401(k) · DOL Form 5500 · 2024

Educational Employees Credit Union 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
554
Participants Below avg headcount
90th
Percentile by assets National rank
$164,742
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Educational Employees Credit Union 401(k) Plan · Sponsored by Educational Employees Credit Union · California · Finance & Insurance

$91M in assets, 554 participants

Educational Employees Credit Union's Educational Employees Credit Union 401(k) Plan reported $91M in total assets and 554 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,190 in Finance & Insurance (8,549 peers)

Where Educational Employees Credit Union 401(k) Plan sits by assets

Educational Employees Credit Union 401(k) Plan sits in the top 10% of all filed plans by assets, $91M for 554 participants (~$164,742/participant), up 9.8% in 2024.

#7,190
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$91,267,000 Top 10% higher than 90% 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

Educational Employees 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. Educational Employees Credit Union 401(k) Plan sits mid-pack in the medium band (554 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Educational Employees Credit Union 401(k) Plan reported net income fell from $13M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Educational Employees Credit Union 401(k) Plan end-of-year assets rose from $83M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Educational Employees Credit Union 401(k) Plan reported participants rose from 525 in the plan year 2023 filing to 554 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 941031345 · Educational Employees Credit Union PY 2024 · 401(k)

Educational Employees Credit Union 401(k) Plan · $91M · 554 · 90th

  • PCT $91M
  • PCT 554
  • PCT 90th
  • PCT 401(k)
  • PCT near United Digestive 401(k) Plan
  • PCT ind #7190

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 →

Educational Employees Credit Union 401(k) Plan in the asset neighbourhood

Michigan Sugar Company 401(k) Savings PlanMichigan Sugar Company 401(k…$91MEducational Employees Credit Union 401(k) PlanEducational Employees Credit…$91MUnited Digestive 401(k) Plan$91MUrology Healthcare Group, Inc. 401(k)/Profit Sharing PlanUrology Healthcare Group, In…$91MGrand River Medical Group Retirement PlanGrand River Medical Group Re…$91M
End-of-year total assets ($M) among Educational Employees 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)$83M
Net Assets (End of Year)$91M
Net Income$8M
Employer EIN941031345
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Employees Credit Union)

Sponsor-wide plan assets over time

All Educational Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$91M 29.3961269744528% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $70.5M $91.3M ▲ +29.4%
Year Plans Participants Total Assets
2022 1 521 $71M
2023 1 525 $83M
2024 1 554 $91M

Nearby 401(k) Plans in California

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

Educational Employees 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 ($B) Participants Educational Employees Credit Union 401(k) Plan, Total assets ($B): 0.091267 · Participants: 554Educational Employees 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
Educational Employees Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Educational Employees Credit Union 401(k) Plan side-by-side with 3 peers →

Educational Employees 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 United Digestive 401(k) Plan in GA ($91M); by covered participants it is Wellhaven Pet Health 401(k) Plan in WA (554 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (554 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 Educational Employees Credit Union 401(k) Plan assets move in 2024? ▼
Educational Employees Credit Union 401(k) Plan grew at a solid clip - up 9.8% during 2024, from $83M to $91M. Reported net income was $8M.
How have Educational Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Employees Credit Union's sponsor-wide assets grew 29.4%, from $71M to $91M.
Where does Educational Employees Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Educational Employees Credit Union 401(k) Plan ranks in the 90th 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 Educational Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Digestive 401(k) Plan in GA ($91M, 1,358 participants).
Which 401(k) plans cover a similar participant headcount to Educational Employees Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wellhaven Pet Health 401(k) Plan in WA (554 participants, $6M 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 941031345.

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.