401(k) · DOL Form 5500 · 2023

Sacramento Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
98
Participants Small participant base
68th
Percentile by assets National rank
$162,561
Avg per participant Above avg balance/head
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Official DOL plan name: Sacramento Credit Union 401(k) and Profit Sharing Plan · Sponsored by Sacramento Credit Union · California · Finance & Insurance

$16M in assets, 98 participants

Sacramento Credit Union's Sacramento Credit Union 401(k) and Profit Sharing Plan reported $16M in total assets and 98 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,775 in Finance & Insurance (8,869 peers)

Sacramento Credit Union multi-year trail

Sacramento Credit Union's plans moved +31.0% in assets from 2022 to 2024; this filing shows Sacramento Credit Union 401(k) and Profit Sharing Plan at $16M / 98 participants.

#4,775
in Finance & Insurance (8,869 peers)
+14.7%
assets growth YoY

Sacramento Credit Union 401(k) and Profit Sharing Plan's outsized position by total assets

Sacramento Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$15,930,980 Top 32% higher than 68% 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

Sacramento Credit Union 401(k) and Profit Sharing 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. Sacramento Credit Union 401(k) and Profit Sharing Plan is a small filing (98 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sacramento Credit Union 401(k) and Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Sacramento Credit Union 401(k) and Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Sacramento Credit Union 401(k) and Profit Sharing Plan reported participants rose from 92 in the plan year 2022 filing to 98 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941530642 · Sacramento Credit Union PY 2023 · 401(k)

Sacramento Credit Union 401(k) and Profit Sharing Plan · $16M · 98 · 68th

  • PART $16M
  • PART 98
  • PART 68th
  • PART 401(k)
  • PART near Wm. F. Meyer Company Profit Sharing Plan
  • PART ind #4775

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 →

Sacramento Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Sacramento Credit Union 401(k) and Profit Sharing PlanSacramento Credit Union 401(…$16MWm. F. Meyer Company Profit Sharing PlanWm. F. Meyer Company Profit …$16MGfs Chemicals, Inc. Profit Sharing and 401(k) Retirement PlansGfs Chemicals, Inc. Profit S…$16MFellowshiplife, Inc. 401(k) Employee Savings PlanFellowshiplife, Inc. 401(k) …$16MFellowshiplife, Inc. 401(k) Employee Savings PlanFellowshiplife, Inc. 401(k) …$16M
End-of-year total assets ($M) among Sacramento Credit Union 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sacramento Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Sacramento Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.00492395438768% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.9M $18.2M ▲ +31.0%
Year Plans Participants Total Assets
2022 1 92 $14M
2023 1 98 $16M
2024 1 88 $18M

Sacramento Credit Union filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN941530642
Plan Effective Date1977-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Sacramento Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Sacramento Credit Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.01593098 · Participants: 98Sacramento Credit Union 401(k) and Profit Sharing 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
Sacramento Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Sacramento Credit Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Sacramento Credit Union 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wm. F. Meyer Company Profit Sharing Plan in IL ($16M); by covered participants it is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Sacramento Credit Union 401(k) and Profit Sharing Plan assets move in 2023? ▼
Sacramento Credit Union 401(k) and Profit Sharing Plan grew at a solid clip - up 14.7% during 2023, from $14M to $16M. Reported net income was $2M.
How have Sacramento Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sacramento Credit Union's sponsor-wide assets grew 31.0%, from $14M to $18M.
Which 401(k) plans are similar in size to Sacramento Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wm. F. Meyer Company Profit Sharing Plan in IL ($16M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Sacramento Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blanco Enterprises 1081. 01(D) Retirement Plan in PR (98 participants, $81K 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 941530642.

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.