401(k) · DOL Form 5500 · 2023

Kinecta Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$126M
Total assets Near avg plan size
879
Participants Near avg headcount
93rd
Percentile by assets National rank
$143,262
Avg per participant Near avg balance/head
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Official DOL plan name: Kinecta Federal Credit Union 401(k) and Profit Sharing Plan · Sponsored by Kinecta Federal Credit Union · California · Finance & Insurance

$126M in assets, 879 participants

Kinecta Federal Credit Union's Kinecta Federal Credit Union 401(k) and Profit Sharing Plan reported $126M in total assets and 879 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,861 in Finance & Insurance (8,869 peers)

Where Kinecta Federal Credit Union 401(k) and Profit Sharing Plan sits by assets

Kinecta Federal Credit Union 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $126M for 879 participants (~$143,262/participant), up 18.0% in 2023.

#7,861
in Finance & Insurance (8,869 peers)
+18.0%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Kinecta Federal Credit Union 401(k) and Profit Sharing Plan's outsized position by total assets

Kinecta Federal Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$125,927,090 Top 7% higher than 93% 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

Kinecta Federal Credit Union 401(k) and 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. Kinecta Federal Credit Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (879 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kinecta Federal Credit Union 401(k) and Profit Sharing Plan reported net income rose from -$26M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Kinecta Federal Credit Union 401(k) and Profit Sharing Plan end-of-year assets rose from $107M in the plan year 2022 filing to $126M in the plan year 2023 filing.
  • Kinecta Federal Credit Union 401(k) and Profit Sharing Plan reported participants fell from 890 in the plan year 2022 filing to 879 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 956038909 · Kinecta Federal Credit Union PY 2023 · 401(k)

Kinecta Federal Credit Union 401(k) and Profit Sharing Plan · $126M · 879 · 93rd

  • IND $126M
  • IND 879
  • IND 93rd
  • IND 401(k)
  • IND near Parr Brown Profit Sharing Plan
  • IND ind #7861

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 →

Kinecta Federal Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood

Oil-Dri Corporation of America 401(k) Retirement Savings PlanOil-Dri Corporation of Ameri…$126MSba Network Services, LLC 401(k) Profit Sharing PlanSba Network Services, LLC 40…$126MParr Brown Profit Sharing PlanParr Brown Profit Sharing Pl…$126MKinecta Federal Credit Union 401(k) and Profit Sharing PlanKinecta Federal Credit Union…$126MDeborah Heart and Lung Center 401(k) PlanDeborah Heart and Lung Cente…$126M
End-of-year total assets ($M) among Kinecta Federal Credit Union 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$126M
Net Income$20M
Employer EIN956038909
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kinecta Federal Credit Union)

Sponsor-wide plan assets over time

All Kinecta Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$136M 27.515691737529487% vs 2022
2024 filing year
$100M$110M$120M$130M$140M 202220232024 $107M $136M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 890 $107M
2023 1 879 $126M
2024 1 827 $136M

Nearby 401(k) Plans in California

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

Kinecta Federal Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Kinecta Federal Credit Union 401(k) and Profit Sharing Plan, Total assets ($B): 0.12592709 · Participants: 879Kinecta Federal Credit Union 401(k) and 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
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Kinecta Federal Credit Union 401(k) and Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Parr Brown Profit Sharing Plan in UT ($126M); by covered participants it is The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in CT (879 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (879 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 Kinecta Federal Credit Union 401(k) and Profit Sharing Plan assets move in 2023? ▼
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan grew sharply - up 18.0% during 2023, from $107M to $126M. Reported net income was $20M.
How have Kinecta Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kinecta Federal Credit Union's sponsor-wide assets grew 27.5%, from $107M to $136M.
Where does Kinecta Federal Credit Union 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan ranks in the 93rd 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 Kinecta Federal Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parr Brown Profit Sharing Plan in UT ($126M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Kinecta Federal Credit Union 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Knights of Columbus Tax Savings Investment Plan for U.S. Agents in CT (879 participants, $40M 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 956038909.

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.