401(k) · DOL Form 5500 · 2023

Adelfi Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
101
Participants Small participant base
78th
Percentile by assets National rank
$271,385
Avg per participant High balance/head
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Official DOL plan name: Adelfi Cu 401(k) Plan · Sponsored by Adelfi Credit Union · California · Finance & Insurance

$27M in assets, 101 participants

Adelfi Credit Union's Adelfi Cu 401(k) Plan reported $27M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,881 in Finance & Insurance (8,869 peers)

Coverage in California

Adelfi Cu 401(k) Plan covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $27M.

#5,881
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adelfi Cu 401(k) Plan's outsized position by total assets

Adelfi Cu 401(k) Plan vs every filed plan by assets

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

$27,409,850 Top 22% higher than 78% 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

Adelfi Cu 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. Adelfi Cu 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adelfi Cu 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Adelfi Cu 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Adelfi Cu 401(k) Plan reported participants rose from 98 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 956111723 · Adelfi Credit Union PY 2023 · 401(k)

Adelfi Cu 401(k) Plan · $27M · 101 · 78th

  • PCT $27M
  • EIN 101
  • RANK 78th
  • PHOTO 401(k)
  • IND near Pivotal Retirement Plan
  • EOY ind #5881

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 →

Adelfi Cu 401(k) Plan in the asset neighbourhood

Adelfi Cu 401(k) Plan$27MPivotal Retirement Plan$27MSteinman Communications Retirement Savings PlanSteinman Communications Reti…$27MNevada Heart & Vascular Center 401(k) Profit Sharing PlanNevada Heart & Vascular Cent…$27MSparefoot, Inc. 401(k) Plan$27M
End-of-year total assets ($M) among Adelfi Cu 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN956111723
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelfi Credit Union)

Sponsor-wide plan assets over time

All Adelfi Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.25314689298753% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $24.7M $28M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 98 $25M
2023 1 101 $27M
2024 1 94 $28M

Nearby 401(k) Plans in California

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

Adelfi Cu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Adelfi Cu 401(k) Plan, Total assets ($B): 0.02740985 · Participants: 101Adelfi Cu 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
Adelfi Cu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Adelfi Cu 401(k) Plan side-by-side with 3 peers →

Adelfi Cu 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pivotal Retirement Plan in WA ($27M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($27M here).

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Adelfi Cu 401(k) Plan assets move in 2023? ▼
Adelfi Cu 401(k) Plan grew at a solid clip - up 10.9% during 2023, from $25M to $27M. Reported net income was $3M.
How have Adelfi Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelfi Credit Union's sponsor-wide assets grew 13.3%, from $25M to $28M.
Where does Adelfi Cu 401(k) Plan rank by assets among Form 5500 filers? ▼
Adelfi Cu 401(k) Plan ranks in the 78th 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 Adelfi Cu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pivotal Retirement Plan in WA ($27M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Adelfi Cu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 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 956111723.

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.