401(k) · DOL Form 5500 · 2023

Cu Direct Corporation 401(k) Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
641
Participants Below avg headcount
91st
Percentile by assets National rank
$157,441
Avg per participant Above avg balance/head
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Official DOL plan name: Cu Direct Corporation Capital Accumulation Plan · Sponsored by Cu Direct Corporation · California · Information & Media

$101M in assets, 641 participants

Cu Direct Corporation's Cu Direct Corporation Capital Accumulation Plan reported $101M in total assets and 641 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #2,463 in Information & Media (2,818 peers)

Where Cu Direct Corporation Capital Accumulation Plan sits by assets

Cu Direct Corporation Capital Accumulation Plan sits in the top 10% of all filed plans by assets, $101M for 641 participants (~$157,441/participant), up 23.3% in 2023.

#2,463
in Information & Media (2,818 peers)
+23.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Cu Direct Corporation Capital Accumulation Plan's outsized position by total assets

Cu Direct Corporation Capital Accumulation Plan vs every filed plan by assets

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

$100,919,699 Top 9% higher than 91% 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

Cu Direct Corporation Capital Accumulation 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. Cu Direct Corporation Capital Accumulation Plan sits mid-pack in the medium band (641 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cu Direct Corporation Capital Accumulation Plan reported net income rose from -$12M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Cu Direct Corporation Capital Accumulation Plan end-of-year assets rose from $82M in the plan year 2022 filing to $101M in the plan year 2023 filing.
  • Cu Direct Corporation Capital Accumulation Plan reported participants rose from 575 in the plan year 2022 filing to 641 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 954512320 · Cu Direct Corporation PY 2023 · 401(k)

Cu Direct Corporation Capital Accumulation Plan · $101M · 641 · 91st

  • ASSETS $101M
  • PCT 641
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Flynn Restaurant Group 401(k) Retirement Plan
  • IND ind #2463

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 Information & Media retirement plans → · Plans in California →

Cu Direct Corporation Capital Accumulation Plan in the asset neighbourhood

Howden USA 401(k) Savings Plus PlanHowden USA 401(k) Savings Pl…$101MStand Together Benefits, LLC 401(k) PlanStand Together Benefits, LLC…$101MCu Direct Corporation Capital Accumulation PlanCu Direct Corporation Capita…$101MFlynn Restaurant Group 401(k) Retirement PlanFlynn Restaurant Group 401(k…$101MMercantile Bank 401(k) Plan$101M
End-of-year total assets ($M) among Cu Direct Corporation Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$101M
Net Income$19M
Employer EIN954512320
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cu Direct Corporation)

Sponsor-wide plan assets over time

All Cu Direct Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$116M 42.11202707255896% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $81.9M $116M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 575 $82M
2023 1 641 $101M
2024 1 637 $116M

Nearby 401(k) Plans in California

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

Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cu Direct Corporation Capital Accumulation Plan, Total assets ($B): 0.100919699 · Participants: 641Cu Direct Corporation Capital Accumulation 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
Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cu Direct Corporation Capital Accumulation Plan side-by-side with 3 peers →

Cu Direct Corporation Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Flynn Restaurant Group 401(k) Retirement Plan in OH ($101M); by covered participants it is Mueblerias Berrios Retirement Plan in PR (641 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($101M here).

Similar participant headcount

Nearest other-state filings by covered participants (641 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 Cu Direct Corporation Capital Accumulation Plan assets move in 2023? ▼
Cu Direct Corporation Capital Accumulation Plan grew sharply - up 23.3% during 2023, from $82M to $101M. Reported net income was $19M.
How have Cu Direct Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cu Direct Corporation's sponsor-wide assets grew 42.1%, from $82M to $116M.
Where does Cu Direct Corporation Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Cu Direct Corporation Capital Accumulation Plan ranks in the 91st 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 Cu Direct Corporation Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Flynn Restaurant Group 401(k) Retirement Plan in OH ($101M, 20,268 participants).
Which 401(k) plans cover a similar participant headcount to Cu Direct Corporation Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mueblerias Berrios Retirement Plan in PR (641 participants, $8M 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 954512320.

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.