401(k) · DOL Form 5500 · 2022

Schoolsfirst Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$307M
Total assets Above avg plan size
2,613
Participants Above avg headcount
97th
Percentile by assets National rank
$117,308
Avg per participant Below avg balance/head
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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.

  • #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.

#8,746
in Finance & Insurance (9,261 peers)
-9.9%
assets change YoY
3.1×
vs typical plan assets (national mean)

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.

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$306,526,923 Top 3% higher than 97% 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

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoolsfirst Federal Credit Union 401(k) Retirement Plan lands in the large band (2,613 participants).

EBSA filing schedule strip

Filing strip 951068595 · Schoolsfirst Federal Credit Union PY 2022 · 401(k)

Schoolsfirst Federal Credit Union 401(k) Retirement Plan · $307M · 2,613 · 97th

  • PCT $307M
  • PCT 2,613
  • PCT 97th
  • PCT 401(k)
  • PCT near Tanner Advantage 401(k) Plan
  • PCT ind #8746

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 →

Schoolsfirst Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Ati Retirement Plan$307MIntrado Corporation Employee 401(k) PlanIntrado Corporation Employee…$307MTanner Advantage 401(k) Plan$307MSchoolsfirst Federal Credit Union 401(k) Retirement PlanSchoolsfirst Federal Credit …$307MElbit Systems of America Consolidated 401(k) Savings PlanElbit Systems of America Con…$306M
End-of-year total assets ($M) among Schoolsfirst Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$340M
Net Assets (End of Year)$307M
Net Income-$34M
Employer EIN951068595
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schoolsfirst Federal Credit Union)

Sponsor-wide plan assets over time

All Schoolsfirst Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$440M 43.57580622697863% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $307M $440M ▲ +43.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Schoolsfirst Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.306526923 · Participants: 2613Schoolsfirst Federal Credit Union 401(k) Retirement 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
Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Schoolsfirst Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Tanner Advantage 401(k) Plan in GA ($307M); by covered participants it is T. W. U. - S. T. S. 401(k) Retirement Plan in NY (2,613 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($307M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,613 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 Schoolsfirst Federal Credit Union 401(k) Retirement Plan assets move in 2022? ▼
Schoolsfirst Federal Credit Union 401(k) Retirement Plan pulled back noticeably - down 9.9% during 2022, from $340M to $307M. Reported net income was -$34M.
How have Schoolsfirst Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schoolsfirst Federal Credit Union's sponsor-wide assets grew 43.6%, from $307M to $440M.
Where does Schoolsfirst Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Schoolsfirst Federal Credit Union 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tanner Advantage 401(k) Plan in GA ($307M, 3,599 participants).
Which 401(k) plans cover a similar participant headcount to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T. W. U. - S. T. S. 401(k) Retirement Plan in NY (2,613 participants, $85M 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 951068595.

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.