401(k) · DOL Form 5500 · 2022

Credit Union Southern California 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
338
Participants Below avg headcount
85th
Percentile by assets National rank
$112,162
Avg per participant Below avg balance/head
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Official DOL plan name: Credit Union of Southern California 401(k) Plan and Trust · Sponsored by Credit Union Southern California · California · Finance & Insurance

$38M in assets, 338 participants

Credit Union Southern California's Credit Union of Southern California 401(k) Plan and Trust reported $38M in total assets and 338 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #7,086 in Finance & Insurance (9,261 peers)

Where Credit Union of Southern California 401(k) Plan and Trust sits by assets

Credit Union of Southern California 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $38M for 338 participants (~$112,162/participant), down 12.2% in 2022.

#7,086
in Finance & Insurance (9,261 peers)
-12.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Credit Union of Southern California 401(k) Plan and Trust's outsized position by total assets

Credit Union of Southern California 401(k) Plan and Trust vs every filed plan by assets

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

$37,910,750 Top 15% higher than 85% 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

Credit Union of Southern California 401(k) Plan and Trust 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. Credit Union of Southern California 401(k) Plan and Trust sits mid-pack in the medium band (338 participants).

DOL schedule card

Filing strip 951818041 · Credit Union Southern California PY 2022 · 401(k)

Credit Union of Southern California 401(k) Plan and Trust · $38M · 338 · 85th

  • IND $38M
  • EOY 338
  • 5500 85th
  • ASSETS 401(k)
  • PCT near Ahold Delhaize USA Corporate Support Retirement Savings Plan
  • EIN ind #7086

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 →

Credit Union of Southern California 401(k) Plan and Trust in the asset neighbourhood

Credit Union of Southern California 401(k) Plan and TrustCredit Union of Southern Cal…$38MAhold Delhaize USA Corporate Support Retirement Savings PlanAhold Delhaize USA Corporate…$38MFoxworth-Galbraith Lumber Company & Associated Companies 401(k) PlanFoxworth-Galbraith Lumber Co…$38MMid Penn Bank Retirement Plan$38MJoeris General Contractors, Ltd. 401(k) Retirement PlanJoeris General Contractors, …$38M
End-of-year total assets ($M) among Credit Union of Southern California 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$38M
Net Income-$5M
Employer EIN951818041
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union Southern California)

Sponsor-wide plan assets over time

All Credit Union Southern California plans reported in each filing year

Latest sponsor-wide plan assets
$55M 45.52407694387476% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.9M $55.2M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 338 $38M
2023 1 366 $46M
2024 1 397 $55M

Nearby 401(k) Plans in California

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

Credit Union of Southern California 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Credit Union of Southern California 401(k) Plan and Trust, Total assets ($B): 0.03791075 · Participants: 338Credit Union of Southern California 401(k) Plan and TrustWells 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
Credit Union of Southern California 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Credit Union of Southern California 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ahold Delhaize USA Corporate Support Retirement Savings Plan in MA ($38M); by covered participants it is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Credit Union of Southern California 401(k) Plan and Trust assets move in 2022? ▼
Credit Union of Southern California 401(k) Plan and Trust pulled back noticeably - down 12.2% during 2022, from $43M to $38M. Reported net income was -$5M.
How have Credit Union Southern California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union Southern California's sponsor-wide assets grew 45.5%, from $38M to $55M.
Where does Credit Union of Southern California 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Credit Union of Southern California 401(k) Plan and Trust ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Credit Union of Southern California 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Ahold Delhaize USA Corporate Support Retirement Savings Plan in MA ($38M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union of Southern California 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nursecore Management Services, LLC. 401(k) Profit Sharing Plan in TX (338 participants, $2M 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 951818041.

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.