401(k) · DOL Form 5500 · 2023

American First Credit Union 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
134
Participants Small participant base
75th
Percentile by assets National rank
$171,446
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: American First Credit Union 401(k) Plan · Sponsored by American First Credit Union · California · Finance & Insurance

$23M in assets, 134 participants

American First Credit Union's American First Credit Union 401(k) Plan reported $23M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,533 in Finance & Insurance (8,869 peers)

Coverage in California

American First Credit Union 401(k) Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $23M.

#5,533
in Finance & Insurance (8,869 peers)
+16.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

American First Credit Union 401(k) Plan's outsized position by total assets

American First Credit Union 401(k) Plan vs every filed plan by assets

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

$22,973,809 Top 25% higher than 75% 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

American First Credit Union 401(k) 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. American First Credit Union 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American First Credit Union 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American First Credit Union 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 330358683 · American First Credit Union PY 2023 · 401(k)

American First Credit Union 401(k) Plan · $23M · 134 · 75th

  • IND $23M
  • EOY 134
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Loureiro Engineering Associates, Inc 401(k) Plan
  • EIN ind #5533

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 →

American First Credit Union 401(k) Plan in the asset neighbourhood

Administrative Control Services, Inc. Employee Directed Retirement and 401(k) Savings PlanAdministrative Control Servi…$23MAmerican First Credit Union 401(k) PlanAmerican First Credit Union …$23MLoureiro Engineering Associates, Inc 401(k) PlanLoureiro Engineering Associa…$23MTrim-Rite Food Corporation Retirement Savings Plan and TrustTrim-Rite Food Corporation R…$23MEptura, Inc. 401(k) Plan$23M
End-of-year total assets ($M) among American First Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN330358683
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American First Credit Union)

Sponsor-wide plan assets over time

All American First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.17342231079161% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $26.6M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 133 $20M
2023 1 134 $23M
2024 1 132 $27M

Nearby 401(k) Plans in California

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

American First Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants American First Credit Union 401(k) Plan, Total assets ($B): 0.022973809 · Participants: 134American First Credit Union 401(k) 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
American First Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare American First Credit Union 401(k) Plan side-by-side with 3 peers →

American First Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Loureiro Engineering Associates, Inc 401(k) Plan in CT ($23M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 American First Credit Union 401(k) Plan assets move in 2023? ▼
American First Credit Union 401(k) Plan grew sharply - up 16.8% during 2023, from $20M to $23M. Reported net income was $3M.
How have American First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American First Credit Union's sponsor-wide assets grew 35.2%, from $20M to $27M.
Where does American First Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
American First Credit Union 401(k) Plan ranks in the 75th 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 American First Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loureiro Engineering Associates, Inc 401(k) Plan in CT ($23M, 180 participants).
Which 401(k) plans cover a similar participant headcount to American First Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 330358683.

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.