Money Purchase · DOL Form 5500 · 2022

Redwood Credit Union Money Purchase Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
125
Participants Small participant base
81st
Percentile by assets National rank
$214,220
Avg per participant Above avg balance/head
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Official DOL plan name: Redwood Credit Union Target Benefit Plan · Sponsored by Redwood Credit Union · California · Finance & Insurance

$27M in assets, 125 participants

Redwood Credit Union's Redwood Credit Union Target Benefit Plan reported $27M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,477 in Finance & Insurance (9,261 peers)

Coverage in California

Redwood Credit Union Target Benefit Plan covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $27M.

#6,477
in Finance & Insurance (9,261 peers)
-18.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Redwood Credit Union Target Benefit Plan's outsized position by total assets

Redwood Credit Union Target Benefit Plan vs every filed plan by assets

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

$26,777,528 Top 19% higher than 81% 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

Redwood Credit Union Target Benefit 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. Redwood Credit Union Target Benefit Plan sits mid-pack in the medium band (125 participants).

EBSA filing schedule strip

Filing strip 941244186 · Redwood Credit Union PY 2022 · Money Purchase

Redwood Credit Union Target Benefit Plan · $27M · 125 · 81st

  • EOY $27M
  • EOY 125
  • EOY 81st
  • EOY Money Purchase
  • EOY near Ufcw Local 2013 Annuity Fund
  • EOY ind #6477

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 →

Redwood Credit Union Target Benefit Plan in the asset neighbourhood

Ufcw Local 2013 Annuity Fund$27MRedwood Credit Union Target Benefit PlanRedwood Credit Union Target …$27MTeamsters Local 929 Retirement PlanTeamsters Local 929 Retireme…$27MPax Machine Works, Inc. Pension Plan & TrustPax Machine Works, Inc. Pens…$26MKnea Employees' Contributory Pension Plan & TrustKnea Employees' Contributory…$26M
End-of-year total assets ($M) among Redwood Credit Union Target Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$27M
Net Income-$6M
Employer EIN941244186
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Redwood Credit Union)

Sponsor-wide plan assets over time

All Redwood Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$140M 49.54443003297603% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $93.6M $140M ▲ +49.5%
Year Plans Participants Total Assets
2022 2 818 $94M
2023 2 859 $121M
2024 2 946 $140M

Nearby Money Purchase Plans in California

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Redwood Credit Union Target Benefit Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Redwood Credit Union Target Benefit Plan, Total assets ($B): 0.026777528 · Participants: 125Redwood Credit Union Target Benefit PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Redwood Credit Union Target Benefit Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Redwood Credit Union Target Benefit Plan side-by-side with 3 peers →

Redwood Credit Union Target Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Ufcw Local 2013 Annuity Fund in NY ($27M); by covered participants it is Boys & Girls Club of Truckee Meadows Pension Plan in NV (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Redwood Credit Union Target Benefit Plan assets move in 2022? ▼
Redwood Credit Union Target Benefit Plan declined sharply - down 18.6% during 2022, from $33M to $27M. Reported net income was -$6M.
How have Redwood Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Redwood Credit Union's sponsor-wide assets grew 49.5%, from $94M to $140M.
Where does Redwood Credit Union Target Benefit Plan rank by assets among Form 5500 filers? ▼
Redwood Credit Union Target Benefit Plan ranks in the 81st 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 Money Purchase plans are similar in size to Redwood Credit Union Target Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Ufcw Local 2013 Annuity Fund in NY ($27M, 4,852 participants).
Which Money Purchase plans cover a similar participant headcount to Redwood Credit Union Target Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Boys & Girls Club of Truckee Meadows Pension Plan in NV (125 participants, $2M 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 941244186.

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.