401(k) · DOL Form 5500 · 2023

Patelco Credit Union 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
846
Participants Near avg headcount
92nd
Percentile by assets National rank
$126,684
Avg per participant Near avg balance/head
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Official DOL plan name: Patelco Credit Union Employees 401(k) Plan · Sponsored by Patelco Credit Union · California · Finance & Insurance

$107M in assets, 846 participants

Patelco Credit Union's Patelco Credit Union Employees 401(k) Plan reported $107M in total assets and 846 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,748 in Finance & Insurance (8,869 peers)

Where Patelco Credit Union Employees 401(k) Plan sits by assets

Patelco Credit Union Employees 401(k) Plan sits in the top 10% of all filed plans by assets, $107M for 846 participants (~$126,684/participant), up 22.5% in 2023.

#7,748
in Finance & Insurance (8,869 peers)
+22.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Patelco Credit Union Employees 401(k) Plan's outsized position by total assets

Patelco Credit Union Employees 401(k) Plan vs every filed plan by assets

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

$107,174,755 Top 8% higher than 92% 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

Patelco Credit Union Employees 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. Patelco Credit Union Employees 401(k) Plan sits mid-pack in the medium band (846 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patelco Credit Union Employees 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Patelco Credit Union Employees 401(k) Plan end-of-year assets rose from $88M in the plan year 2022 filing to $107M in the plan year 2023 filing.
  • Patelco Credit Union Employees 401(k) Plan reported participants rose from 764 in the plan year 2022 filing to 846 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 940755684 · Patelco Credit Union PY 2023 · 401(k)

Patelco Credit Union Employees 401(k) Plan · $107M · 846 · 92nd

  • BOOK $107M
  • VS-ST 846
  • BOY 92nd
  • SCH 401(k)
  • EBSA near Braun Corporation Profit Sharing and 401(k) Plan
  • PART ind #7748

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 →

Patelco Credit Union Employees 401(k) Plan in the asset neighbourhood

Calibre Systems, Inc. Profit Sharing PlanCalibre Systems, Inc. Profit…$107MBraun Corporation Profit Sharing and 401(k) PlanBraun Corporation Profit Sha…$107MHeritage-Crystal Clean, LLC Retirement Savgs PlanHeritage-Crystal Clean, LLC …$107MPatelco Credit Union Employees 401(k) PlanPatelco Credit Union Employe…$107MMunson 401(k) Plan$107M
End-of-year total assets ($M) among Patelco Credit Union Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$107M
Net Income$20M
Employer EIN940755684
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patelco Credit Union)

Sponsor-wide plan assets over time

All Patelco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$128M 17.044543576342555% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $154M $128M ▼ -17.0%
Year Plans Participants Total Assets
2022 2 926 $154M
2023 2 989 $179M
2024 1 861 $128M

Nearby 401(k) Plans in California

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

Patelco Credit Union Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Patelco Credit Union Employees 401(k) Plan, Total assets ($B): 0.107174755 · Participants: 846Patelco Credit Union Employees 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
Patelco Credit Union Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Patelco Credit Union Employees 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Braun Corporation Profit Sharing and 401(k) Plan in IN ($107M); by covered participants it is Amli Residential Properties 401(k) Plan in IL (846 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($107M here).

Similar participant headcount

Nearest other-state filings by covered participants (846 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 Patelco Credit Union Employees 401(k) Plan assets move in 2023? ▼
Patelco Credit Union Employees 401(k) Plan grew sharply - up 22.5% during 2023, from $88M to $107M. Reported net income was $20M.
How have Patelco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patelco Credit Union's sponsor-wide assets declined 17.0%, from $154M to $128M.
Where does Patelco Credit Union Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Patelco Credit Union Employees 401(k) Plan ranks in the 92nd 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 Patelco Credit Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Braun Corporation Profit Sharing and 401(k) Plan in IN ($107M, 1,567 participants).
Which 401(k) plans cover a similar participant headcount to Patelco Credit Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Amli Residential Properties 401(k) Plan in IL (846 participants, $67M 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 940755684.

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.