank
$157,175
Avg per participant Above avg balance/head
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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.

  • #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.

#8,038
in Finance & Insurance (9,261 peers)
-16.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

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.

California Credit Union 401(k) Plan's outsized position 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 $2,050,000,000 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

California Credit Union 401(k) 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. California Credit Union 401(k) Plan sits mid-pack in the medium band (536 participants).

DOL schedule card

Filing strip 950951410 · California Credit Union PY 2022 · 401(k)

California Credit Union 401(k) Plan · $84M · 536 · 92nd

  • ASSETS $84M
  • ASSETS 536
  • ASSETS 92nd
  • ASSETS 401(k)
  • ASSETS near Systems & Technology Research 401(k) Profit Sharing Plan and T
  • ASSETS ind #8038

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 →

California Credit Union 401(k) Plan in the asset neighbourhood

Superior Industries, Inc. 401(k) Retirement PlanSuperior Industries, Inc. 40…$84MCalifornia Credit Union 401(k) PlanCalifornia Credit Union 401(…$84MSystems & Technology Research 401(k) Profit Sharing Plan and TSystems & Technology Researc…$84MInternational Dairy Queen, Inc. Retirement Savings PlanInternational Dairy Queen, I…$84MWiley & Wilson, Inc. Employee Stock Ownership and Savings PlanWiley & Wilson, Inc. Employe…$84M
End-of-year total assets ($M) among California Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All California Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$111M 32.09545948893429% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.3M $111M ▲ +32.1%
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 ($B) Participants California Credit Union 401(k) Plan, Total assets ($B): 0.084245957 · Participants: 536California Credit Union 401(k) 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
California Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Systems & Technology Research 401(k) Profit Sharing Plan and T in MA ($84M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (536 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (536 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 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).
Which 401(k) plans cover a similar participant headcount to California Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oskar Blues Restaurant 401(k) Plan in CO (536 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 950951410.

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.