401(k) · DOL Form 5500 · 2022

Altura Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
443
Participants Below avg headcount
82nd
Percentile by assets National rank
$61,545
Avg per participant Low balance/head
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Official DOL plan name: Altura Credit Union 401(k) Plan and Trust · Sponsored by Altura Credit Union · California · Finance & Insurance

$27M in assets, 443 participants

Altura Credit Union's Altura Credit Union 401(k) Plan and Trust reported $27M in total assets and 443 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,512 in Finance & Insurance (9,261 peers)

Where Altura Credit Union 401(k) Plan and Trust sits by assets

Altura Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $27M for 443 participants (~$61,545/participant), down 15.6% in 2022.

#6,512
in Finance & Insurance (9,261 peers)
-15.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Altura Credit Union 401(k) Plan and Trust's outsized position by total assets

Altura Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$27,264,216 Top 18% higher than 82% 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

Altura Credit Union 401(k) Plan and Trust 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. Altura Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (443 participants).

DOL schedule card

Filing strip 952023588 · Altura Credit Union PY 2022 · 401(k)

Altura Credit Union 401(k) Plan and Trust · $27M · 443 · 82nd

  • RANK $27M
  • RANK 443
  • RANK 82nd
  • RANK 401(k)
  • RANK near White Mountain Beverage, LLC Savings and Profit Sharing Plan
  • RANK ind #6512

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 →

Altura Credit Union 401(k) Plan and Trust in the asset neighbourhood

Seaport Global Holdings, LLC 401(k) PlanSeaport Global Holdings, LLC…$27MAltura Credit Union 401(k) Plan and TrustAltura Credit Union 401(k) P…$27MWhite Mountain Beverage, LLC Savings and Profit Sharing PlanWhite Mountain Beverage, LLC…$27MOmni Savings Plan and Trust$27MNew England Cancer Specialists Profit Sharing PlanNew England Cancer Specialis…$27M
End-of-year total assets ($M) among Altura Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$27M
Net Income-$5M
Employer EIN952023588
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altura Credit Union)

Sponsor-wide plan assets over time

All Altura Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$41M 49.95707560415455% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.3M $40.9M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 443 $27M
2023 1 457 $35M
2024 1 474 $41M

Nearby 401(k) Plans in California

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

Altura Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Altura Credit Union 401(k) Plan and Trust, Total assets ($B): 0.027264216 · Participants: 443Altura Credit Union 401(k) Plan and TrustWells 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
Altura Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Altura Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is White Mountain Beverage, LLC Savings and Profit Sharing Plan in WA ($27M); by covered participants it is Oskar Blues Restaurant 401(k) Plan in CO (443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Altura Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Altura Credit Union 401(k) Plan and Trust declined sharply - down 15.6% during 2022, from $32M to $27M. Reported net income was -$5M.
How have Altura Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altura Credit Union's sponsor-wide assets grew 50.0%, from $27M to $41M.
Where does Altura Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Altura Credit Union 401(k) Plan and Trust ranks in the 82nd 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 Altura Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is White Mountain Beverage, LLC Savings and Profit Sharing Plan in WA ($27M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Altura Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Oskar Blues Restaurant 401(k) Plan in CO (443 participants, $152K 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 952023588.

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.