401(k) · DOL Form 5500 · 2022
Cu Direct Corporation 401(k) Plan
Data updated 2026-08-11
- $82M
- Total assets
- 575
- Participants
- 92nd
- Percentile by assets
- $142,378
- Avg per participant
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.
- 92nd percentile by assets (of 139,126 plans)
- #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.
- $82M
- total plan assets (2022 EOY)
- 575
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $142,378
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Cu Direct Corporation Capital Accumulation 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) | $94M |
|---|---|
| Net Assets (End of Year) | $82M |
| Net Income | -$12M |
| Employer EIN | 954512320 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cu Direct Corporation)
| 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
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Cu Direct Corporation Capital Accumulation Plan by total assets, not by location.
- Berkshire Hathaway Guard Profit Sharing/401(k) Plan (PA) $82M · 916
- Railworks Corporation Incentive Plan (NY) $82M · 1,046
- Mbn Savings Plan (VA) $82M · 447
- Quarternorth Energy 401(k) Plan (TX) $82M · 557
Frequently Asked Questions
How did Cu Direct Corporation Capital Accumulation Plan assets move in 2022? ▼
How have Cu Direct Corporation plan assets changed over time? ▼
Where does Cu Direct Corporation Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
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Next read for Cu Direct Corporation Capital Accumulati…
Scale reading
Ways to act on Cu Direct Corporation Capital Accumulation Plan's numbers.
- By total assets, Cu Direct Corporation Capital Accumulation Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Cu Direct Corporation's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Information & Media plans