401(k) · DOL Form 5500 · 2023

Educational Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$83M
Total assets Below avg plan size
525
Participants Below avg headcount
90th
Percentile by assets National rank
$158,292
Avg per participant Above avg balance/head
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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.

  • #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.

#7,503
in Finance & Insurance (8,869 peers)
+17.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Educational Employees Credit Union 401(k) Plan's outsized position 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 $2,050,000,000 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

Educational Employees Credit Union 401(k) 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. Educational Employees Credit Union 401(k) Plan sits mid-pack in the medium band (525 participants).

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 →

Form 5500 schedule snapshot

Filing strip 941031345 · Educational Employees Credit Union PY 2023 · 401(k)

Educational Employees Credit Union 401(k) Plan · $83M · 525 · 90th

  • ASSETS $83M
  • ASSETS 525
  • ASSETS 90th
  • ASSETS 401(k)
  • ASSETS near Oklahoma State Pipe Trades Annuity Fund
  • ASSETS ind #7503

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 →

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

American Physical Therapy Association Profit Sharing and 401(k) Retirement PlanAmerican Physical Therapy As…$83MTriton International 401(k) Savings PlanTriton International 401(k) …$83MEducational Employees Credit Union 401(k) PlanEducational Employees Credit…$83MOklahoma State Pipe Trades Annuity FundOklahoma State Pipe Trades A…$83MBoston Children's Health Physicians, LLP 401(k) Retirement PlanBoston Children's Health Phy…$83M
End-of-year total assets ($M) among Educational Employees Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Educational Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$91M 29.3961269744528% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.5M $91.3M ▲ +29.4%
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 ($B) Participants Educational Employees Credit Union 401(k) Plan, Total assets ($B): 0.083103211 · Participants: 525Educational Employees Credit Union 401(k) 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
Educational Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Educational Employees Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Oklahoma State Pipe Trades Annuity Fund in OK ($83M); by covered participants it is The Ipeg, Inc. Savings Plan in PA (525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (525 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 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).
Which 401(k) plans cover a similar participant headcount to Educational Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Ipeg, Inc. Savings Plan in PA (525 participants, $46M 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 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.