401(k) · DOL Form 5500 · 2023
Safe Credit Union 401(k) Plan
Data updated 2026-08-25
- $94M
- Total assets Below avg plan size
- 745
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $125,652
- Avg per participant Near avg balance/head
Official DOL plan name: Safe Credit Union 401(k) Profit-Sharing Plan · Sponsored by Safe Credit Union · California · Finance & Insurance
$94M in assets, 745 participants
Safe Credit Union's Safe Credit Union 401(k) Profit-Sharing Plan reported $94M in total assets and 745 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.
- #7,614 in Finance & Insurance (8,869 peers)
Where Safe Credit Union 401(k) Profit-Sharing Plan sits by assets
Safe Credit Union 401(k) Profit-Sharing Plan sits in the top 10% of all filed plans by assets, $94M for 745 participants (~$125,652/participant), up 24.0% in 2023.
- #7,614
- in Finance & Insurance (8,869 peers)
- +24.0%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Safe Credit Union 401(k) Profit-Sharing Plan's outsized position by total assets
Safe Credit Union 401(k) Profit-Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,610,491 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
Safe Credit Union 401(k) Profit-Sharing 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. Safe Credit Union 401(k) Profit-Sharing Plan sits mid-pack in the medium band (745 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Safe Credit Union 401(k) Profit-Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Safe Credit Union 401(k) Profit-Sharing Plan end-of-year assets rose from $75M in the plan year 2022 filing to $94M in the plan year 2023 filing.
DOL schedule card
Filing strip 941179501 · Safe Credit Union PY 2023 · 401(k)
Safe Credit Union 401(k) Profit-Sharing Plan · $94M · 745 · 91st
- RANK $94M
- RANK 745
- RANK 91st
- RANK 401(k)
- RANK near Boston Red Sox Retirement and Savings Plan
- RANK ind #7614
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 →
Safe Credit Union 401(k) Profit-Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $94M |
| Net Income | $18M |
| Employer EIN | 941179501 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Safe Credit Union)
Sponsor-wide plan assets over time
All Safe Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $97M 28.696746290905605% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 748 | $75M |
| 2023 | 1 | 745 | $94M |
| 2024 | 1 | 744 | $97M |
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
Safe Credit Union 401(k) Profit-Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Boston Red Sox Retirement and Savings Plan in MA ($94M); by covered participants it is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($94M here).
- Boston Red Sox Retirement and Savings Plan (MA) $94M · 1,515
- Ichor Systems, Inc. Retirement Savings Plan (TX) $94M · 1,590
- Mcnees Wallace & Nurick Savings Plan (PA) $94M · 191
- Yankton Medical Clinic P.C. Profit Sharing Plan & Trust (SD) $94M · 340
Similar participant headcount
Nearest other-state filings by covered participants (745 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.