401(k) · DOL Form 5500 · 2022

Orange County Credit Union 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
322
Participants Below avg headcount
87th
Percentile by assets National rank
$136,576
Avg per participant Near avg balance/head
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Official DOL plan name: Orange County's Credit Union 401(k) Plan · Sponsored by Orange County Credit Union · California · Finance & Insurance

$44M in assets, 322 participants

Orange County Credit Union's Orange County's Credit Union 401(k) Plan reported $44M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,309 in Finance & Insurance (9,261 peers)

Where Orange County's Credit Union 401(k) Plan sits by assets

Orange County's Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 322 participants (~$136,576/participant), down 14.1% in 2022.

#7,309
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Orange County's Credit Union 401(k) Plan's outsized position by total assets

Orange County's Credit Union 401(k) Plan vs every filed plan by assets

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

$43,977,400 Top 13% higher than 87% 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

Orange County's Credit Union 401(k) 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. Orange County's Credit Union 401(k) Plan sits mid-pack in the medium band (322 participants).

EBSA filing schedule strip

Filing strip 951797779 · Orange County Credit Union PY 2022 · 401(k)

Orange County's Credit Union 401(k) Plan · $44M · 322 · 87th

  • IND $44M
  • EOY 322
  • 5500 87th
  • ASSETS 401(k)
  • PCT near Fiscalnote 401(k) Retirement Plan
  • EIN ind #7309

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 →

Orange County's Credit Union 401(k) Plan in the asset neighbourhood

Orange County's Credit Union 401(k) PlanOrange County's Credit Union…$44MFiscalnote 401(k) Retirement PlanFiscalnote 401(k) Retirement…$44MEnviva Inc. 401(k) Plan$44MAmerex Corporation 401(k) Savings PlanAmerex Corporation 401(k) Sa…$44MBurns Engineering, Inc. 401(k) Profit Sharing PlanBurns Engineering, Inc. 401(…$44M
End-of-year total assets ($M) among Orange County's Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$44M
Net Income-$7M
Employer EIN951797779
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Credit Union)

Sponsor-wide plan assets over time

All Orange County Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$64M 46.082774334089784% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44M $64.2M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 322 $44M
2023 1 340 $54M
2024 1 364 $64M

Nearby 401(k) Plans in California

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

Orange County's Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Orange County's Credit Union 401(k) Plan, Total assets ($B): 0.0439774 · Participants: 322Orange County's Credit Union 401(k) 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
Orange County's Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orange County's Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Fiscalnote 401(k) Retirement Plan in DC ($44M); by covered participants it is Ipc 401(k) Plan in MA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 Orange County's Credit Union 401(k) Plan assets move in 2022? ▼
Orange County's Credit Union 401(k) Plan pulled back noticeably - down 14.1% during 2022, from $51M to $44M. Reported net income was -$7M.
How have Orange County Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Credit Union's sponsor-wide assets grew 46.1%, from $44M to $64M.
Where does Orange County's Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Orange County's Credit Union 401(k) Plan ranks in the 87th 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 Orange County's Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fiscalnote 401(k) Retirement Plan in DC ($44M, 555 participants).
Which 401(k) plans cover a similar participant headcount to Orange County's Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ipc 401(k) Plan in MA (322 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 951797779.

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.