401(k) · DOL Form 5500 · 2024

Adelfi Credit Union 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
94
Participants Small participant base
76th
Percentile by assets National rank
$297,757
Avg per participant High balance/head
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Official DOL plan name: Adelfi Cu 401(k) Plan · Sponsored by Adelfi Credit Union · California · Finance & Insurance

$28M in assets, 94 participants

Adelfi Credit Union's Adelfi Cu 401(k) Plan reported $28M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,408 in Finance & Insurance (8,549 peers)

Where Adelfi Cu 401(k) Plan sits by assets

Adelfi Cu 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 94 participants (~$297,757/participant), up 2.1% in 2024.

#5,408
in Finance & Insurance (8,549 peers)
+2.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Adelfi Cu 401(k) Plan's outsized position by total assets

Adelfi Cu 401(k) Plan vs every filed plan by assets

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

$27,989,180 Top 24% higher than 76% 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

Adelfi Cu 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Adelfi Cu 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adelfi Cu 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $579K in the plan year 2024 filing.
  • Adelfi Cu 401(k) Plan reported participants fell from 101 in the plan year 2023 filing to 94 in the plan year 2024 filing.
  • Adelfi Cu 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 956111723 · Adelfi Credit Union PY 2024 · 401(k)

Adelfi Cu 401(k) Plan · $28M · 94 · 76th

  • PCT $28M
  • PCT 94
  • PCT 76th
  • PCT 401(k)
  • PCT near Electrical Workers Local 242 401(k) Plan
  • PCT ind #5408

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 →

Adelfi Cu 401(k) Plan in the asset neighbourhood

Adelfi Cu 401(k) Plan$28MElectrical Workers Local 242 401(k) PlanElectrical Workers Local 242…$28MPentagram Design, Inc. 401(k) Profit Sharing PlanPentagram Design, Inc. 401(k…$28MWhitman Breed Abbott & Morgan LLC 401(k) PlanWhitman Breed Abbott & Morga…$28MUltratec, Inc. 401(k) Plan$28M
End-of-year total assets ($M) among Adelfi Cu 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)$27M
Net Assets (End of Year)$28M
Net Income$579K
Employer EIN956111723
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Adelfi Credit Union)

Sponsor-wide plan assets over time

All Adelfi Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$28M 13.25314689298753% vs 2022
2024 filing year
$24M$25M$26M$27M$28M$29M 202220232024 $24.7M $28M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 98 $25M
2023 1 101 $27M
2024 1 94 $28M

Nearby 401(k) Plans in California

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

Adelfi Cu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Adelfi Cu 401(k) Plan, Total assets ($B): 0.02798918 · Participants: 94Adelfi Cu 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
Adelfi Cu 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Adelfi Cu 401(k) Plan side-by-side with 3 peers →

Adelfi Cu 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Electrical Workers Local 242 401(k) Plan in MN ($28M); by covered participants it is Premier Forge Group Retirment Plan in IN (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Adelfi Cu 401(k) Plan assets move in 2024? ▼
Adelfi Cu 401(k) Plan edged up modestly - up 2.1% during 2024, from $27M to $28M. Reported net income was $579K.
How have Adelfi Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adelfi Credit Union's sponsor-wide assets grew 13.3%, from $25M to $28M.
Where does Adelfi Cu 401(k) Plan rank by assets among Form 5500 filers? ▼
Adelfi Cu 401(k) Plan ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Adelfi Cu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Electrical Workers Local 242 401(k) Plan in MN ($28M, 512 participants).
Which 401(k) plans cover a similar participant headcount to Adelfi Cu 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Premier Forge Group Retirment Plan in IN (94 participants, $3M 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 956111723.

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.