401(k) · DOL Form 5500 · 2024

Excite Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
115
Participants Small participant base
68th
Percentile by assets National rank
$158,770
Avg per participant Above avg balance/head
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Official DOL plan name: Excite Credit Union 401(k) Retirement Savings Plan · Sponsored by Excite Credit Union · California · Finance & Insurance

$18M in assets, 115 participants

Excite Credit Union's Excite Credit Union 401(k) Retirement Savings Plan reported $18M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,517 in Finance & Insurance (8,549 peers)

Coverage in California

Excite Credit Union 401(k) Retirement Savings Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $18M.

#4,517
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY

Excite Credit Union 401(k) Retirement Savings Plan's outsized position by total assets

Excite Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$18,258,605 Top 32% higher than 68% 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

Excite Credit Union 401(k) Retirement 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. Excite Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Excite Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Excite Credit Union 401(k) Retirement Savings Plan reported participants fell from 122 in the plan year 2023 filing to 115 in the plan year 2024 filing.
  • Excite Credit Union 401(k) Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941243656 · Excite Credit Union PY 2024 · 401(k)

Excite Credit Union 401(k) Retirement Savings Plan · $18M · 115 · 68th

  • VS-ST $18M
  • BOY 115
  • SCH 68th
  • EBSA 401(k)
  • PART near Fresh Encounter, Inc.401(k) Plan
  • TYPE ind #4517

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 →

Excite Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Excite Credit Union 401(k) Retirement Savings PlanExcite Credit Union 401(k) R…$18MFresh Encounter, Inc.401(k) PlanFresh Encounter, Inc.401(k) …$18MSyner-G Biopharma Group LLC 401(k) PlanSyner-G Biopharma Group LLC …$18MSterling Management, Ltd. 401(k) PlanSterling Management, Ltd. 40…$18MEos of North America, Inc. 401(k) Profit Sharing PlanEos of North America, Inc. 4…$18M
End-of-year total assets ($M) among Excite Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN941243656
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Excite Credit Union)

Sponsor-wide plan assets over time

All Excite Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 31.92536442289226% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.8M $18.3M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 117 $14M
2023 1 122 $16M
2024 1 115 $18M

Nearby 401(k) Plans in California

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

Excite Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Excite Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.018258605 · Participants: 115Excite Credit Union 401(k) Retirement 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
Excite Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Excite Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Excite Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Fresh Encounter, Inc.401(k) Plan in OH ($18M); by covered participants it is Atlantic Engineering Laboratories, Inc. 401(k) Plan in NJ (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Excite Credit Union 401(k) Retirement Savings Plan assets move in 2024? ▼
Excite Credit Union 401(k) Retirement Savings Plan grew at a solid clip - up 14.2% during 2024, from $16M to $18M. Reported net income was $2M.
How have Excite Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Excite Credit Union's sponsor-wide assets grew 31.9%, from $14M to $18M.
Which 401(k) plans are similar in size to Excite Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fresh Encounter, Inc.401(k) Plan in OH ($18M, 1,115 participants).
Which 401(k) plans cover a similar participant headcount to Excite Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Engineering Laboratories, Inc. 401(k) Plan in NJ (115 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 941243656.

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.