401(k) · DOL Form 5500 · 2022

Southland Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
148
Participants Small participant base
76th
Percentile by assets National rank
$123,105
Avg per participant Near avg balance/head
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Official DOL plan name: Southland Credit Union 401(k) Plan and Trust · Sponsored by Southland Credit Union · California · Finance & Insurance

$18M in assets, 148 participants

Southland Credit Union's Southland Credit Union 401(k) Plan and Trust reported $18M in total assets and 148 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,727 in Finance & Insurance (9,261 peers)

Coverage in California

Southland Credit Union 401(k) Plan and Trust covers 148 participants in California, about 23% of the average California filer (state average ~630 per filing). Assets: $18M.

#5,727
in Finance & Insurance (9,261 peers)
-14.5%
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.

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

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

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

$18,219,605 Top 24% higher than 76% 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

Southland 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. Southland Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (148 participants).

Form 5500 schedule snapshot

Filing strip 951585409 · Southland Credit Union PY 2022 · 401(k)

Southland Credit Union 401(k) Plan and Trust · $18M · 148 · 76th

  • PART $18M
  • PART 148
  • PART 76th
  • PART 401(k)
  • PART near Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan
  • PART ind #5727

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 →

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

Southland Credit Union 401(k) Plan and TrustSouthland Credit Union 401(k…$18MTrefz Corporation & Its Affiliates Profit Sharing 401(k) PlanTrefz Corporation & Its Affi…$18MNorthway Bank 401(k) and Profit Sharing PlanNorthway Bank 401(k) and Pro…$18MAsh Stevens, LLC 401(k) Plan$18MOhio Hospital Association Employee 401(k) Retirement PlanOhio Hospital Association Em…$18M
End-of-year total assets ($M) among Southland Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN951585409
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southland Credit Union)

Sponsor-wide plan assets over time

All Southland Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.231250348182634% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $25.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 148 $18M
2023 1 152 $22M
2024 1 151 $26M

Nearby 401(k) Plans in California

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

Southland 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 ($B) Participants Southland Credit Union 401(k) Plan and Trust, Total assets ($B): 0.018219605 · Participants: 148Southland 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
Southland Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Southland Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Southland 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 Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT ($18M); by covered participants it is Variq Corporation 401(k) Plan in MD (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 Southland Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Southland Credit Union 401(k) Plan and Trust pulled back noticeably - down 14.5% during 2022, from $21M to $18M. Reported net income was -$3M.
How have Southland Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southland Credit Union's sponsor-wide assets grew 42.2%, from $18M to $26M.
Where does Southland Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Southland Credit Union 401(k) Plan and Trust ranks in the 76th 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 Southland Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Trefz Corporation & Its Affiliates Profit Sharing 401(k) Plan in CT ($18M, 935 participants).
Which 401(k) plans cover a similar participant headcount to Southland Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Variq Corporation 401(k) Plan in MD (148 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 951585409.

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.