401(k) · DOL Form 5500 · 2023

Credit Union of Southern California 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
366
Participants Below avg headcount
85th
Percentile by assets National rank
$125,084
Avg per participant Near avg balance/head
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Official DOL plan name: Credit Union of Southern California 401(k) Plan and Trust · Sponsored by Credit Union of Southern California · California · Finance & Insurance

$46M in assets, 366 participants

Credit Union of Southern California's Credit Union of Southern California 401(k) Plan and Trust reported $46M in total assets and 366 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,781 in Finance & Insurance (8,869 peers)

Where Credit Union of Southern California 401(k) Plan and Trust sits by assets

Credit Union of Southern California 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $46M for 366 participants (~$125,084/participant), up 20.8% in 2023.

#6,781
in Finance & Insurance (8,869 peers)
+20.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Credit Union of Southern California 401(k) Plan and Trust's outsized position by total assets

Credit Union of Southern California 401(k) Plan and Trust vs every filed plan by assets

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

$45,780,853 Top 15% higher than 85% 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

Credit Union of Southern California 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. Credit Union of Southern California 401(k) Plan and Trust sits mid-pack in the medium band (366 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Credit Union of Southern California 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Credit Union of Southern California 401(k) Plan and Trust end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Credit Union of Southern California 401(k) Plan and Trust reported participants rose from 338 in the plan year 2022 filing to 366 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 951818041 · Credit Union of Southern California PY 2023 · 401(k)

Credit Union of Southern California 401(k) Plan and Trust · $46M · 366 · 85th

  • 5500 $46M
  • ASSETS 366
  • PCT 85th
  • EIN 401(k)
  • RANK near Sault Tribe 401 (K) Plan
  • PHOTO ind #6781

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 →

Credit Union of Southern California 401(k) Plan and Trust in the asset neighbourhood

Waukesha Gas Engines 401(k) PlanWaukesha Gas Engines 401(k) …$46MCenterpoint Properties Trust 401(k) PlanCenterpoint Properties Trust…$46MCredit Union of Southern California 401(k) Plan and TrustCredit Union of Southern Cal…$46MSault Tribe 401 (K) Plan$46MAssured Information Security, Inc. Employees 401(k) PlanAssured Information Security…$46M
End-of-year total assets ($M) among Credit Union of Southern California 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN951818041
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union of Southern California)

Sponsor-wide plan assets over time

All Credit Union of Southern California plans reported in each filing year

Latest sponsor-wide plan assets
$55M 45.52407694387476% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $37.9M $55.2M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 338 $38M
2023 1 366 $46M
2024 1 397 $55M

Nearby 401(k) Plans in California

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

Credit Union of Southern California 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 ($B) Participants Credit Union of Southern California 401(k) Plan and Trust, Total assets ($B): 0.045780853 · Participants: 366Credit Union of Southern California 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
Credit Union of Southern California 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Credit Union of Southern California 401(k) Plan and Trust side-by-side with 3 peers →

Credit Union of Southern California 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 Sault Tribe 401 (K) Plan in MI ($46M); by covered participants it is Enterprise Solutions, Inc 401(k) Plan in IL (366 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (366 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 Credit Union of Southern California 401(k) Plan and Trust assets move in 2023? ▼
Credit Union of Southern California 401(k) Plan and Trust grew sharply - up 20.8% during 2023, from $38M to $46M. Reported net income was $8M.
How have Credit Union of Southern California plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union of Southern California's sponsor-wide assets grew 45.5%, from $38M to $55M.
Where does Credit Union of Southern California 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Credit Union of Southern California 401(k) Plan and Trust ranks in the 85th 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 Credit Union of Southern California 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sault Tribe 401 (K) Plan in MI ($46M, 1,211 participants).
Which 401(k) plans cover a similar participant headcount to Credit Union of Southern California 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Enterprise Solutions, Inc 401(k) Plan in IL (366 participants, $587K 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 951818041.

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.