401(k) · DOL Form 5500 · 2023

Schoolsfirst Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$373M
Total assets Above avg plan size
2,787
Participants Above avg headcount
97th
Percentile by assets National rank
$133,990
Avg per participant Near avg balance/head
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Official DOL plan name: Schoolsfirst Federal Credit Union 401(k) Retirement Plan · Sponsored by Schoolsfirst Federal Credit Union · California · Finance & Insurance

$373M in assets, 2,787 participants

Schoolsfirst Federal Credit Union's Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported $373M in total assets and 2,787 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,381 in Finance & Insurance (8,869 peers)

Coverage in California

Schoolsfirst Federal Credit Union 401(k) Retirement Plan covers 2,787 participants in California, 4.4x the typical California plan (state average ~630 per filing). Assets: $373M.

#8,381
in Finance & Insurance (8,869 peers)
+21.8%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$373,430,940 Top 3% higher than 97% 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

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoolsfirst Federal Credit Union 401(k) Retirement Plan lands in the large band (2,787 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported net income rose from -$34M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Schoolsfirst Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $307M in the plan year 2022 filing to $373M in the plan year 2023 filing.
  • Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported participants rose from 2,613 in the plan year 2022 filing to 2,787 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951068595 · Schoolsfirst Federal Credit Union PY 2023 · 401(k)

Schoolsfirst Federal Credit Union 401(k) Retirement Plan · $373M · 2,787 · 97th

  • PCT $373M
  • EIN 2,787
  • RANK 97th
  • PHOTO 401(k)
  • IND near Lmi 401(k) Plan
  • EOY ind #8381

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 →

Schoolsfirst Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Multiplan, Inc. 401(k) Plan$374MMsa Retirement Savings Plan$374MArdagh North America Bargaining 401(k) PlanArdagh North America Bargain…$373MLmi 401(k) Plan$373MSchoolsfirst Federal Credit Union 401(k) Retirement PlanSchoolsfirst Federal Credit …$373M
End-of-year total assets ($M) among Schoolsfirst Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$307M
Net Assets (End of Year)$373M
Net Income$67M
Employer EIN951068595
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schoolsfirst Federal Credit Union)

Sponsor-wide plan assets over time

All Schoolsfirst Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$440M 43.57580622697863% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $307M $440M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 2,613 $307M
2023 1 2,787 $373M
2024 1 2,885 $440M

Nearby 401(k) Plans in California

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

Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Schoolsfirst Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.37343094 · Participants: 2787Schoolsfirst Federal Credit Union 401(k) Retirement 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
Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Schoolsfirst Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Lmi 401(k) Plan in VA ($373M); by covered participants it is Starr Restaurants 401(k) Plan in PA (2,788 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($373M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,787 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 Schoolsfirst Federal Credit Union 401(k) Retirement Plan assets move in 2023? ▼
Schoolsfirst Federal Credit Union 401(k) Retirement Plan grew sharply - up 21.8% during 2023, from $307M to $373M. Reported net income was $67M.
How have Schoolsfirst Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schoolsfirst Federal Credit Union's sponsor-wide assets grew 43.6%, from $307M to $440M.
Where does Schoolsfirst Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Schoolsfirst Federal Credit Union 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lmi 401(k) Plan in VA ($373M, 2,306 participants).
Which 401(k) plans cover a similar participant headcount to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Starr Restaurants 401(k) Plan in PA (2,788 participants, $390K 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 951068595.

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.