401(k) · DOL Form 5500 · 2022

Patelco Credit Union 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
764
Participants Near avg headcount
92nd
Percentile by assets National rank
$114,531
Avg per participant Below avg balance/head
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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.

  • #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.

#8,069
in Finance & Insurance (9,261 peers)
-10.2%
assets change YoY
0.9×
vs typical plan assets (national mean)

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's outsized position by total assets

Patelco Credit Union Employees 401(k) Plan vs every filed plan by assets

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

$87,501,791 Top 8% higher than 92% 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

Patelco Credit Union Employees 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. Patelco Credit Union Employees 401(k) Plan sits mid-pack in the medium band (764 participants).

EBSA filing schedule strip

Filing strip 940755684 · Patelco Credit Union PY 2022 · 401(k)

Patelco Credit Union Employees 401(k) Plan · $88M · 764 · 92nd

  • IND $88M
  • IND 764
  • IND 92nd
  • IND 401(k)
  • IND near Independence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)
  • IND ind #8069

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 →

Patelco Credit Union Employees 401(k) Plan in the asset neighbourhood

Nicolet National Bank 401(k) PlanNicolet National Bank 401(k)…$88MIndependence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions)Independence Bancshares, Inc…$88MPatelco Credit Union Employees 401(k) PlanPatelco Credit Union Employe…$88MMercer Advisors Inc. 401(k) PlanMercer Advisors Inc. 401(k) …$87MZeeco, Inc. 401(k) Plan$87M
End-of-year total assets ($M) among Patelco Credit Union Employees 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)$97M
Net Assets (End of Year)$88M
Net Income-$10M
Employer EIN940755684
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patelco Credit Union)

Sponsor-wide plan assets over time

All Patelco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$128M 17.044543576342555% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $154M $128M ▼ -17.0%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Patelco Credit Union Employees 401(k) Plan, Total assets ($B): 0.087501791 · Participants: 764Patelco Credit Union Employees 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
Patelco Credit Union Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Patelco Credit Union Employees 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Independence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) in KY ($88M); by covered participants it is Swm Retirement Savings Plan II in GA (764 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (764 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 Patelco Credit Union Employees 401(k) Plan assets move in 2022? ▼
Patelco Credit Union Employees 401(k) Plan pulled back noticeably - down 10.2% during 2022, from $97M to $88M. Reported net income was -$10M.
How have Patelco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patelco Credit Union's sponsor-wide assets declined 17.0%, from $154M to $128M.
Where does Patelco Credit Union Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Patelco Credit Union Employees 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Patelco Credit Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independence Bancshares, Inc. Employee Stock Ownership Plan (with 401(k) Provisions) in KY ($88M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Patelco Credit Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Swm Retirement Savings Plan II in GA (764 participants, $75M 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 940755684.

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.