401(k) · DOL Form 5500 · 2023

Educational Employees Credit Union 401(k) Plan

Data updated 2026-08-11

$83M
Total assets
525
Participants
90th
Percentile by assets
$158,292
Avg per participant
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Official DOL plan name: Educational Employees Credit Union 401(k) Plan · Sponsored by Educational Employees Credit Union · California · Finance & Insurance

$83M in assets, 525 participants

Educational Employees Credit Union's Educational Employees Credit Union 401(k) Plan reported $83M in total assets and 525 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 127,072 plans)
  • #7,503 in Finance & Insurance (8,869 peers)

Where Educational Employees Credit Union 401(k) Plan sits by assets

Educational Employees Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $83M for 525 participants (~$158,292/participant), up 17.8% in 2023.

$83M
total plan assets (2023 EOY)
525
covered participants
90th
percentile by assets (of 127,072 plans)
$158,292
avg assets per participant

Where Educational Employees Credit Union 401(k) Plan sits by total assets

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

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

$83,103,211 Top 10% higher than 90% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educational Employees Credit Union 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Educational Employees Credit Union 401(k) Plan end-of-year assets rose from $71M in the plan year 2022 filing to $83M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Finance & Insurance

Educational Employees Credit Union 401(k) Plan vs the 2023 asset distribution

By assets, Educational Employees Credit Union 401(k) Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$83M
Net Income$13M
Employer EIN941031345
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Employees Credit Union)

$60M$70M$80M$90M$100M 202220232024 $70.5M $91.3M ▲ +29.4%
Total plan assets by year, all Educational Employees Credit Union plans on file
Year Plans Participants Total Assets
2022 1 521 $71M
2023 1 525 $83M
2024 1 554 $91M

Nearby 401(k) Plans in California

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

Educational Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Educational Employee…, Total assets ($B): 0.083103211 · Participants: 525Educational Employee…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Educational Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Educational Employees Credit Union 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Educational Employees Credit Union 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Educational Employees Credit Union 401(k) Plan assets move in 2023? ▼
Educational Employees Credit Union 401(k) Plan grew sharply - up 17.8% during 2023, from $71M to $83M. Reported net income was $13M.
How have Educational Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Employees Credit Union's sponsor-wide assets grew 29.4%, from $71M to $91M.
Where does Educational Employees Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Educational Employees Credit Union 401(k) Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Educational Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oklahoma State Pipe Trades Annuity Fund in OK ($83M, 1,969 participants).

Next read for Educational Employees Credit Union 401(k…

Scale reading

Ways to act on Educational Employees Credit Union 401(k) Plan's numbers.

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 941031345.

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.