401(k) · DOL Form 5500 · 2022

Travis Credit Union 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
686
Participants Below avg headcount
89th
Percentile by assets National rank
$80,578
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Travis Credit Union 401(k) Retirement Plan · Sponsored by Travis Credit Union · California · Finance & Insurance

$55M in assets, 686 participants

Travis Credit Union's Travis Credit Union 401(k) Retirement Plan reported $55M in total assets and 686 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,588 in Finance & Insurance (9,261 peers)

Where Travis Credit Union 401(k) Retirement Plan sits by assets

Travis Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 686 participants (~$80,578/participant), down 20.3% in 2022.

#7,588
in Finance & Insurance (9,261 peers)
-20.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Travis Credit Union 401(k) Retirement Plan's outsized position by total assets

Travis Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$55,276,633 Top 11% higher than 89% 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

Travis Credit Union 401(k) Retirement 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. Travis Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (686 participants).

Published 5500 schedule card

Filing strip 941242831 · Travis Credit Union PY 2022 · 401(k)

Travis Credit Union 401(k) Retirement Plan · $55M · 686 · 89th

  • SCH $55M
  • SCH 686
  • SCH 89th
  • SCH 401(k)
  • SCH near Tidewater 401(k) Plan
  • SCH ind #7588

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 →

Travis Credit Union 401(k) Retirement Plan in the asset neighbourhood

Tierpoint 401(k) Plan$55MTravis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$55MTidewater 401(k) Plan$55MWafra 401(k) Profit Sharing PlanWafra 401(k) Profit Sharing …$55MHennessy 401(k) Plan$55M
End-of-year total assets ($M) among Travis Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$55M
Net Income-$14M
Employer EIN941242831
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travis Credit Union)

Sponsor-wide plan assets over time

All Travis Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$75M 36.06266141427246% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.3M $75.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 686 $55M
2023 1 610 $66M
2024 1 623 $75M

Nearby 401(k) Plans in California

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

Travis Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Travis Credit Union 401(k) Retirement Plan, Total assets ($B): 0.055276633 · Participants: 686Travis Credit Union 401(k) Retirement 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
Travis Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Travis Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Tidewater 401(k) Plan in WA ($55M); by covered participants it is D'amico Holding Company 401(k) Plan in MN (686 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($55M here).

Similar participant headcount

Nearest other-state filings by covered participants (686 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 Travis Credit Union 401(k) Retirement Plan assets move in 2022? ▼
Travis Credit Union 401(k) Retirement Plan declined sharply - down 20.3% during 2022, from $69M to $55M. Reported net income was -$14M.
How have Travis Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travis Credit Union's sponsor-wide assets grew 36.1%, from $55M to $75M.
Where does Travis Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Travis Credit Union 401(k) Retirement Plan ranks in the 89th 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 Travis Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tidewater 401(k) Plan in WA ($55M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Travis Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is D'amico Holding Company 401(k) Plan in MN (686 participants, $5M 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 941242831.

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.