401(k) · DOL Form 5500 · 2022

San Mateo Credit Union 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
188
Participants Below avg headcount
83rd
Percentile by assets National rank
$163,920
Avg per participant Above avg balance/head
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Official DOL plan name: San Mateo Credit Union 401(k) Plan · Sponsored by San Mateo Credit Union · California · Finance & Insurance

$31M in assets, 188 participants

San Mateo Credit Union's San Mateo Credit Union 401(k) Plan reported $31M in total assets and 188 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,736 in Finance & Insurance (9,261 peers)

Coverage in California

San Mateo Credit Union 401(k) Plan covers 188 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $31M.

#6,736
in Finance & Insurance (9,261 peers)
-11.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

San Mateo Credit Union 401(k) Plan's outsized position by total assets

San Mateo Credit Union 401(k) Plan vs every filed plan by assets

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

$30,817,049 Top 17% higher than 83% 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

San Mateo Credit Union 401(k) Plan 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. San Mateo Credit Union 401(k) Plan sits mid-pack in the medium band (188 participants).

Form 5500 schedule snapshot

Filing strip 941231186 · San Mateo Credit Union PY 2022 · 401(k)

San Mateo Credit Union 401(k) Plan · $31M · 188 · 83rd

  • ASSETS $31M
  • PCT 188
  • EIN 83rd
  • RANK 401(k)
  • PHOTO near Continental Real Estate Companies Retirement Plan
  • IND ind #6736

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 →

San Mateo Credit Union 401(k) Plan in the asset neighbourhood

San Mateo Credit Union 401(k) PlanSan Mateo Credit Union 401(k…$31MContinental Real Estate Companies Retirement PlanContinental Real Estate Comp…$31MRetail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & TrustRetail Investors of Texas, L…$31MBerger Transfer & Storage, Inc. 401(k) Plan and TrustBerger Transfer & Storage, I…$31MFirst Co Bancorp, Inc. 401(k) PlanFirst Co Bancorp, Inc. 401(k…$31M
End-of-year total assets ($M) among San Mateo Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$31M
Net Income-$4M
Employer EIN941231186
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (San Mateo Credit Union)

Sponsor-wide plan assets over time

All San Mateo Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$44M 41.42859363334887% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $30.8M $43.6M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 188 $31M
2023 1 199 $38M
2024 1 210 $44M

Nearby 401(k) Plans in California

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

San Mateo Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants San Mateo Credit Union 401(k) Plan, Total assets ($B): 0.030817049 · Participants: 188San Mateo Credit Union 401(k) 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
San Mateo Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare San Mateo Credit Union 401(k) Plan side-by-side with 3 peers →

San Mateo Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Continental Real Estate Companies Retirement Plan in OH ($31M); by covered participants it is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 San Mateo Credit Union 401(k) Plan assets move in 2022? ▼
San Mateo Credit Union 401(k) Plan pulled back noticeably - down 11.4% during 2022, from $35M to $31M. Reported net income was -$4M.
How have San Mateo Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), San Mateo Credit Union's sponsor-wide assets grew 41.4%, from $31M to $44M.
Where does San Mateo Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
San Mateo Credit Union 401(k) Plan ranks in the 83rd 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 San Mateo Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Continental Real Estate Companies Retirement Plan in OH ($31M, 144 participants).
Which 401(k) plans cover a similar participant headcount to San Mateo Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mammoth Tech 401(k) Profit Sharing Plan in OH (188 participants, N/A 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 941231186.

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.