401(k) · DOL Form 5500 · 2023

Golden 1 Credit Union 401(k) Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
2,011
Participants Near avg headcount
95th
Percentile by assets National rank
$97,985
Avg per participant Below avg balance/head
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Official DOL plan name: The Golden 1 Employee Savings and Investment Plan · Sponsored by Golden 1 Credit Union · California · Finance & Insurance

$197M in assets, 2,011 participants

Golden 1 Credit Union's The Golden 1 Employee Savings and Investment Plan reported $197M in total assets and 2,011 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

  • #8,113 in Finance & Insurance (8,869 peers)

Coverage in California

The Golden 1 Employee Savings and Investment Plan covers 2,011 participants in California, 3.2x the typical California plan (state average ~630 per filing). Assets: $197M.

#8,113
in Finance & Insurance (8,869 peers)
+25.5%
assets growth YoY
2.0×
vs typical plan assets (national mean)

The Golden 1 Employee Savings and Investment Plan's outsized position by total assets

The Golden 1 Employee Savings and Investment Plan vs every filed plan by assets

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

$197,047,119 Top 5% higher than 95% 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

The Golden 1 Employee Savings and Investment Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Golden 1 Employee Savings and Investment Plan lands in the large band (2,011 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Golden 1 Employee Savings and Investment Plan reported net income rose from -$29M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • The Golden 1 Employee Savings and Investment Plan end-of-year assets rose from $157M in the plan year 2022 filing to $197M in the plan year 2023 filing.
  • The Golden 1 Employee Savings and Investment Plan reported participants rose from 1,916 in the plan year 2022 filing to 2,011 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 940362025 · Golden 1 Credit Union PY 2023 · 401(k)

The Golden 1 Employee Savings and Investment Plan · $197M · 2,011 · 95th

  • BOY $197M
  • SCH 2,011
  • EBSA 95th
  • PART 401(k)
  • TYPE near Children's Specialty Group, PLLC 401(k) Profit Sharing Plan
  • NET ind #8113

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 →

The Golden 1 Employee Savings and Investment Plan in the asset neighbourhood

International UAW Staff Severance PlanInternational UAW Staff Seve…$197MChildren's Specialty Group, PLLC 401(k) Profit Sharing PlanChildren's Specialty Group, …$197MThe Golden 1 Employee Savings and Investment PlanThe Golden 1 Employee Saving…$197MWorld Wildlife Fund, Inc. Tax Deferred Pension PlanWorld Wildlife Fund, Inc. Ta…$197MThe Alcott Group 401(k) Plan$197M
End-of-year total assets ($M) among The Golden 1 Employee Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$157M
Net Assets (End of Year)$197M
Net Income$40M
Employer EIN940362025
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Golden 1 Credit Union)

Sponsor-wide plan assets over time

All Golden 1 Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$237M 50.94492381665472% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $157M $237M ▲ +50.9%
Year Plans Participants Total Assets
2022 1 1,916 $157M
2023 1 2,011 $197M
2024 1 2,044 $237M

Nearby 401(k) Plans in California

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

The Golden 1 Employee Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The Golden 1 Employee Savings and Investment Plan, Total assets ($B): 0.197047119 · Participants: 2011The Golden 1 Employee Savings and Investment 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
The Golden 1 Employee Savings and Investment Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Golden 1 Employee Savings and Investment Plan side-by-side with 3 peers →

The Golden 1 Employee Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA ($197M); by covered participants it is Carepathrx 401(k) Plan in OH (2,011 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,011 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 The Golden 1 Employee Savings and Investment Plan assets move in 2023? ▼
The Golden 1 Employee Savings and Investment Plan grew sharply - up 25.5% during 2023, from $157M to $197M. Reported net income was $40M.
How have Golden 1 Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Golden 1 Credit Union's sponsor-wide assets grew 50.9%, from $157M to $237M.
Where does The Golden 1 Employee Savings and Investment Plan rank by assets among Form 5500 filers? ▼
The Golden 1 Employee Savings and Investment Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Golden 1 Employee Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Children's Specialty Group, PLLC 401(k) Profit Sharing Plan in VA ($197M, 405 participants).
Which 401(k) plans cover a similar participant headcount to The Golden 1 Employee Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carepathrx 401(k) Plan in OH (2,011 participants, $65M 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 940362025.

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.