401(k) · DOL Form 5500 · 2024

1st United Credit Union 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
172
Participants Small participant base
81st
Percentile by assets National rank
$232,331
Avg per participant Above avg balance/head
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Official DOL plan name: 1st United Credit Union Profit Sharing and Savings Plan · Sponsored by 1st United Credit Union · California · Finance & Insurance

$40M in assets, 172 participants

1st United Credit Union's 1st United Credit Union Profit Sharing and Savings Plan reported $40M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,090 in Finance & Insurance (8,549 peers)

Coverage in California

1st United Credit Union Profit Sharing and Savings Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $40M.

#6,090
in Finance & Insurance (8,549 peers)
+17.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

1st United Credit Union Profit Sharing and Savings Plan's outsized position by total assets

1st United Credit Union Profit Sharing and Savings Plan vs every filed plan by assets

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

$39,960,987 Top 19% higher than 81% 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

1st United Credit Union Profit Sharing and Savings 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. 1st United Credit Union Profit Sharing and Savings Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 1st United Credit Union Profit Sharing and Savings Plan end-of-year assets rose from $34M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • 1st United Credit Union Profit Sharing and Savings Plan reported net income rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • 1st United Credit Union Profit Sharing and Savings Plan reported participants rose from 164 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 940335800 · 1st United Credit Union PY 2024 · 401(k)

1st United Credit Union Profit Sharing and Savings Plan · $40M · 172 · 81st

  • IND $40M
  • IND 172
  • IND 81st
  • IND 401(k)
  • IND near Bowen, Miclette & Britt Profit Sharing Plan
  • IND ind #6090

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 →

1st United Credit Union Profit Sharing and Savings Plan in the asset neighbourhood

Fenix Parts, Inc. 401(k) Retirement Savings PlanFenix Parts, Inc. 401(k) Ret…$40M1st United Credit Union Profit Sharing and Savings Plan1st United Credit Union Prof…$40MBowen, Miclette & Britt Profit Sharing PlanBowen, Miclette & Britt Prof…$40MTrader Interactive, LLC 401(k) PlanTrader Interactive, LLC 401(…$40MThe Midwest Trust Company Profit Sharing 401(k) PlanThe Midwest Trust Company Pr…$40M
End-of-year total assets ($M) among 1st United Credit Union Profit Sharing and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN940335800
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (1st United Credit Union)

Sponsor-wide plan assets over time

All 1st United Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 41.42383815453669% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $28.3M $40M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 166 $28M
2023 1 164 $34M
2024 1 172 $40M

Nearby 401(k) Plans in California

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

1st United Credit Union Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants 1st United Credit Union Profit Sharing and Savings Plan, Total assets ($B): 0.039960987 · Participants: 1721st United Credit Union Profit Sharing and Savings 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
1st United Credit Union Profit Sharing and Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare 1st United Credit Union Profit Sharing and Savings Plan side-by-side with 3 peers →

1st United Credit Union Profit Sharing and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bowen, Miclette & Britt Profit Sharing Plan in TX ($40M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 1st United Credit Union Profit Sharing and Savings Plan assets move in 2024? ▼
1st United Credit Union Profit Sharing and Savings Plan grew sharply - up 17.7% during 2024, from $34M to $40M. Reported net income was $6M.
How have 1st United Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), 1st United Credit Union's sponsor-wide assets grew 41.4%, from $28M to $40M.
Where does 1st United Credit Union Profit Sharing and Savings Plan rank by assets among Form 5500 filers? ▼
1st United Credit Union Profit Sharing and Savings Plan ranks in the 81st 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 1st United Credit Union Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bowen, Miclette & Britt Profit Sharing Plan in TX ($40M, 231 participants).
Which 401(k) plans cover a similar participant headcount to 1st United Credit Union Profit Sharing and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K 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 940335800.

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.