401(k) · DOL Form 5500 · 2024

California Credit Union 401(k) Plan

Data updated 2026-08-25

$111M
Total assets Near avg plan size
513
Participants Below avg headcount
91st
Percentile by assets National rank
$216,930
Avg per participant Above avg balance/head
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Official DOL plan name: California Credit Union 401(k) Plan · Sponsored by California Credit Union · California · Finance & Insurance

$111M in assets, 513 participants

California Credit Union's California Credit Union 401(k) Plan reported $111M in total assets and 513 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,375 in Finance & Insurance (8,549 peers)

Where California Credit Union 401(k) Plan sits by assets

California Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $111M for 513 participants (~$216,930/participant), up 12.9% in 2024.

#7,375
in Finance & Insurance (8,549 peers)
+12.9%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$111,285,084 Top 9% higher than 91% of 123,620 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 2024

California Credit Union 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. California Credit Union 401(k) Plan sits mid-pack in the medium band (513 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • California Credit Union 401(k) Plan end-of-year assets rose from $99M in the plan year 2023 filing to $111M in the plan year 2024 filing.
  • California Credit Union 401(k) Plan reported net income fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • California Credit Union 401(k) Plan reported participants fell from 542 in the plan year 2023 filing to 513 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 950951410 · California Credit Union PY 2024 · 401(k)

California Credit Union 401(k) Plan · $111M · 513 · 91st

  • 5500 $111M
  • 5500 513
  • 5500 91st
  • 5500 401(k)
  • 5500 near Firstbank 401(k) Savings Plan & Trust
  • 5500 ind #7375

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 →

California Credit Union 401(k) Plan in the asset neighbourhood

Hirschler Fleischer, a Professional Corporation Retirement PlanHirschler Fleischer, a Profe…$111MCalifornia Credit Union 401(k) PlanCalifornia Credit Union 401(…$111MFirstbank 401(k) Savings Plan & TrustFirstbank 401(k) Savings Pla…$111MThe Woodbridge Group Retirement Savings PlanThe Woodbridge Group Retirem…$111MHd Fowler Company Profit Sharing and Salary Deferral PlanHd Fowler Company Profit Sha…$111M
End-of-year total assets ($M) among California Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$111M
Net Income$13M
Employer EIN950951410
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (California Credit Union)

Sponsor-wide plan assets over time

All California Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$111M 32.09545948893429% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $84.3M $111M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 536 $84M
2023 2 608 $99M
2024 1 513 $111M

Nearby 401(k) Plans in California

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

California Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants California Credit Union 401(k) Plan, Total assets ($B): 0.111285084 · Participants: 513California Credit Union 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
California Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare California Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Firstbank 401(k) Savings Plan & Trust in TN ($111M); by covered participants it is Earl W. Colvard, Inc. Savings Plan in FL (513 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (513 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did California Credit Union 401(k) Plan assets move in 2024? ▼
California Credit Union 401(k) Plan grew at a solid clip - up 12.9% during 2024, from $99M to $111M. Reported net income was $13M.
How have California Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), California Credit Union's sponsor-wide assets grew 32.1%, from $84M to $111M.
Where does California Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
California Credit Union 401(k) Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to California Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Firstbank 401(k) Savings Plan & Trust in TN ($111M, 1,435 participants).
Which 401(k) plans cover a similar participant headcount to California Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Earl W. Colvard, Inc. Savings Plan in FL (513 participants, $23M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 950951410.

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.