401(k) · DOL Form 5500 · 2023

Southland Credit Union 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
152
Participants Small participant base
74th
Percentile by assets National rank
$145,671
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southland Credit Union 401(k) Plan and Trust · Sponsored by Southland Credit Union · California · Finance & Insurance

$22M in assets, 152 participants

Southland Credit Union's Southland Credit Union 401(k) Plan and Trust reported $22M in total assets and 152 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,461 in Finance & Insurance (8,869 peers)

Coverage in California

Southland Credit Union 401(k) Plan and Trust covers 152 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $22M.

#5,461
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY

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

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

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

$22,141,927 Top 26% higher than 74% 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

Southland 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. Southland Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (152 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southland Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Southland Credit Union 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Southland Credit Union 401(k) Plan and Trust reported participants rose from 148 in the plan year 2022 filing to 152 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951585409 · Southland Credit Union PY 2023 · 401(k)

Southland Credit Union 401(k) Plan and Trust · $22M · 152 · 74th

  • IND $22M
  • IND 152
  • IND 74th
  • IND 401(k)
  • IND near Dmjps PLLC 401(k) Profit Sharing Plan
  • IND ind #5461

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 →

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

Southland Credit Union 401(k) Plan and TrustSouthland Credit Union 401(k…$22MDmjps PLLC 401(k) Profit Sharing PlanDmjps PLLC 401(k) Profit Sha…$22MImagine One, Ltd. 401(k) & Profit Sharing PlanImagine One, Ltd. 401(k) & P…$22MChristian & Small 401(k) Profit Sharing PlanChristian & Small 401(k) Pro…$22MPet Supermarket 401(k) Plan$22M
End-of-year total assets ($M) among Southland Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN951585409
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southland Credit Union)

Sponsor-wide plan assets over time

All Southland Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.231250348182634% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $25.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 148 $18M
2023 1 152 $22M
2024 1 151 $26M

Nearby 401(k) Plans in California

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

Southland 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 ($B) Participants Southland Credit Union 401(k) Plan and Trust, Total assets ($B): 0.022141927 · Participants: 152Southland 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
Southland Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Southland Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Southland 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 Dmjps PLLC 401(k) Profit Sharing Plan in NC ($22M); by covered participants it is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (152 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 Southland Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Southland Credit Union 401(k) Plan and Trust grew sharply - up 21.5% during 2023, from $18M to $22M. Reported net income was $4M.
How have Southland Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southland Credit Union's sponsor-wide assets grew 42.2%, from $18M to $26M.
Which 401(k) plans are similar in size to Southland Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Dmjps PLLC 401(k) Profit Sharing Plan in NC ($22M, 143 participants).
Which 401(k) plans cover a similar participant headcount to Southland Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Rapid Financial Services, LLC 401(k) Retirement Plan in MD (152 participants, $8M 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 951585409.

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.