401(k) · DOL Form 5500 · 2024

Cu Direct Corporation 401(k) Plan

Data updated 2026-08-25

$116M
Total assets Near avg plan size
637
Participants Below avg headcount
91st
Percentile by assets National rank
$182,642
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cu Direct Corporation Capital Accumulation Plan · Sponsored by Cu Direct Corporation · California · Information & Media

$116M in assets, 637 participants

Cu Direct Corporation's Cu Direct Corporation Capital Accumulation Plan reported $116M in total assets and 637 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.

  • #2,476 in Information & Media (2,822 peers)

Where Cu Direct Corporation Capital Accumulation Plan sits by assets

Cu Direct Corporation Capital Accumulation Plan sits in the top 10% of all filed plans by assets, $116M for 637 participants (~$182,642/participant), up 15.3% in 2024.

#2,476
in Information & Media (2,822 peers)
+15.3%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Cu Direct Corporation Capital Accumulation Plan's outsized position by total assets

Cu Direct Corporation Capital Accumulation Plan vs every filed plan by assets

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

$116,343,001 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

Cu Direct Corporation Capital Accumulation 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. Cu Direct Corporation Capital Accumulation Plan sits mid-pack in the medium band (637 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Cu Direct Corporation Capital Accumulation Plan reported net income fell from $19M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Cu Direct Corporation Capital Accumulation Plan end-of-year assets rose from $101M in the plan year 2023 filing to $116M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 954512320 · Cu Direct Corporation PY 2024 · 401(k)

Cu Direct Corporation Capital Accumulation Plan · $116M · 637 · 91st

  • TYPE $116M
  • NET 637
  • BOOK 91st
  • VS-ST 401(k)
  • BOY near Crete Mechanical Group, Inc. 401(k) Plan
  • SCH ind #2476

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 Information & Media retirement plans → · Plans in California →

Cu Direct Corporation Capital Accumulation Plan in the asset neighbourhood

Shulman Rogers, P.a. Retirement PlanShulman Rogers, P.a. Retirem…$116MCrete Mechanical Group, Inc. 401(k) PlanCrete Mechanical Group, Inc.…$116MCu Direct Corporation Capital Accumulation PlanCu Direct Corporation Capita…$116MCba Retirement Savings Plan$116MJohn Hancock Savings and Investment PlanJohn Hancock Savings and Inv…$116M
End-of-year total assets ($M) among Cu Direct Corporation Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$116M
Net Income$15M
Employer EIN954512320
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cu Direct Corporation)

Sponsor-wide plan assets over time

All Cu Direct Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$116M 42.11202707255896% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $81.9M $116M ▲ +42.1%
Year Plans Participants Total Assets
2022 1 575 $82M
2023 1 641 $101M
2024 1 637 $116M

Nearby 401(k) Plans in California

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

Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Cu Direct Corporation Capital Accumulation Plan, Total assets ($B): 0.116343001 · Participants: 637Cu Direct Corporation Capital Accumulation 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
Cu Direct Corporation Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Cu Direct Corporation Capital Accumulation Plan side-by-side with 3 peers →

Cu Direct Corporation Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Crete Mechanical Group, Inc. 401(k) Plan in NC ($116M); by covered participants it is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($116M here).

Similar participant headcount

Nearest other-state filings by covered participants (637 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 Cu Direct Corporation Capital Accumulation Plan assets move in 2024? ▼
Cu Direct Corporation Capital Accumulation Plan grew sharply - up 15.3% during 2024, from $101M to $116M. Reported net income was $15M.
How have Cu Direct Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cu Direct Corporation's sponsor-wide assets grew 42.1%, from $82M to $116M.
Where does Cu Direct Corporation Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Cu Direct Corporation Capital Accumulation 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 Cu Direct Corporation Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crete Mechanical Group, Inc. 401(k) Plan in NC ($116M, 1,589 participants).
Which 401(k) plans cover a similar participant headcount to Cu Direct Corporation Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metrolina Greenhouses, Inc. Profit Sharing Plan in NC (637 participants, $73M 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 954512320.

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.