401(k) · DOL Form 5500 · 2022

Cu Direct Corporation 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
575
Participants Below avg headcount
92nd
Percentile by assets National rank
$142,378
Avg per participant Near avg balance/head
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Official DOL plan name: Cu Direct Corporation Capital Accumulation Plan · Sponsored by Cu Direct Corporation · California · Information & Media

$82M in assets, 575 participants

Cu Direct Corporation's Cu Direct Corporation Capital Accumulation Plan reported $82M in total assets and 575 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.

  • #2,551 in Information & Media (2,911 peers)

Where Cu Direct Corporation Capital Accumulation Plan sits by assets

Cu Direct Corporation Capital Accumulation Plan sits in the top 10% of all filed plans by assets, $82M for 575 participants (~$142,378/participant), down 12.9% in 2022.

#2,551
in Information & Media (2,911 peers)
-12.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Cu Direct Corporation Capital Accumulation Plan's outsized position by total assets

Cu Direct Corporation Capital Accumulation Plan vs every filed plan by assets

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

$81,867,104 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

Cu Direct Corporation Capital Accumulation 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. Cu Direct Corporation Capital Accumulation Plan sits mid-pack in the medium band (575 participants).

EBSA filing schedule strip

Filing strip 954512320 · Cu Direct Corporation PY 2022 · 401(k)

Cu Direct Corporation Capital Accumulation Plan · $82M · 575 · 92nd

  • EBSA $82M
  • EBSA 575
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near Berkshire Hathaway Guard Profit Sharing/401(k) Plan
  • EBSA ind #2551

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 Information & Media retirement plans → · Plans in California →

Cu Direct Corporation Capital Accumulation Plan in the asset neighbourhood

Mbn Savings Plan$82MQuarternorth Energy 401(k) PlanQuarternorth Energy 401(k) P…$82MCu Direct Corporation Capital Accumulation PlanCu Direct Corporation Capita…$82MBerkshire Hathaway Guard Profit Sharing/401(k) PlanBerkshire Hathaway Guard Pro…$82MRailworks Corporation Incentive PlanRailworks Corporation Incent…$82M
End-of-year total assets ($M) among Cu Direct Corporation Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$82M
Net Income-$12M
Employer EIN954512320
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cu Direct Corporation)

Sponsor-wide plan assets over time

All Cu Direct Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$116M 42.11202707255896% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $81.9M $116M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 575 $82M
2023 1 641 $101M
2024 1 637 $116M

Nearby 401(k) Plans in California

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

Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cu Direct Corporation Capital Accumulation Plan, Total assets ($B): 0.081867104 · Participants: 575Cu Direct Corporation Capital Accumulation 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
Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cu Direct Corporation Capital Accumulation Plan side-by-side with 3 peers →

Cu Direct Corporation Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Berkshire Hathaway Guard Profit Sharing/401(k) Plan in PA ($82M); by covered participants it is Labcon, Inc. 401(k) Plan in TX (575 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (575 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 Cu Direct Corporation Capital Accumulation Plan assets move in 2022? ▼
Cu Direct Corporation Capital Accumulation Plan pulled back noticeably - down 12.9% during 2022, from $94M to $82M. Reported net income was -$12M.
How have Cu Direct Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cu Direct Corporation's sponsor-wide assets grew 42.1%, from $82M to $116M.
Where does Cu Direct Corporation Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Cu Direct Corporation Capital Accumulation 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 Cu Direct Corporation Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Berkshire Hathaway Guard Profit Sharing/401(k) Plan in PA ($82M, 916 participants).
Which 401(k) plans cover a similar participant headcount to Cu Direct Corporation Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Labcon, Inc. 401(k) Plan in TX (575 participants, $3M 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 954512320.

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.