401(k) · DOL Form 5500 · 2022
Schoolsfirst Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $307M
- Total assets
- 2,613
- Participants
- 97th
- Percentile by assets
- $117,308
- Avg per participant
Official DOL plan name: Schoolsfirst Federal Credit Union 401(k) Retirement Plan · Sponsored by Schoolsfirst Federal Credit Union · California · Finance & Insurance
$307M in assets, 2,613 participants
Schoolsfirst Federal Credit Union's Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported $307M in total assets and 2,613 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #8,746 in Finance & Insurance (9,261 peers)
Coverage in California
Schoolsfirst Federal Credit Union 401(k) Retirement Plan covers 2,613 participants in California, 4.1x the typical California plan (state average ~630 per filing). Assets: $307M.
- $307M
- total plan assets (2022 EOY)
- 2,613
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $117,308
- avg assets per participant
The plan reported a net loss of $34M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Schoolsfirst Federal Credit Union 401(k) Retirement Plan reports 2,613 participants - 4.1x that state average ($307M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $340M |
|---|---|
| Net Assets (End of Year) | $307M |
| Net Income | -$34M |
| Employer EIN | 951068595 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schoolsfirst Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,613 | $307M |
| 2023 | 1 | 2,787 | $373M |
| 2024 | 1 | 2,885 | $440M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Schoolsfirst Federal Credit Union 401(k) Retirement 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 Schoolsfirst Federal Credit Union 401(k) Retirement Plan by total assets, not by location.
- Tanner Advantage 401(k) Plan (GA) $307M · 3,599
- Intrado Corporation Employee 401(k) Plan (NY) $307M · 2,982
- Ati Retirement Plan (TX) $307M · 2,389
- Elbit Systems of America Consolidated 401(k) Savings Plan (TX) $306M · 2,362
Frequently Asked Questions
How did Schoolsfirst Federal Credit Union 401(k) Retirement Plan assets move in 2022? ▼
How have Schoolsfirst Federal Credit Union plan assets changed over time? ▼
Where does Schoolsfirst Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Next read for Schoolsfirst Federal Credit Union 401(k)…
Filing takeaways
Ways to act on Schoolsfirst Federal Credit Union 401(k) Retirement Plan's numbers.
- By total assets, Schoolsfirst Federal Credit Union 401(k) Retirement Plan ranks in the top 5% 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
- Schoolsfirst Federal Credit Union's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Finance & Insurance plans