401(k) · DOL Form 5500 · 2023

Excite Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
122
Participants Small participant base
68th
Percentile by assets National rank
$131,064
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Excite Credit Union 401(k) Retirement Savings Plan · Sponsored by Excite Credit Union · California · Finance & Insurance

$16M in assets, 122 participants

Excite Credit Union's Excite Credit Union 401(k) Retirement Savings Plan reported $16M in total assets and 122 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.

  • #4,787 in Finance & Insurance (8,869 peers)

Coverage in California

Excite Credit Union 401(k) Retirement Savings Plan covers 122 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $16M.

#4,787
in Finance & Insurance (8,869 peers)
+15.5%
assets growth YoY

Excite Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Excite Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$15,989,835 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

Excite Credit Union 401(k) Retirement Savings 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. Excite Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Excite Credit Union 401(k) Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Excite Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Excite Credit Union 401(k) Retirement Savings Plan reported participants rose from 117 in the plan year 2022 filing to 122 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 941243656 · Excite Credit Union PY 2023 · 401(k)

Excite Credit Union 401(k) Retirement Savings Plan · $16M · 122 · 68th

  • NET $16M
  • BOOK 122
  • VS-ST 68th
  • BOY 401(k)
  • SCH near Tronair, Inc. 401(k) Retirement Plan
  • EBSA ind #4787

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 →

Excite Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Excite Credit Union 401(k) Retirement Savings PlanExcite Credit Union 401(k) R…$16MTronair, Inc. 401(k) Retirement PlanTronair, Inc. 401(k) Retirem…$16MMclaughlin Family Companies 401(k) PlanMclaughlin Family Companies …$16MFiondella, Milone & Lasaracina 401(k) PlanFiondella, Milone & Lasaraci…$16MPrecision Custom Components, LLC 401(k) PlanPrecision Custom Components,…$16M
End-of-year total assets ($M) among Excite Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN941243656
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excite Credit Union)

Sponsor-wide plan assets over time

All Excite Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.92536442289226% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 117 $14M
2023 1 122 $16M
2024 1 115 $18M

Nearby 401(k) Plans in California

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

Excite Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Excite Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.015989835 · Participants: 122Excite Credit Union 401(k) Retirement Savings 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
Excite Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Excite Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Tronair, Inc. 401(k) Retirement Plan in OH ($16M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Excite Credit Union 401(k) Retirement Savings Plan assets move in 2023? ▼
Excite Credit Union 401(k) Retirement Savings Plan grew sharply - up 15.5% during 2023, from $14M to $16M. Reported net income was $2M.
How have Excite Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excite Credit Union's sponsor-wide assets grew 31.9%, from $14M to $18M.
Which 401(k) plans are similar in size to Excite Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tronair, Inc. 401(k) Retirement Plan in OH ($16M, 312 participants).
Which 401(k) plans cover a similar participant headcount to Excite Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 941243656.

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.