401(k) · DOL Form 5500 · 2024

American First Credit Union 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
132
Participants Small participant base
75th
Percentile by assets National rank
$201,426
Avg per participant Above avg balance/head
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Official DOL plan name: American First Credit Union 401(k) Plan · Sponsored by American First Credit Union · California · Finance & Insurance

$27M in assets, 132 participants

American First Credit Union's American First Credit Union 401(k) Plan reported $27M in total assets and 132 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,308 in Finance & Insurance (8,549 peers)

Coverage in California

American First Credit Union 401(k) Plan covers 132 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $27M.

#5,308
in Finance & Insurance (8,549 peers)
+15.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$26,588,208 Top 25% higher than 75% 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

American First 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. American First Credit Union 401(k) Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American First Credit Union 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • American First Credit Union 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • American First Credit Union 401(k) Plan reported participants fell from 134 in the plan year 2023 filing to 132 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 330358683 · American First Credit Union PY 2024 · 401(k)

American First Credit Union 401(k) Plan · $27M · 132 · 75th

  • BOOK $27M
  • VS-ST 132
  • BOY 75th
  • SCH 401(k)
  • EBSA near Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan
  • PART ind #5308

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 →

American First Credit Union 401(k) Plan in the asset neighbourhood

American First Credit Union 401(k) PlanAmerican First Credit Union …$27MAir-Conditioning, Heating and Refrigeration Institute 401(k) Retirement PlanAir-Conditioning, Heating an…$27MNagrastar 401(k) Savings and Retirement PlanNagrastar 401(k) Savings and…$27MBober, Markey, Fedorovich & Company Thrift/Incentive PlanBober, Markey, Fedorovich & …$27MInfinite Legacy, Inc. Retirement Savings PlanInfinite Legacy, Inc. Retire…$27M
End-of-year total assets ($M) among American First Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN330358683
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American First Credit Union)

Sponsor-wide plan assets over time

All American First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 35.17342231079161% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.7M $26.6M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 133 $20M
2023 1 134 $23M
2024 1 132 $27M

Nearby 401(k) Plans in California

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

American First 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 ($B) Participants American First Credit Union 401(k) Plan, Total assets ($B): 0.026588208 · Participants: 132American First 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
American First Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare American First Credit Union 401(k) Plan side-by-side with 3 peers →

American First 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 Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan in VA ($27M); by covered participants it is Oiwk 401(k) Profit Sharing Plan in KY (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 American First Credit Union 401(k) Plan assets move in 2024? ▼
American First Credit Union 401(k) Plan grew sharply - up 15.7% during 2024, from $23M to $27M. Reported net income was $4M.
How have American First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American First Credit Union's sponsor-wide assets grew 35.2%, from $20M to $27M.
Where does American First Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
American First Credit Union 401(k) Plan ranks in the 75th 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 American First Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air-Conditioning, Heating and Refrigeration Institute 401(k) Retirement Plan in VA ($27M, 99 participants).
Which 401(k) plans cover a similar participant headcount to American First Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oiwk 401(k) Profit Sharing Plan in KY (132 participants, N/A 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 330358683.

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.