401(k) · DOL Form 5500 · 2023

Cu Direct Corporation 401(k) Plan

Data updated 2026-08-11

$101M
Total assets
641
Participants
91st
Percentile by assets
$157,441
Avg per participant
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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.

  • 91st percentile by assets (of 127,072 plans)
  • #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.

$101M
total plan assets (2023 EOY)
641
covered participants
91st
percentile by assets (of 127,072 plans)
$157,441
avg assets per participant

Where Cu Direct Corporation Capital Accumulation Plan sits 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 $2,010,000,000 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

  • 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 →

State
California
Industry
Information & Media

Cu Direct Corporation Capital Accumulation Plan vs the 2023 asset distribution

By assets, Cu Direct Corporation Capital Accumulation Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

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)

$60M$80M$100M$120M 202220232024 $81.9M $116M ▲ +42.1%
Total plan assets by year, all Cu Direct Corporation plans on file
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 ($B) Participants Cu Direct Corporatio…, Total assets ($B): 0.100919699 · Participants: 641Cu Direct Corporatio…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
Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cu Direct Corporation Capital Accumulati… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Cu Direct Corporation Capital Accumulation Plan by total assets, not by location.

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).

Next read for Cu Direct Corporation Capital Accumulati…

Scale reading

Ways to act on Cu Direct Corporation Capital Accumulation 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 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.