401(k) · DOL Form 5500 · 2023

Safe 1 Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
108
Participants Small participant base
67th
Percentile by assets National rank
$140,942
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Safe 1 Credit Union 401(k) Profit Sharing Plan · Sponsored by Safe 1 Credit Union · California · Finance & Insurance

$15M in assets, 108 participants

Safe 1 Credit Union's Safe 1 Credit Union 401(k) Profit Sharing Plan reported $15M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,667 in Finance & Insurance (8,869 peers)

Coverage in California

Safe 1 Credit Union 401(k) Profit Sharing Plan covers 108 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $15M.

#4,667
in Finance & Insurance (8,869 peers)
+23.2%
assets growth YoY

Safe 1 Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Safe 1 Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,221,694 Top 33% higher than 67% 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

Safe 1 Credit Union 401(k) Profit Sharing 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. Safe 1 Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe 1 Credit Union 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Safe 1 Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Safe 1 Credit Union 401(k) Profit Sharing Plan reported participants fell from 110 in the plan year 2022 filing to 108 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951812302 · Safe 1 Credit Union PY 2023 · 401(k)

Safe 1 Credit Union 401(k) Profit Sharing Plan · $15M · 108 · 67th

  • ASSETS $15M
  • ASSETS 108
  • ASSETS 67th
  • ASSETS 401(k)
  • ASSETS near Community Wholesale Tire 401(k) Plan
  • ASSETS ind #4667

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 →

Safe 1 Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Safe 1 Credit Union 401(k) Profit Sharing PlanSafe 1 Credit Union 401(k) P…$15MCommunity Wholesale Tire 401(k) PlanCommunity Wholesale Tire 401…$15MKind 401(k) Plan$15MValued Employee Retirement Savings PlanValued Employee Retirement S…$15MSystematic Financial Management, L.P. 401(k) Plan & TrustSystematic Financial Managem…$15M
End-of-year total assets ($M) among Safe 1 Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN951812302
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safe 1 Credit Union)

Sponsor-wide plan assets over time

All Safe 1 Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.045755003930125% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.2M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 110 $12M
2023 1 108 $15M
2024 1 119 $18M

Nearby 401(k) Plans in California

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

Safe 1 Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Safe 1 Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.015221694 · Participants: 108Safe 1 Credit Union 401(k) 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
Safe 1 Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Safe 1 Credit Union 401(k) Profit Sharing Plan side-by-side with 3 peers →

Safe 1 Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Community Wholesale Tire 401(k) Plan in MO ($15M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Safe 1 Credit Union 401(k) Profit Sharing Plan assets move in 2023? ▼
Safe 1 Credit Union 401(k) Profit Sharing Plan grew sharply - up 23.2% during 2023, from $12M to $15M. Reported net income was $3M.
How have Safe 1 Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Safe 1 Credit Union's sponsor-wide assets grew 47.0%, from $12M to $18M.
Which 401(k) plans are similar in size to Safe 1 Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Wholesale Tire 401(k) Plan in MO ($15M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Safe 1 Credit Union 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 951812302.

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.