401(k) · DOL Form 5500 · 2022

Santa Clara County Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
124
Participants Small participant base
78th
Percentile by assets National rank
$168,321
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Clara County Federal Credit Union 401(k) Plan · Sponsored by Santa Clara County Federal Credit Union · California · Finance & Insurance

$21M in assets, 124 participants

Santa Clara County Federal Credit Union's Santa Clara County Federal Credit Union 401(k) Plan reported $21M in total assets and 124 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,999 in Finance & Insurance (9,261 peers)

Coverage in California

Santa Clara County Federal Credit Union 401(k) Plan covers 124 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $21M.

#5,999
in Finance & Insurance (9,261 peers)
-11.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Santa Clara County Federal Credit Union 401(k) Plan's outsized position by total assets

Santa Clara County Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$20,871,776 Top 22% higher than 78% 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

Santa Clara County Federal 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. Santa Clara County Federal Credit Union 401(k) Plan sits mid-pack in the medium band (124 participants).

Plan-year Form 5500 strip

Filing strip 941509091 · Santa Clara County Federal Credit Union PY 2022 · 401(k)

Santa Clara County Federal Credit Union 401(k) Plan · $21M · 124 · 78th

  • TYPE $21M
  • TYPE 124
  • TYPE 78th
  • TYPE 401(k)
  • TYPE near Affordable Interior Systems, Inc. 401(k) Plan
  • TYPE ind #5999

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 →

Santa Clara County Federal Credit Union 401(k) Plan in the asset neighbourhood

Santa Clara County Federal Credit Union 401(k) PlanSanta Clara County Federal C…$21MAffordable Interior Systems, Inc. 401(k) PlanAffordable Interior Systems,…$21MWallace Saunders, Chartered 401(k) Profit Sharing PlanWallace Saunders, Chartered …$21MCcg 401(k) Plan$21MKoerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$21M
End-of-year total assets ($M) among Santa Clara County Federal 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)$24M
Net Assets (End of Year)$21M
Net Income-$3M
Employer EIN941509091
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Clara County Federal Credit Union)

Sponsor-wide plan assets over time

All Santa Clara County Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 36.009168553744544% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.4M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 124 $21M
2023 1 134 $25M
2024 1 133 $28M

Nearby 401(k) Plans in California

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

Santa Clara County Federal 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 ($B) Participants Santa Clara County Federal Credit Union 401(k) Plan, Total assets ($B): 0.020871776 · Participants: 124Santa Clara County Federal 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
Santa Clara County Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Clara County Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Santa Clara County Federal 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 Affordable Interior Systems, Inc. 401(k) Plan in MA ($21M); by covered participants it is Vitex Extrusion, LLC 401(k) Plan in NH (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Santa Clara County Federal Credit Union 401(k) Plan assets move in 2022? ▼
Santa Clara County Federal Credit Union 401(k) Plan pulled back noticeably - down 11.9% during 2022, from $24M to $21M. Reported net income was -$3M.
How have Santa Clara County Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Clara County Federal Credit Union's sponsor-wide assets grew 36.0%, from $21M to $28M.
Where does Santa Clara County Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Santa Clara County Federal Credit Union 401(k) Plan ranks in the 78th 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 Santa Clara County Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Affordable Interior Systems, Inc. 401(k) Plan in MA ($21M, 698 participants).
Which 401(k) plans cover a similar participant headcount to Santa Clara County Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vitex Extrusion, LLC 401(k) Plan in NH (124 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 941509091.

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.