401(k) · DOL Form 5500 · 2023

Cbc Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
137
Participants Small participant base
52nd
Percentile by assets National rank
$53,461
Avg per participant Low balance/head
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Official DOL plan name: Cbc Federal Credit Union 401-K Profit Sharing Plan · Sponsored by Cbc Federal Credit Union · California · Finance & Insurance

$7M in assets, 137 participants

Cbc Federal Credit Union's Cbc Federal Credit Union 401-K Profit Sharing Plan reported $7M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,309 in Finance & Insurance (8,869 peers)

Coverage in California

Cbc Federal Credit Union 401-K Profit Sharing Plan covers 137 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $7M.

#3,309
in Finance & Insurance (8,869 peers)
+21.5%
assets growth YoY

Cbc Federal Credit Union 401-K Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Cbc Federal Credit Union 401-K Profit Sharing Plan vs every filed plan by assets

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

$7,324,209 Top 48% higher than 52% 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

Cbc Federal Credit Union 401-K 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. Cbc Federal Credit Union 401-K Profit Sharing Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Cbc Federal Credit Union 401-K Profit Sharing Plan reported net income rose from -$960K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Cbc Federal Credit Union 401-K Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Cbc Federal Credit Union 401-K Profit Sharing Plan reported participants rose from 114 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 951767367 · Cbc Federal Credit Union PY 2023 · 401(k)

Cbc Federal Credit Union 401-K Profit Sharing Plan · $7M · 137 · 52nd

  • SCH $7M
  • SCH 137
  • SCH 52nd
  • SCH 401(k)
  • SCH near First Exchange Bank 401(k) Employee Stock Ownership Plan
  • SCH ind #3309

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 →

Cbc Federal Credit Union 401-K Profit Sharing Plan in the asset neighbourhood

Cbc Federal Credit Union 401-K Profit Sharing PlanCbc Federal Credit Union 401…$7MFirst Exchange Bank 401(k) Employee Stock Ownership PlanFirst Exchange Bank 401(k) E…$7MDefense Contracting, Inc. Retirement TrustDefense Contracting, Inc. Re…$7MMetro Decor LLC 401(k) Plan$7MAeg Union Holding Company 401(k) PlanAeg Union Holding Company 40…$7M
End-of-year total assets ($M) among Cbc Federal Credit Union 401-K Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN951767367
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cbc Federal Credit Union)

Sponsor-wide plan assets over time

All Cbc Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 42.93254870166236% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $6.03M $8.61M ▲ +42.8%
Year Plans Participants Total Assets
2022 1 114 $6M
2023 1 137 $7M
2024 1 128 $9M

Nearby 401(k) Plans in California

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

Cbc Federal Credit Union 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Cbc Federal Credit Union 401-K Profit Sharing Plan, Total assets ($B): 0.007324209 · Participants: 137Cbc Federal Credit Union 401-K 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
Cbc Federal Credit Union 401-K Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cbc Federal Credit Union 401-K Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is First Exchange Bank 401(k) Employee Stock Ownership Plan in WV ($7M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Cbc Federal Credit Union 401-K Profit Sharing Plan assets move in 2023? ▼
Cbc Federal Credit Union 401-K Profit Sharing Plan grew sharply - up 21.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Cbc Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cbc Federal Credit Union's sponsor-wide assets grew 42.9%, from $6M to $9M.
Which 401(k) plans are similar in size to Cbc Federal Credit Union 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Exchange Bank 401(k) Employee Stock Ownership Plan in WV ($7M, 49 participants).
Which 401(k) plans cover a similar participant headcount to Cbc Federal Credit Union 401-K Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 951767367.

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.