401(k) · DOL Form 5500 · 2023

Cu Cooperative Systems, Inc. 401(k) Plan

Data updated 2026-08-11

$184M
Total assets: 1,953
Participants: 94th
Percentile by assets: $94,466
Avg per participant

Official DOL plan name: Co-Op Solutions 401(k) Retirement Plan · Sponsored by Cu Cooperative Systems, Inc. · California · Finance & Insurance

$184M in assets, 1,953 participants

Cu Cooperative Systems, Inc.'s Co-Op Solutions 401(k) Retirement Plan reported $184M in total assets and 1,953 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#8,083 in Finance & Insurance (8,869 peers)

Coverage in California

Co-Op Solutions 401(k) Retirement Plan covers 1,953 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $184M.

$184M
total plan assets (2023 EOY): 1,953
covered participants: 94th
percentile by assets (of 127,072 plans): $94,466
avg assets per participant

Where Co-Op Solutions 401(k) Retirement Plan sits by total assets

Co-Op Solutions 401(k) Retirement Plan vs every filed plan by assets

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

$184,492,355 Top 6% higher than 94% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Co-Op Solutions 401(k) Retirement Plan reported net income rose from -$20M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Co-Op Solutions 401(k) Retirement Plan end-of-year assets rose from $152M in the plan year 2022 filing to $184M in the plan year 2023 filing.
Co-Op Solutions 401(k) Retirement Plan reported participants rose from 1,659 in the plan year 2022 filing to 1,953 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

California

Industry

Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Co-Op Solutions 401(k) Retirement Plan reports 1,953 participants - 3.1x that state average ($184M EOY assets).

California filing particulars

Total Assets (Beginning of Year)	$152M
Net Assets (End of Year)	$184M
Net Income	$33M
Employer EIN	953732627
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Cu Cooperative Systems, Inc.)

Total plan assets by year, all Cu Cooperative Systems, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,659	$152M
2023	1	1,953	$184M
2024	1	1,932	$214M

Nearby 401(k) Plans in California

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

Co-Op Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Co-Op Solutions 401(k) Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Co-Op Solutions 401(k) Retirement Plan by total assets, not by location.

First Bank 401(k) Plan (MO) $184M · 897
Argo Group US 401(k) Plan (TX) $185M · 961
Lawson Products, Inc. and Certain Affiliates Retirement Plan (IL) $184M · 1,544
Red Wing Shoe Company, Inc. 401(k) Profit Sharing Plan (MN) $185M · 2,047

Frequently Asked Questions

How did Co-Op Solutions 401(k) Retirement Plan assets move in 2023? ▼

Co-Op Solutions 401(k) Retirement Plan grew sharply - up 21.7% during 2023, from $152M to $184M. Reported net income was $33M.

How have Cu Cooperative Systems, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Cu Cooperative Systems, Inc.'s sponsor-wide assets grew 41.4%, from $152M to $214M.

Where does Co-Op Solutions 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼

Co-Op Solutions 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Co-Op Solutions 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is First Bank 401(k) Plan in MO ($184M, 897 participants).

Next read for Co-Op Solutions 401(k) Retirement Plan

Filing takeaways

Ways to act on Co-Op Solutions 401(k) Retirement Plan's numbers.

By total assets, Co-Op Solutions 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
Cu Cooperative Systems, Inc.'s sponsor-wide assets have grown 41.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 953732627.