401(k) · DOL Form 5500 · 2022
Patelco Credit Union 401(k) Plan
Data updated 2026-08-11
- $88M
- Total assets
- 764
- Participants
- 92nd
- Percentile by assets
- $114,531
- Avg per participant
Official DOL plan name: Patelco Credit Union Employees 401(k) Plan · Sponsored by Patelco Credit Union · California · Finance & Insurance
$88M in assets, 764 participants
Patelco Credit Union's Patelco Credit Union Employees 401(k) Plan reported $88M in total assets and 764 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 139,126 plans)
- #8,069 in Finance & Insurance (9,261 peers)
Where Patelco Credit Union Employees 401(k) Plan sits by assets
Patelco Credit Union Employees 401(k) Plan sits in the top 10% of all filed plans by assets, $88M for 764 participants (~$114,531/participant), down 10.2% in 2022.
- $88M
- total plan assets (2022 EOY)
- 764
- covered participants
- 92nd
- percentile by assets (of 139,126 plans)
- $114,531
- avg assets per participant
The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Patelco Credit Union Employees 401(k) Plan vs the 2022 asset distribution
By assets, Patelco Credit Union Employees 401(k) Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $97M |
|---|---|
| Net Assets (End of Year) | $88M |
| Net Income | -$10M |
| Employer EIN | 940755684 |
| Plan Effective Date | 1986-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Patelco Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 926 | $154M |
| 2023 | 2 | 989 | $179M |
| 2024 | 1 | 861 | $128M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Patelco Credit Union Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Patelco Credit Union Employees 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Patelco Credit Union Employees 401(k) Plan assets move in 2022? ▼
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Ways to act on Patelco Credit Union Employees 401(k) Plan's numbers.
- By total assets, Patelco Credit Union Employees 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Patelco Credit Union's sponsor-wide assets have declined 17.0% since 2022 across 3 plan years on file. More Finance & Insurance plans