401(k) · DOL Form 5500 · 2023

Premier America Credit Union 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
409
Participants Below avg headcount
85th
Percentile by assets National rank
$114,455
Avg per participant Below avg balance/head
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Official DOL plan name: Premier America Retirement and Savings Plan · Sponsored by Premier America Credit Union · California · Finance & Insurance

$47M in assets, 409 participants

Premier America Credit Union's Premier America Retirement and Savings Plan reported $47M in total assets and 409 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,819 in Finance & Insurance (8,869 peers)

Where Premier America Retirement and Savings Plan sits by assets

Premier America Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $47M for 409 participants (~$114,455/participant), up 25.6% in 2023.

#6,819
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Premier America Retirement and Savings Plan's outsized position by total assets

Premier America Retirement and Savings Plan vs every filed plan by assets

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

$46,811,995 Top 15% higher than 85% 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

Premier America Retirement and Savings 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. Premier America Retirement and Savings Plan sits mid-pack in the medium band (409 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Premier America Retirement and Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Premier America Retirement and Savings Plan end-of-year assets rose from $37M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Premier America Retirement and Savings Plan reported participants rose from 348 in the plan year 2022 filing to 409 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 953442691 · Premier America Credit Union PY 2023 · 401(k)

Premier America Retirement and Savings Plan · $47M · 409 · 85th

  • PHOTO $47M
  • PHOTO 409
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Ajax Paving Industries, Inc. 401(k) Plan
  • PHOTO ind #6819

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 →

Premier America Retirement and Savings Plan in the asset neighbourhood

Mfa Oil Company Savings on Deferred Income PlanMfa Oil Company Savings on D…$47MThe Orthopaedic Group, P.C. Profit Sharing PlanThe Orthopaedic Group, P.C. …$47MLabaton Sucharow LLP 401(k) Savings & Profit Sharing PlanLabaton Sucharow LLP 401(k) …$47MPremier America Retirement and Savings PlanPremier America Retirement a…$47MAjax Paving Industries, Inc. 401(k) PlanAjax Paving Industries, Inc.…$47M
End-of-year total assets ($M) among Premier America Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$47M
Net Income$10M
Employer EIN953442691
Plan Effective Date2004-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Premier America Credit Union)

Sponsor-wide plan assets over time

All Premier America Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$55M 47.84242752321232% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.3M $55.1M ▲ +47.9%
Year Plans Participants Total Assets
2022 1 348 $37M
2023 1 409 $47M
2024 1 429 $55M

Nearby 401(k) Plans in California

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

Premier America Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Premier America Retirement and Savings Plan, Total assets ($B): 0.046811995 · Participants: 409Premier America Retirement and Savings 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
Premier America Retirement and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Premier America Retirement and Savings Plan side-by-side with 3 peers →

Premier America Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ajax Paving Industries, Inc. 401(k) Plan in MI ($47M); by covered participants it is Bank First Retirement Plan in WI (409 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (409 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 Premier America Retirement and Savings Plan assets move in 2023? ▼
Premier America Retirement and Savings Plan grew sharply - up 25.6% during 2023, from $37M to $47M. Reported net income was $10M.
How have Premier America Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Premier America Credit Union's sponsor-wide assets grew 47.8%, from $37M to $55M.
Where does Premier America Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Premier America Retirement and Savings Plan ranks in the 85th 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 Premier America Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ajax Paving Industries, Inc. 401(k) Plan in MI ($47M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Premier America Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bank First Retirement Plan in WI (409 participants, $64M 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 953442691.

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.