401(k)
2022 plan-year 401(k) DOL Form 5500

The Golden 1 Employee Savings and Investment Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Golden 1 Credit Union · California · Finance & Insurance

What the 2023 filing shows

The Golden 1 Employee Savings and Investment Plan holds $157M for 1,916 participants — about $81,978 per participant, down 15.7% over the 2022 plan year.

$157M
total plan assets (2022 EOY)
1,916
covered participants
$81,978
avg assets per participant
-15.7%
assets change YoY

The plan reported a net loss of $29M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$157M
Participants
1,916
State
Industry
Finance & Insurance

What the Filing Says About The Golden 1 Employee Savings and Investment Plan

The Golden 1 Employee Savings and Investment Plan is a 401(k) retirement plan sponsored by Golden 1 Credit Union, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $157M in total end-of-year assets and covers 1,916 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 940362025, and the plan has been effective since 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $186M at the beginning of 2022 to $157M at year-end — a decline of 15.7%. Net assets (after liabilities) closed the year at $157M, with reported net income of $-29,338,627 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$186M
Total Assets (End of Year)$157M
Net Assets (End of Year)$157M
Net Income$-29,338,627
Plan Type401(k)
Employer EIN940362025
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golden 1 Credit Union)

Year Plans Participants Total Assets
2022 1 1,916 $157M
2023 1 2,011 $197M
2024 1 2,044 $237M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the The Golden 1 Employee Savings and Investment Plan?
As of the 2022 Form 5500 filing, The Golden 1 Employee Savings and Investment Plan holds $157M in total assets with 1,916 participants. It is sponsored by Golden 1 Credit Union.
What type of plan is The Golden 1 Employee Savings and Investment Plan?
The Golden 1 Employee Savings and Investment Plan is a 401(k) plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 940362025.
Who sponsors the The Golden 1 Employee Savings and Investment Plan?
The Golden 1 Employee Savings and Investment Plan is sponsored by Golden 1 Credit Union, located in California. The sponsor's EIN is 940362025 and the plan operates in the Finance & Insurance industry.
How did The Golden 1 Employee Savings and Investment Plan perform in 2022?
The Golden 1 Employee Savings and Investment Plan declined by 15.7% during 2022, moving from $186M to $157M in total assets. Net income was $-29,338,627.
Where can I find official filings for The Golden 1 Employee Savings and Investment Plan?
Official Form 5500 filings for The Golden 1 Employee Savings and Investment Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 940362025 or plan name at efast.dol.gov.
How does The Golden 1 Employee Savings and Investment Plan compare to other plans?
You can compare The Golden 1 Employee Savings and Investment Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 940362025.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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