Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

NUVISION FEDERAL CREDIT UNION SAVINGS PLAN

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

NUVISION FEDERAL CREDIT UNION

This Profit Sharing plan holds $55M in total assets and serves 513 participants as of 2022. It is sponsored by NUVISION FEDERAL CREDIT UNION in California. The plan reported a net loss of $10M for the year.

Total Assets (2023)
$55M
Participants
513
State
Industry
Other Services

What the Filing Says About NUVISION FEDERAL CREDIT UNION SAVINGS PLAN

NUVISION FEDERAL CREDIT UNION SAVINGS PLAN is a Profit Sharing retirement plan sponsored by NUVISION FEDERAL CREDIT UNION, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 513 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951644517, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $65M at the beginning of 2022 to $55M at year-end — a decline of 16.1%. Net assets (after liabilities) closed the year at $55M, with reported net income of $-10,465,235 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)$65M
Total Assets (End of Year)$55M
Net Assets (End of Year)$55M
Net Income$-10,465,235
Plan TypeProfit Sharing
Employer EIN951644517
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NUVISION FEDERAL CREDIT UNION)

Year Plans Participants Total Assets
2022 2 553 $65M
2023 2 539 $73M
2024 2 543 $78M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
As of the 2022 Form 5500 filing, NUVISION FEDERAL CREDIT UNION SAVINGS PLAN holds $55M in total assets with 513 participants. It is sponsored by NUVISION FEDERAL CREDIT UNION.
What type of plan is NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN is a Profit Sharing plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 951644517.
Who sponsors the NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN is sponsored by NUVISION FEDERAL CREDIT UNION, located in California. The sponsor's EIN is 951644517 and the plan operates in the Other Services industry.
How did NUVISION FEDERAL CREDIT UNION SAVINGS PLAN perform in 2022?
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN declined by 16.1% during 2022, moving from $65M to $55M in total assets. Net income was $-10,465,235.
Where can I find official filings for NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
Official Form 5500 filings for NUVISION FEDERAL CREDIT UNION SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951644517 or plan name at efast.dol.gov.
How does NUVISION FEDERAL CREDIT UNION SAVINGS PLAN compare to other plans?
You can compare NUVISION FEDERAL CREDIT UNION SAVINGS PLAN against other Profit Sharing 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 951644517.

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 official public datasets. See our methodology for details.