401(k) · DOL Form 5500 · 2024
Keypoint Credit Union 401(k) Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 176
- Participants Small participant base
- 83rd
- Percentile by assets National rank
- $258,066
- Avg per participant Above avg balance/head
Official DOL plan name: Keypoint Credit Union 401(k) Profit Sharing Plan · Sponsored by Keypoint Credit Union · California · Finance & Insurance
$45M in assets, 176 participants
Keypoint Credit Union's Keypoint Credit Union 401(k) Profit Sharing Plan reported $45M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #6,302 in Finance & Insurance (8,549 peers)
Coverage in California
Keypoint Credit Union 401(k) Profit Sharing Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $45M.
- #6,302
- in Finance & Insurance (8,549 peers)
- +7.8%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Keypoint Credit Union 401(k) Profit Sharing Plan's outsized position by total assets
Keypoint Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$45,419,539 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Keypoint Credit Union 401(k) Profit Sharing 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. Keypoint Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (176 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Keypoint Credit Union 401(k) Profit Sharing Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Keypoint Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $42M in the plan year 2023 filing to $45M in the plan year 2024 filing.
- Keypoint Credit Union 401(k) Profit Sharing Plan reported participants fell from 180 in the plan year 2023 filing to 176 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 942600376 · Keypoint Credit Union PY 2024 · 401(k)
Keypoint Credit Union 401(k) Profit Sharing Plan · $45M · 176 · 83rd
- SCH $45M
- SCH 176
- SCH 83rd
- SCH 401(k)
- SCH near Rha 401(k) Profit Sharing Plan
- SCH ind #6302
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 →
Keypoint Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $3M |
| Employer EIN | 942600376 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keypoint Credit Union)
Sponsor-wide plan assets over time
All Keypoint Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $45M 29.833273461349325% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 181 | $35M |
| 2023 | 1 | 180 | $42M |
| 2024 | 1 | 176 | $45M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Keypoint Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Rha 401(k) Profit Sharing Plan in FL ($45M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
Similar participant headcount
Nearest other-state filings by covered participants (176 participants); asset peers above are excluded.
- Central Texas Refuse 401(k) Plan (TX) 176 · 0 off
- Jnko Management, Inc. 401(k) Plan (MI) 176 · 0 off
- Net100 401(k) Plan (VA) 176 · 0 off
- Life Tech Inc (NJ) 176 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.