401(k) · DOL Form 5500 · 2022
Cu Cooperative Systems, Inc. 401(k) Plan
Data updated 2026-08-11
- $152M
- Total assets
- 1,659
- Participants
- 95th
- Percentile by assets
- $91,390
- Avg per participant
Official DOL plan name: Co-Op 401(k) Retirement Plan · Sponsored by Cu Cooperative Systems, Inc. · California · Finance & Insurance
$152M in assets, 1,659 participants
Cu Cooperative Systems, Inc.'s Co-Op 401(k) Retirement Plan reported $152M in total assets and 1,659 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 139,126 plans)
- #8,432 in Finance & Insurance (9,261 peers)
Coverage in California
Co-Op 401(k) Retirement Plan covers 1,659 participants in California, 2.6x the typical California plan (state average ~630 per filing). Assets: $152M.
- $152M
- total plan assets (2022 EOY)
- 1,659
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $91,390
- avg assets per participant
The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Co-Op 401(k) Retirement Plan sits by total assets
Co-Op 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$151,615,495 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Co-Op 401(k) Retirement Plan reports 1,659 participants - 2.6x that state average ($152M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $172M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | -$20M |
| Employer EIN | 953732627 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cu Cooperative Systems, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,659 | $152M |
| 2023 | 1 | 1,953 | $184M |
| 2024 | 1 | 1,932 | $214M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Co-Op 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 Co-Op 401(k) Retirement Plan by total assets, not by location.
- Atria Senior Living, Inc. 401(k) Plan (KY) $152M · 7,707
- Ci US Holdings Inc. 401(k) Plan (FL) $152M · 342
- Gamestop, Corp. Employees' Savings Plan (TX) $152M · 11,029
- Zeus 401(k) Plan (SC) $152M · 1,626
Frequently Asked Questions
How did Co-Op 401(k) Retirement Plan assets move in 2022? ▼
How have Cu Cooperative Systems, Inc. plan assets changed over time? ▼
Where does Co-Op 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Co-Op 401(k) Retirement Plan? ▼
Next read for Co-Op 401(k) Retirement Plan
Filing takeaways
Ways to act on Co-Op 401(k) Retirement Plan's numbers.
- By total assets, Co-Op 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
- Cu Cooperative Systems, Inc.'s sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Finance & Insurance plans