401(k) · DOL Form 5500 · 2022

Financial Partners Credit Union 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
306
Participants Below avg headcount
82nd
Percentile by assets National rank
$95,162
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Partners Credit Union Employees' 401(k) Savings Plan · Sponsored by Financial Partners Credit Union · California · Finance & Insurance

$29M in assets, 306 participants

Financial Partners Credit Union's Financial Partners Credit Union Employees' 401(k) Savings Plan reported $29M in total assets and 306 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.

  • #6,639 in Finance & Insurance (9,261 peers)

Coverage in California

Financial Partners Credit Union Employees' 401(k) Savings Plan covers 306 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $29M.

#6,639
in Finance & Insurance (9,261 peers)
-15.1%
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.

Financial Partners Credit Union Employees' 401(k) Savings Plan's outsized position by total assets

Financial Partners Credit Union Employees' 401(k) Savings Plan vs every filed plan by assets

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

$29,119,723 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

Financial Partners Credit Union Employees' 401(k) Savings 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. Financial Partners Credit Union Employees' 401(k) Savings Plan sits mid-pack in the medium band (306 participants).

Form 5500 schedule snapshot

Filing strip 951653038 · Financial Partners Credit Union PY 2022 · 401(k)

Financial Partners Credit Union Employees' 401(k) Savings Plan · $29M · 306 · 82nd

  • SCH $29M
  • SCH 306
  • SCH 82nd
  • SCH 401(k)
  • SCH near Eam-Mosca Corporation 401(k) Plan
  • SCH ind #6639

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 →

Financial Partners Credit Union Employees' 401(k) Savings Plan in the asset neighbourhood

Financial Partners Credit Union Employees' 401(k) Savings PlanFinancial Partners Credit Un…$29MEam-Mosca Corporation 401(k) PlanEam-Mosca Corporation 401(k)…$29MKbe Building Corporation 401(k) Savings PlanKbe Building Corporation 401…$29MBodensteiner Implement Company Retirement Savings PlanBodensteiner Implement Compa…$29MMize Cpas, Inc. 401(k) Plan$29M
End-of-year total assets ($M) among Financial Partners Credit Union Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$29M
Net Income-$5M
Employer EIN951653038
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Partners Credit Union)

Sponsor-wide plan assets over time

All Financial Partners Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$38M 30.670508095149117% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.1M $38.1M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 306 $29M
2023 1 309 $33M
2024 1 296 $38M

Nearby 401(k) Plans in California

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

Financial Partners Credit Union Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Financial Partners Credit Union Employees' 401(k) Savings Plan, Total assets ($B): 0.029119723 · Participants: 306Financial Partners Credit Union Employees' 401(k) Savings 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
Financial Partners Credit Union Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Financial Partners Credit Union Employees' 401(k) Savings Plan side-by-side with 3 peers →

Financial Partners Credit Union Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eam-Mosca Corporation 401(k) Plan in PA ($29M); by covered participants it is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 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 Financial Partners Credit Union Employees' 401(k) Savings Plan assets move in 2022? ▼
Financial Partners Credit Union Employees' 401(k) Savings Plan declined sharply - down 15.1% during 2022, from $34M to $29M. Reported net income was -$5M.
How have Financial Partners Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Partners Credit Union's sponsor-wide assets grew 30.7%, from $29M to $38M.
Where does Financial Partners Credit Union Employees' 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Financial Partners Credit Union Employees' 401(k) Savings Plan 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 Financial Partners Credit Union Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Eam-Mosca Corporation 401(k) Plan in PA ($29M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Financial Partners Credit Union Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anderson Dahlen, Inc. 401(k) & Profit Sharing Plan in MN (306 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 951653038.

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.