401(k) · DOL Form 5500 · 2023

Merced School Employees Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
101
Participants Small participant base
64th
Percentile by assets National rank
$127,801
Avg per participant Near avg balance/head
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Official DOL plan name: Merced School Employees Federal Credit Union 401(k) Plan and Trust · Sponsored by Merced School Employees Federal Credit Union · California · Finance & Insurance

$13M in assets, 101 participants

Merced School Employees Federal Credit Union's Merced School Employees Federal Credit Union 401(k) Plan and Trust reported $13M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,354 in Finance & Insurance (8,869 peers)

Coverage in California

Merced School Employees Federal Credit Union 401(k) Plan and Trust covers 101 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $13M.

#4,354
in Finance & Insurance (8,869 peers)
+18.8%
assets growth YoY

Merced School Employees Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Merced School Employees Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$12,907,905 Top 36% higher than 64% 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

Merced School Employees Federal Credit Union 401(k) Plan and Trust 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. Merced School Employees Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Merced School Employees Federal Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Merced School Employees Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Merced School Employees Federal Credit Union 401(k) Plan and Trust reported participants rose from 99 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941284984 · Merced School Employees Federal Credit Union PY 2023 · 401(k)

Merced School Employees Federal Credit Union 401(k) Plan and Trust · $13M · 101 · 64th

  • NET $13M
  • NET 101
  • NET 64th
  • NET 401(k)
  • NET near The Dingley Press 401(k) Retirement Plan
  • NET ind #4354

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 →

Merced School Employees Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Merced School Employees Federal Credit Union 401(k) Plan and TrustMerced School Employees Fede…$13MThe Dingley Press 401(k) Retirement PlanThe Dingley Press 401(k) Ret…$13MKalil Bottling Co. Profit Sharing and Individual Retirement Savings PlanKalil Bottling Co. Profit Sh…$13MCentral Investment LLC Thrift Savings 401(k) Retirement PlanCentral Investment LLC Thrif…$13MCorsicana Acquisition LLC 401(k) PlanCorsicana Acquisition LLC 40…$13M
End-of-year total assets ($M) among Merced School Employees Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN941284984
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Merced School Employees Federal Credit Union)

Sponsor-wide plan assets over time

All Merced School Employees Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 31.920778788781913% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.3M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 99 $11M
2023 1 101 $13M
2024 1 96 $14M

Nearby 401(k) Plans in California

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

Merced School Employees Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Merced School Employees Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.012907905 · Participants: 101Merced School Employees Federal Credit Union 401(k) Plan and TrustWells 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
Merced School Employees Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Merced School Employees Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Merced School Employees Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Dingley Press 401(k) Retirement Plan in ME ($13M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Merced School Employees Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Merced School Employees Federal Credit Union 401(k) Plan and Trust grew sharply - up 18.8% during 2023, from $11M to $13M. Reported net income was $2M.
How have Merced School Employees Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Merced School Employees Federal Credit Union's sponsor-wide assets grew 31.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Merced School Employees Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Dingley Press 401(k) Retirement Plan in ME ($13M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Merced School Employees Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 941284984.

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.