401(k) · DOL Form 5500 · 2023

Santa Clara County Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
134
Participants Small participant base
76th
Percentile by assets National rank
$184,096
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Santa Clara County Federal Credit Union 401(k) Plan · Sponsored by Santa Clara County Federal Credit Union · California · Finance & Insurance

$25M in assets, 134 participants

Santa Clara County Federal Credit Union's Santa Clara County Federal Credit Union 401(k) Plan reported $25M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,673 in Finance & Insurance (8,869 peers)

Coverage in California

Santa Clara County Federal Credit Union 401(k) Plan covers 134 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $25M.

#5,673
in Finance & Insurance (8,869 peers)
+18.2%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Santa Clara County Federal Credit Union 401(k) Plan's outsized position by total assets

Santa Clara County Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$24,668,835 Top 24% higher than 76% 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

Santa Clara County Federal 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. Santa Clara County Federal Credit Union 401(k) Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Santa Clara County Federal Credit Union 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Santa Clara County Federal Credit Union 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Santa Clara County Federal Credit Union 401(k) Plan reported participants rose from 124 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 941509091 · Santa Clara County Federal Credit Union PY 2023 · 401(k)

Santa Clara County Federal Credit Union 401(k) Plan · $25M · 134 · 76th

  • SCH $25M
  • SCH 134
  • SCH 76th
  • SCH 401(k)
  • SCH near Phipps Houses & Affiliates 401(k) Plan
  • SCH ind #5673

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 →

Santa Clara County Federal Credit Union 401(k) Plan in the asset neighbourhood

Santa Clara County Federal Credit Union 401(k) PlanSanta Clara County Federal C…$25MPhipps Houses & Affiliates 401(k) PlanPhipps Houses & Affiliates 4…$25MCurrie/Curfin Motors 401(k) PlanCurrie/Curfin Motors 401(k) …$25MCollegenet 401(k) Profit Sharing PlanCollegenet 401(k) Profit Sha…$25MTed Conferences, LLC 401(k) PlanTed Conferences, LLC 401(k) …$25M
End-of-year total assets ($M) among Santa Clara County Federal 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)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN941509091
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Santa Clara County Federal Credit Union)

Sponsor-wide plan assets over time

All Santa Clara County Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 36.009168553744544% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.4M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 124 $21M
2023 1 134 $25M
2024 1 133 $28M

Nearby 401(k) Plans in California

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

Santa Clara County Federal 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 ($B) Participants Santa Clara County Federal Credit Union 401(k) Plan, Total assets ($B): 0.024668835 · Participants: 134Santa Clara County Federal 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
Santa Clara County Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Santa Clara County Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Santa Clara County Federal 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 Phipps Houses & Affiliates 401(k) Plan in NY ($25M); by covered participants it is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Santa Clara County Federal Credit Union 401(k) Plan assets move in 2023? ▼
Santa Clara County Federal Credit Union 401(k) Plan grew sharply - up 18.2% during 2023, from $21M to $25M. Reported net income was $4M.
How have Santa Clara County Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Santa Clara County Federal Credit Union's sponsor-wide assets grew 36.0%, from $21M to $28M.
Where does Santa Clara County Federal Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Santa Clara County Federal Credit Union 401(k) Plan ranks in the 76th 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 Santa Clara County Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phipps Houses & Affiliates 401(k) Plan in NY ($25M, 451 participants).
Which 401(k) plans cover a similar participant headcount to Santa Clara County Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed Oil Company 401(k) Profit Sharing Plan in PA (134 participants, $15M 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 941509091.

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.