401(k) · DOL Form 5500 · 2023

Financial Partners Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
309
Participants Below avg headcount
81st
Percentile by assets National rank
$108,331
Avg per participant Below avg balance/head
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Official DOL plan name: Financial Partners Credit Union Employees' 401(k) Savings Plan · Sponsored by Financial Partners Credit Union · California · Finance & Insurance

$33M in assets, 309 participants

Financial Partners Credit Union's Financial Partners Credit Union Employees' 401(k) Savings Plan reported $33M in total assets and 309 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,253 in Finance & Insurance (8,869 peers)

Coverage in California

Financial Partners Credit Union Employees' 401(k) Savings Plan covers 309 participants in California, about 49% of the average California filer (state average ~630 per filing). Assets: $33M.

#6,253
in Finance & Insurance (8,869 peers)
+15.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Financial Partners Credit Union Employees' 401(k) Savings Plan's outsized position by total assets

Financial Partners Credit Union Employees' 401(k) Savings Plan vs every filed plan by assets

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

$33,474,197 Top 19% higher than 81% 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

Financial Partners Credit Union Employees' 401(k) 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. Financial Partners Credit Union Employees' 401(k) Savings Plan sits mid-pack in the medium band (309 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Financial Partners Credit Union Employees' 401(k) Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Financial Partners Credit Union Employees' 401(k) Savings Plan end-of-year assets rose from $29M in the plan year 2022 filing to $33M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951653038 · Financial Partners Credit Union PY 2023 · 401(k)

Financial Partners Credit Union Employees' 401(k) Savings Plan · $33M · 309 · 81st

  • NET $33M
  • BOOK 309
  • VS-ST 81st
  • BOY 401(k)
  • SCH near J.F. Lehman & Company, LLC Savings Plan
  • EBSA ind #6253

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 →

Financial Partners Credit Union Employees' 401(k) Savings Plan in the asset neighbourhood

J.F. Lehman & Company, LLC Savings PlanJ.F. Lehman & Company, LLC S…$33MGeiger Group 401(k) Plan$33MEdsa Employee Savings and Profit Sharing PlanEdsa Employee Savings and Pr…$33MFinancial Partners Credit Union Employees' 401(k) Savings PlanFinancial Partners Credit Un…$33MWellthbuilder Pooled Employer PlanWellthbuilder Pooled Employe…$33M
End-of-year total assets ($M) among Financial Partners Credit Union Employees' 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$33M
Net Income$4M
Employer EIN951653038
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Financial Partners Credit Union)

Sponsor-wide plan assets over time

All Financial Partners Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$38M 30.670508095149117% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $29.1M $38.1M ▲ +30.7%
Year Plans Participants Total Assets
2022 1 306 $29M
2023 1 309 $33M
2024 1 296 $38M

Nearby 401(k) Plans in California

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

Financial Partners Credit Union Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Financial Partners Credit Union Employees' 401(k) Savings Plan, Total assets ($B): 0.033474197 · Participants: 309Financial Partners Credit Union Employees' 401(k) 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
Financial Partners Credit Union Employees' 401(k) Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Financial Partners Credit Union Employees' 401(k) Savings Plan side-by-side with 3 peers →

Financial Partners Credit Union Employees' 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is J.F. Lehman & Company, LLC Savings Plan in VA ($33M); by covered participants it is Mcgough Companies 401(k) Plan and Trust in MN (309 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (309 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 Financial Partners Credit Union Employees' 401(k) Savings Plan assets move in 2023? ▼
Financial Partners Credit Union Employees' 401(k) Savings Plan grew at a solid clip - up 15.0% during 2023, from $29M to $33M. Reported net income was $4M.
How have Financial Partners Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Financial Partners Credit Union's sponsor-wide assets grew 30.7%, from $29M to $38M.
Where does Financial Partners Credit Union Employees' 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Financial Partners Credit Union Employees' 401(k) Savings Plan ranks in the 81st 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 Financial Partners Credit Union Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is J.F. Lehman & Company, LLC Savings Plan in VA ($33M, 48 participants).
Which 401(k) plans cover a similar participant headcount to Financial Partners Credit Union Employees' 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcgough Companies 401(k) Plan and Trust in MN (309 participants, $75M 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 951653038.

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.