401(k) · DOL Form 5500 · 2023
San Diego County Credit Union 401(k) Plan
Data updated 2026-08-25
- $97M
- Total assets Below avg plan size
- 869
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $111,990
- Avg per participant Below avg balance/head
Official DOL plan name: San Diego County Credit Union Employees Salary Savings Plan · Sponsored by San Diego County Credit Union · California · Finance & Insurance
$97M in assets, 869 participants
San Diego County Credit Union's San Diego County Credit Union Employees Salary Savings Plan reported $97M in total assets and 869 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.
- #7,650 in Finance & Insurance (8,869 peers)
Where San Diego County Credit Union Employees Salary Savings Plan sits by assets
San Diego County Credit Union Employees Salary Savings Plan sits in the top 10% of all filed plans by assets, $97M for 869 participants (~$111,990/participant), up 15.9% in 2023.
- #7,650
- in Finance & Insurance (8,869 peers)
- +15.9%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
San Diego County Credit Union Employees Salary Savings Plan's outsized position by total assets
San Diego County Credit Union Employees Salary Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$97,318,912 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
San Diego County Credit Union Employees Salary 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. San Diego County Credit Union Employees Salary Savings Plan sits mid-pack in the medium band (869 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- San Diego County Credit Union Employees Salary Savings Plan reported net income rose from -$16M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- San Diego County Credit Union Employees Salary Savings Plan end-of-year assets rose from $84M in the plan year 2022 filing to $97M in the plan year 2023 filing.
- San Diego County Credit Union Employees Salary Savings Plan reported participants rose from 795 in the plan year 2022 filing to 869 in the plan year 2023 filing.
DOL schedule card
Filing strip 951184903 · San Diego County Credit Union PY 2023 · 401(k)
San Diego County Credit Union Employees Salary Savings Plan · $97M · 869 · 91st
- NET $97M
- NET 869
- NET 91st
- NET 401(k)
- NET near Imprivata, Inc. 401(k) Plan
- NET ind #7650
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 →
San Diego County Credit Union Employees Salary Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $84M |
|---|---|
| Net Assets (End of Year) | $97M |
| Net Income | $13M |
| Employer EIN | 951184903 |
| Plan Effective Date | 1986-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (San Diego County Credit Union)
Sponsor-wide plan assets over time
All San Diego County Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 31.54635765020973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 795 | $84M |
| 2023 | 1 | 869 | $97M |
| 2024 | 1 | 1,577 | $110M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
San Diego County Credit Union Employees Salary Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Imprivata, Inc. 401(k) Plan in MA ($97M); by covered participants it is Freshly, Inc. 401(k) Retirement Plan in NY (869 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($97M here).
- Imprivata, Inc. 401(k) Plan (MA) $97M · 637
- News-Press & Gazette Employees' 401(k) Plan (MO) $97M · 846
- Sch Services, Inc. 401(k) Plan (MN) $97M · 346
- Assurity Life Insurance Company 401(k) Plan (NE) $97M · 388
Similar participant headcount
Nearest other-state filings by covered participants (869 participants); asset peers above are excluded.
- Freshly, Inc. 401(k) Retirement Plan (NY) 869 · 0 off
- Donegal Mutual Insurance Company 401(k) Plan (PA) 869 · 0 off
- Blue Link Wireless, LLC 401(k) Plan (MI) 869 · 0 off
- Hexagon 401(k) Plan (NE) 869 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.