Money Purchase · DOL Form 5500 · 2022

Redwood Credit Union Money Purchase Plan

Data updated 2026-08-11

$27M
Total assets
125
Participants
81st
Percentile by assets
$214,220
Avg per participant
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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.

  • 81st percentile by assets (of 139,126 plans)
  • #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.

$27M
total plan assets (2022 EOY)
125
covered participants
81st
percentile by assets (of 139,126 plans)
$214,220
avg assets per participant

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.

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Redwood Credit Union Target Benefit Plan reports 125 participants - about 20% of that state average ($27M EOY assets).

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)

$80M$100M$120M$140M$160M 202220232024 $93.6M $140M ▲ +49.5%
Total plan assets by year, all Redwood Credit Union plans on file
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

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…The Permanente Contr…Kaiser Permanente Su…University of Southe…Carpenters Annuity T…Directors Guild of A…
Redwood Credit Union Target Benefit Plan vs. nearby Money Purchase plans in California, assets vs. participants

Similar-Sized Money Purchase Plans Nationally

Money Purchase plans in other states closest to Redwood Credit Union Target Benefit Plan by total assets, not by location.

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).

Next read for Redwood Credit Union Target Benefit Plan

Filing takeaways

Ways to act on Redwood Credit Union Target Benefit Plan's numbers.