401(k) · DOL Form 5500 · 2023

Wheelhouse Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
85
Participants Small participant base
60th
Percentile by assets National rank
$125,757
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

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

$11M in assets, 85 participants

Wheelhouse Credit Union's Wheelhouse Credit Union 401(k) Plan reported $11M in total assets and 85 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,975 in Finance & Insurance (8,869 peers)

2023 asset change

Wheelhouse Credit Union 401(k) Plan grew sharply 17.5% in 2023 ($9M → $11M) for 85 participants.

#3,975
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY

Wheelhouse Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

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

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

$10,689,310 Top 40% higher than 60% 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

Wheelhouse Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheelhouse Credit Union 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wheelhouse Credit Union 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wheelhouse Credit Union 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Wheelhouse Credit Union 401(k) Plan reported participants rose from 81 in the plan year 2022 filing to 85 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951593663 · Wheelhouse Credit Union PY 2023 · 401(k)

Wheelhouse Credit Union 401(k) Plan · $11M · 85 · 60th

  • 5500 $11M
  • ASSETS 85
  • PCT 60th
  • EIN 401(k)
  • RANK near Operation Par 401(k) Savings Plan
  • PHOTO ind #3975

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 →

Wheelhouse Credit Union 401(k) Plan in the asset neighbourhood

Wheelhouse Credit Union 401(k) PlanWheelhouse Credit Union 401(…$11MOperation Par 401(k) Savings PlanOperation Par 401(k) Savings…$11MBradford Health Services 401(k) Profit Sharing PlaBradford Health Services 401…$11MAltman Companies 401(k) Plan$11MMarian High School 401(k) PlanMarian High School 401(k) Pl…$11M
End-of-year total assets ($M) among Wheelhouse Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wheelhouse Credit Union years around the 2023 move

Sponsor-wide plan assets over time

All Wheelhouse Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 8.450181486836142% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $9.09M $8.33M ▼ -8.4%
Year Plans Participants Total Assets
2022 1 81 $9M
2023 1 85 $11M
2024 1 83 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN951593663
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Wheelhouse 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 ($B) Participants Wheelhouse Credit Union 401(k) Plan, Total assets ($B): 0.01068931 · Participants: 85Wheelhouse 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
Wheelhouse Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Wheelhouse Credit Union 401(k) Plan side-by-side with 3 peers →

Wheelhouse 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 Operation Par 401(k) Savings Plan in FL ($11M); by covered participants it is Jones Energy, LLC Profit Sharing Plan in OK (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Wheelhouse Credit Union 401(k) Plan assets move in 2023? ▼
Wheelhouse Credit Union 401(k) Plan grew sharply - up 17.5% during 2023, from $9M to $11M. Reported net income was $2M.
How have Wheelhouse Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wheelhouse Credit Union's sponsor-wide assets declined 8.5%, from $9M to $8M.
Which 401(k) plans are similar in size to Wheelhouse Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Operation Par 401(k) Savings Plan in FL ($11M, 347 participants).
Which 401(k) plans cover a similar participant headcount to Wheelhouse Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jones Energy, LLC Profit Sharing Plan in OK (85 participants, $7M 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 951593663.

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.