401(k) · DOL Form 5500 · 2023

Keypoint Credit Union 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
180
Participants Small participant base
84th
Percentile by assets National rank
$234,097
Avg per participant Above avg balance/head
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Official DOL plan name: Keypoint Credit Union 401(k) Profit Sharing Plan · Sponsored by Keypoint Credit Union · California · Finance & Insurance

$42M in assets, 180 participants

Keypoint Credit Union's Keypoint Credit Union 401(k) Profit Sharing Plan reported $42M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,650 in Finance & Insurance (8,869 peers)

Coverage in California

Keypoint Credit Union 401(k) Profit Sharing Plan covers 180 participants in California, about 29% of the average California filer (state average ~630 per filing). Assets: $42M.

#6,650
in Finance & Insurance (8,869 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2023 · DOL Form 5500

$42,137,539 Top 16% higher than 84% of 127,068 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 2023

Keypoint Credit Union 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Keypoint Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (180 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Keypoint Credit Union 401(k) Profit Sharing Plan reported net income rose from -$8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Keypoint Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942600376 · Keypoint Credit Union PY 2023 · 401(k)

Keypoint Credit Union 401(k) Profit Sharing Plan · $42M · 180 · 84th

  • EIN $42M
  • RANK 180
  • PHOTO 84th
  • IND 401(k)
  • EOY near North Georgia Electric Membership Corporation 401(k) Plan
  • 5500 ind #6650

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 →

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

Keypoint Credit Union 401(k) Profit Sharing PlanKeypoint Credit Union 401(k)…$42MNorth Georgia Electric Membership Corporation 401(k) PlanNorth Georgia Electric Membe…$42MKids2 Retirement Salary Savings PlanKids2 Retirement Salary Savi…$42MHealth Concepts, Ltd 401(k) PlanHealth Concepts, Ltd 401(k) …$42MSpecialty Coating Systems 401(k) PlanSpecialty Coating Systems 40…$42M
End-of-year total assets ($M) among Keypoint Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN942600376
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keypoint Credit Union)

Sponsor-wide plan assets over time

All Keypoint Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$45M 29.833273461349325% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35M $45.4M ▲ +29.8%
Year Plans Participants Total Assets
2022 1 181 $35M
2023 1 180 $42M
2024 1 176 $45M

Nearby 401(k) Plans in California

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

Keypoint 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 ($B) Participants Keypoint Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.042137539 · Participants: 180Keypoint Credit Union 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Keypoint Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Keypoint Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Keypoint 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 North Georgia Electric Membership Corporation 401(k) Plan in GA ($42M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Similar participant headcount

Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Keypoint Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
Keypoint Credit Union 401(k) Profit Sharing Plan grew sharply - up 20.5% during 2023, from $35M to $42M. Reported net income was $7M.
How have Keypoint Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keypoint Credit Union's sponsor-wide assets grew 29.8%, from $35M to $45M.
Where does Keypoint Credit Union 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Keypoint Credit Union 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Keypoint Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is North Georgia Electric Membership Corporation 401(k) Plan in GA ($42M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Keypoint Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942600376.

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.