401(k) · DOL Form 5500 · 2022

Safe 1 Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
110
Participants Small participant base
69th
Percentile by assets National rank
$112,349
Avg per participant Below avg balance/head
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Official DOL plan name: Safe 1 Credit Union 401(k) Profit Sharing Plan · Sponsored by Safe 1 Credit Union · California · Finance & Insurance

$12M in assets, 110 participants

Safe 1 Credit Union's Safe 1 Credit Union 401(k) Profit Sharing Plan reported $12M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,902 in Finance & Insurance (9,261 peers)

Coverage in California

Safe 1 Credit Union 401(k) Profit Sharing Plan covers 110 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $12M.

#4,902
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY

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.

Safe 1 Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Safe 1 Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,358,386 Top 31% higher than 69% 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

Safe 1 Credit Union 401(k) Profit Sharing 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. Safe 1 Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (110 participants).

DOL schedule card

Filing strip 951812302 · Safe 1 Credit Union PY 2022 · 401(k)

Safe 1 Credit Union 401(k) Profit Sharing Plan · $12M · 110 · 69th

  • BOY $12M
  • BOY 110
  • BOY 69th
  • BOY 401(k)
  • BOY near Savion LLC 401(k) Retirement Plan
  • BOY ind #4902

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 →

Safe 1 Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Safe 1 Credit Union 401(k) Profit Sharing PlanSafe 1 Credit Union 401(k) P…$12MSavion LLC 401(k) Retirement PlanSavion LLC 401(k) Retirement…$12MA.B. Carter, Inc. 401(k) Plan$12MThe Klover Companies Retirement Savings PlanThe Klover Companies Retirem…$12MCrl Technologies, Inc. 401(k) PlanCrl Technologies, Inc. 401(k…$12M
End-of-year total assets ($M) among Safe 1 Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN951812302
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safe 1 Credit Union)

Sponsor-wide plan assets over time

All Safe 1 Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.045755003930125% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.2M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 110 $12M
2023 1 108 $15M
2024 1 119 $18M

Nearby 401(k) Plans in California

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

Safe 1 Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Safe 1 Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.012358386 · Participants: 110Safe 1 Credit Union 401(k) Profit Sharing 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
Safe 1 Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe 1 Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Safe 1 Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Savion LLC 401(k) Retirement Plan in MO ($12M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Safe 1 Credit Union 401(k) Profit Sharing Plan assets move in 2022? ▼
Safe 1 Credit Union 401(k) Profit Sharing Plan declined sharply - down 18.8% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Safe 1 Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safe 1 Credit Union's sponsor-wide assets grew 47.0%, from $12M to $18M.
Which 401(k) plans are similar in size to Safe 1 Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Savion LLC 401(k) Retirement Plan in MO ($12M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Safe 1 Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mahajan Therapeutics, Llc401(k) Plan in OH (110 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 951812302.

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.