401(k) · DOL Form 5500 · 2023

Pacific Service Credit Union 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
149
Participants Small participant base
80th
Percentile by assets National rank
$212,793
Avg per participant Above avg balance/head
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Official DOL plan name: Pacific Service Credit Union 401(k) Plan · Sponsored by Pacific Service Credit Union · California · Finance & Insurance

$32M in assets, 149 participants

Pacific Service Credit Union's Pacific Service Credit Union 401(k) Plan reported $32M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,156 in Finance & Insurance (8,869 peers)

Coverage in California

Pacific Service Credit Union 401(k) Plan covers 149 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $32M.

#6,156
in Finance & Insurance (8,869 peers)
+16.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pacific Service Credit Union 401(k) Plan's outsized position by total assets

Pacific Service Credit Union 401(k) Plan vs every filed plan by assets

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

$31,706,179 Top 20% higher than 80% 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

Pacific Service Credit Union 401(k) 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. Pacific Service Credit Union 401(k) Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pacific Service Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Pacific Service Credit Union 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 946061277 · Pacific Service Credit Union PY 2023 · 401(k)

Pacific Service Credit Union 401(k) Plan · $32M · 149 · 80th

  • 5500 $32M
  • 5500 149
  • 5500 80th
  • 5500 401(k)
  • 5500 near Kenneth Cole Productions, Inc. 401(k) Profit Sharing Plan
  • 5500 ind #6156

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 →

Pacific Service Credit Union 401(k) Plan in the asset neighbourhood

Pacific Service Credit Union 401(k) PlanPacific Service Credit Union…$32MWeiss-Aug Co. Inc. 401(k) Savings PlanWeiss-Aug Co. Inc. 401(k) Sa…$32MKenneth Cole Productions, Inc. 401(k) Profit Sharing PlanKenneth Cole Productions, In…$32MManna Pro Products, LLC Retirement PlanManna Pro Products, LLC Reti…$32MAvenue Capital Group and Affiliates 401(k) Profit SharingAvenue Capital Group and Aff…$32M
End-of-year total assets ($M) among Pacific Service Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN946061277
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pacific Service Credit Union)

Sponsor-wide plan assets over time

All Pacific Service Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 27.89392897852897% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27.2M $34.8M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 150 $27M
2023 1 149 $32M
2024 1 160 $35M

Nearby 401(k) Plans in California

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

Pacific Service Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Pacific Service Credit Union 401(k) Plan, Total assets ($B): 0.031706179 · Participants: 149Pacific Service Credit Union 401(k) 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
Pacific Service Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Pacific Service Credit Union 401(k) Plan side-by-side with 3 peers →

Pacific Service Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Kenneth Cole Productions, Inc. 401(k) Profit Sharing Plan in NY ($32M); by covered participants it is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Pacific Service Credit Union 401(k) Plan assets move in 2023? ▼
Pacific Service Credit Union 401(k) Plan grew sharply - up 16.7% during 2023, from $27M to $32M. Reported net income was $5M.
How have Pacific Service Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pacific Service Credit Union's sponsor-wide assets grew 27.9%, from $27M to $35M.
Where does Pacific Service Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Pacific Service Credit Union 401(k) Plan ranks in the 80th 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 Pacific Service Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenneth Cole Productions, Inc. 401(k) Profit Sharing Plan in NY ($32M, 52 participants).
Which 401(k) plans cover a similar participant headcount to Pacific Service Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mariner Wealth Advisors Pooled Employer Plan in FL (149 participants, $1M 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 946061277.

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.