401(k) · DOL Form 5500 · 2023

Altura Credit Union 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
457
Participants Below avg headcount
81st
Percentile by assets National rank
$75,948
Avg per participant Below avg balance/head
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Official DOL plan name: Altura Credit Union 401(k) Plan and Trust · Sponsored by Altura Credit Union · California · Finance & Insurance

$35M in assets, 457 participants

Altura Credit Union's Altura Credit Union 401(k) Plan and Trust reported $35M in total assets and 457 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,325 in Finance & Insurance (8,869 peers)

Where Altura Credit Union 401(k) Plan and Trust sits by assets

Altura Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $35M for 457 participants (~$75,948/participant), up 27.3% in 2023.

#6,325
in Finance & Insurance (8,869 peers)
+27.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Altura Credit Union 401(k) Plan and Trust's outsized position by total assets

Altura Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$34,708,251 Top 19% higher than 81% 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

Altura Credit Union 401(k) Plan and Trust 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. Altura Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Altura Credit Union 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Altura Credit Union 401(k) Plan and Trust end-of-year assets rose from $27M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Altura Credit Union 401(k) Plan and Trust reported participants rose from 443 in the plan year 2022 filing to 457 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 952023588 · Altura Credit Union PY 2023 · 401(k)

Altura Credit Union 401(k) Plan and Trust · $35M · 457 · 81st

  • IND $35M
  • IND 457
  • IND 81st
  • IND 401(k)
  • IND near Alfred Williams & Company 401(k) Plan
  • IND ind #6325

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 →

Altura Credit Union 401(k) Plan and Trust in the asset neighbourhood

Altura Credit Union 401(k) Plan and TrustAltura Credit Union 401(k) P…$35MAlfred Williams & Company 401(k) PlanAlfred Williams & Company 40…$35MDiy Media Group Retirement PlanDiy Media Group Retirement P…$35MMorris Multimedia, Inc. Profit Sharing PlanMorris Multimedia, Inc. Prof…$35MPublic Policy Holding Company, Inc. 401(k) PlanPublic Policy Holding Compan…$35M
End-of-year total assets ($M) among Altura Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$35M
Net Income$7M
Employer EIN952023588
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altura Credit Union)

Sponsor-wide plan assets over time

All Altura Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$41M 49.95707560415455% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $27.3M $40.9M ▲ +50.0%
Year Plans Participants Total Assets
2022 1 443 $27M
2023 1 457 $35M
2024 1 474 $41M

Nearby 401(k) Plans in California

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

Altura Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Altura Credit Union 401(k) Plan and Trust, Total assets ($B): 0.034708251 · Participants: 457Altura Credit Union 401(k) Plan and TrustWells 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
Altura Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Altura Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Alfred Williams & Company 401(k) Plan in NC ($35M); by covered participants it is Tol 401(k) Retirement Plan in TX (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Altura Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Altura Credit Union 401(k) Plan and Trust grew sharply - up 27.3% during 2023, from $27M to $35M. Reported net income was $7M.
How have Altura Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altura Credit Union's sponsor-wide assets grew 50.0%, from $27M to $41M.
Where does Altura Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Altura Credit Union 401(k) Plan and Trust ranks in the 81st 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 Altura Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alfred Williams & Company 401(k) Plan in NC ($35M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Altura Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Tol 401(k) Retirement Plan in TX (457 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 952023588.

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.