401(k) · DOL Form 5500 · 2023

Nuvision Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
500
Participants Below avg headcount
88th
Percentile by assets National rank
$124,294
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Nuvision Federal Credit Union Savings Plan · Sponsored by Nuvision Federal Credit Union · California · Other Services

$62M in assets, 500 participants

Nuvision Federal Credit Union's Nuvision Federal Credit Union Savings Plan reported $62M in total assets and 500 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,451 in Other Services (7,857 peers)

Where Nuvision Federal Credit Union Savings Plan sits by assets

Nuvision Federal Credit Union Savings Plan sits in the top quartile of all filed plans by assets, $62M for 500 participants (~$124,294/participant), up 13.6% in 2023.

#7,451
in Other Services (7,857 peers)
+13.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Nuvision Federal Credit Union Savings Plan's outsized position by total assets

Nuvision Federal Credit Union Savings Plan vs every filed plan by assets

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

$62,146,945 Top 12% higher than 88% 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

Nuvision Federal Credit Union 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. Nuvision Federal Credit Union Savings Plan sits mid-pack in the medium band (500 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nuvision Federal Credit Union Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Nuvision Federal Credit Union Savings Plan end-of-year assets rose from $55M in the plan year 2022 filing to $62M in the plan year 2023 filing.
  • Nuvision Federal Credit Union Savings Plan reported participants fell from 513 in the plan year 2022 filing to 500 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951644517 · Nuvision Federal Credit Union PY 2023 · 401(k)

Nuvision Federal Credit Union Savings Plan · $62M · 500 · 88th

  • ASSETS $62M
  • ASSETS 500
  • ASSETS 88th
  • ASSETS 401(k)
  • ASSETS near Bts USA, Inc. 401(k) Retirement Plan
  • ASSETS ind #7451

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 Other Services retirement plans → · Plans in California →

Nuvision Federal Credit Union Savings Plan in the asset neighbourhood

Nuvision Federal Credit Union Savings PlanNuvision Federal Credit Unio…$62MBts USA, Inc. 401(k) Retirement PlanBts USA, Inc. 401(k) Retirem…$62MFlat Branch Mortgage, Inc. Retirement Savings PlanFlat Branch Mortgage, Inc. R…$62MAnne Arundel Dermatology, P.a., Profit Sharing PlanAnne Arundel Dermatology, P.…$62MPeoplesbank 401(k) Plan$62M
End-of-year total assets ($M) among Nuvision Federal Credit Union Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$62M
Net Income$7M
Employer EIN951644517
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nuvision Federal Credit Union)

Sponsor-wide plan assets over time

All Nuvision Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 19.616333910896177% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $65.2M $78M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 553 $65M
2023 2 539 $73M
2024 2 543 $78M

Nearby 401(k) Plans in California

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

Nuvision Federal Credit Union Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nuvision Federal Credit Union Savings Plan, Total assets ($B): 0.062146945 · Participants: 500Nuvision Federal Credit Union 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
Nuvision Federal Credit Union Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nuvision Federal Credit Union Savings Plan side-by-side with 3 peers →

Nuvision Federal Credit Union Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bts USA, Inc. 401(k) Retirement Plan in NY ($62M); by covered participants it is Harsco Corporation Savings Plan in PA (500 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($62M here).

Similar participant headcount

Nearest other-state filings by covered participants (500 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 Nuvision Federal Credit Union Savings Plan assets move in 2023? ▼
Nuvision Federal Credit Union Savings Plan grew at a solid clip - up 13.6% during 2023, from $55M to $62M. Reported net income was $7M.
How have Nuvision Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nuvision Federal Credit Union's sponsor-wide assets grew 19.6%, from $65M to $78M.
Where does Nuvision Federal Credit Union Savings Plan rank by assets among Form 5500 filers? ▼
Nuvision Federal Credit Union Savings Plan ranks in the 88th 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 Nuvision Federal Credit Union Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bts USA, Inc. 401(k) Retirement Plan in NY ($62M, 403 participants).
Which 401(k) plans cover a similar participant headcount to Nuvision Federal Credit Union Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Harsco Corporation Savings Plan in PA (500 participants, $43M 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 951644517.

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.