Defined Benefit (Pension) · DOL Form 5500 · 2023

Star One Credit Union Pension Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
91
Participants Small participant base
89th
Percentile by assets National rank
$796,487
Avg per participant High balance/head
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Official DOL plan name: Star One Credit Union Retirement Plan · Sponsored by Star One Credit Union · California · Finance & Insurance

$72M in assets, 91 participants

Star One Credit Union's Star One Credit Union Retirement Plan reported $72M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,344 in Finance & Insurance (8,869 peers)

Where Star One Credit Union Retirement Plan sits by assets

Star One Credit Union Retirement Plan sits in the top quartile of all filed plans by assets, $72M for 91 participants (~$796,487/participant), up 14.8% in 2023.

#7,344
in Finance & Insurance (8,869 peers)
+14.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Star One Credit Union Retirement Plan's outsized position by total assets

Star One Credit Union Retirement Plan vs every filed plan by assets

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

$72,480,309 Top 11% higher than 89% 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

Star One Credit Union Retirement 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. Star One Credit Union Retirement Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Star One Credit Union Retirement Plan reported net income rose from -$12M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Star One Credit Union Retirement Plan end-of-year assets rose from $63M in the plan year 2022 filing to $72M in the plan year 2023 filing.
  • Star One Credit Union Retirement Plan reported participants fell from 100 in the plan year 2022 filing to 91 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 946069237 · Star One Credit Union PY 2023 · Defined Benefit (Pension)

Star One Credit Union Retirement Plan · $72M · 91 · 89th

  • IND $72M
  • EOY 91
  • 5500 89th
  • ASSETS Defined Benefit (Pension)
  • PCT near Nationwide Children's Hospital Pension Plan
  • EIN ind #7344

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 →

Star One Credit Union Retirement Plan in the asset neighbourhood

Vinson & Elkins LLP Variable Annuity Plan aVinson & Elkins LLP Variable…$73MVinson & Elkins LLP Variable Annuity Plan BVinson & Elkins LLP Variable…$73MKerry Inc. Employees Retirement PlanKerry Inc. Employees Retirem…$73MStar One Credit Union Retirement PlanStar One Credit Union Retire…$72MNationwide Children's Hospital Pension PlanNationwide Children's Hospit…$72M
End-of-year total assets ($M) among Star One Credit Union Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$72M
Net Income$9M
Employer EIN946069237
Plan Effective Date1995-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Star One Credit Union)

Sponsor-wide plan assets over time

All Star One Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$165M 29.776772756043513% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $127M $165M ▲ +29.8%
Year Plans Participants Total Assets
2022 2 333 $127M
2023 2 330 $148M
2024 2 339 $165M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Star One Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Star One Credit Union Retirement Plan, Total assets ($B): 0.072480309 · Participants: 91Star One Credit Union Retirement PlanKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Star One Credit Union Retirement Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Star One Credit Union Retirement Plan side-by-side with 3 peers →

Star One Credit Union Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Nationwide Children's Hospital Pension Plan in OH ($72M); by covered participants it is Maher Terminals LLC Pension Trust in NJ (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 Star One Credit Union Retirement Plan assets move in 2023? ▼
Star One Credit Union Retirement Plan grew at a solid clip - up 14.8% during 2023, from $63M to $72M. Reported net income was $9M.
How have Star One Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Star One Credit Union's sponsor-wide assets grew 29.8%, from $127M to $165M.
Where does Star One Credit Union Retirement Plan rank by assets among Form 5500 filers? ▼
Star One Credit Union Retirement Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Star One Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Nationwide Children's Hospital Pension Plan in OH ($72M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Star One Credit Union Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maher Terminals LLC Pension Trust in NJ (91 participants, $90M 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 946069237.

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.