401(k) · DOL Form 5500 · 2024

Schoolsfirst Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$440M
Total assets Above avg plan size
2,885
Participants Above avg headcount
97th
Percentile by assets National rank
$152,547
Avg per participant Above avg balance/head
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Official DOL plan name: Schoolsfirst Federal Credit Union 401(k) Retirement Plan · Sponsored by Schoolsfirst Federal Credit Union · California · Finance & Insurance

$440M in assets, 2,885 participants

Schoolsfirst Federal Credit Union's Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported $440M in total assets and 2,885 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,078 in Finance & Insurance (8,549 peers)

Coverage in California

Schoolsfirst Federal Credit Union 401(k) Retirement Plan covers 2,885 participants in California, 4.6x the typical California plan (state average ~630 per filing). Assets: $440M.

#8,078
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's outsized position by total assets

Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$440,098,501 Top 3% higher than 97% 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

Schoolsfirst Federal Credit Union 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Schoolsfirst Federal Credit Union 401(k) Retirement Plan lands in the large band (2,885 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schoolsfirst Federal Credit Union 401(k) Retirement Plan end-of-year assets rose from $373M in the plan year 2023 filing to $440M in the plan year 2024 filing.
  • Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported participants rose from 2,787 in the plan year 2023 filing to 2,885 in the plan year 2024 filing.
  • Schoolsfirst Federal Credit Union 401(k) Retirement Plan reported net income fell from $67M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951068595 · Schoolsfirst Federal Credit Union PY 2024 · 401(k)

Schoolsfirst Federal Credit Union 401(k) Retirement Plan · $440M · 2,885 · 97th

  • SCH $440M
  • EBSA 2,885
  • PART 97th
  • TYPE 401(k)
  • NET near Macallister Profit Sharing & Savings Plan
  • BOOK ind #8078

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 →

Schoolsfirst Federal Credit Union 401(k) Retirement Plan in the asset neighbourhood

Diageo North America, Inc. Savings PlanDiageo North America, Inc. S…$440MSchoolsfirst Federal Credit Union 401(k) Retirement PlanSchoolsfirst Federal Credit …$440MMacallister Profit Sharing & Savings PlanMacallister Profit Sharing &…$440MMountaire Corporation & Subsidiaries Retirement PlanMountaire Corporation & Subs…$440MShure Associates' 401(k) Savings and Profit Sharing PlanShure Associates' 401(k) Sav…$440M
End-of-year total assets ($M) among Schoolsfirst Federal Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$373M
Net Assets (End of Year)$440M
Net Income$67M
Employer EIN951068595
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Schoolsfirst Federal Credit Union)

Sponsor-wide plan assets over time

All Schoolsfirst Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$440M 43.57580622697863% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $307M $440M ▲ +43.6%
Year Plans Participants Total Assets
2022 1 2,613 $307M
2023 1 2,787 $373M
2024 1 2,885 $440M

Nearby 401(k) Plans in California

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

Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Schoolsfirst Federal Credit Union 401(k) Retirement Plan, Total assets ($B): 0.440098501 · Participants: 2885Schoolsfirst Federal Credit Union 401(k) Retirement 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
Schoolsfirst Federal Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Schoolsfirst Federal Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Macallister Profit Sharing & Savings Plan in IN ($440M); by covered participants it is Serta Simmons Bedding 401(k) Retirement Plan in GA (2,884 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,885 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 Schoolsfirst Federal Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Schoolsfirst Federal Credit Union 401(k) Retirement Plan grew sharply - up 17.9% during 2024, from $373M to $440M. Reported net income was $67M.
How have Schoolsfirst Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Schoolsfirst Federal Credit Union's sponsor-wide assets grew 43.6%, from $307M to $440M.
Where does Schoolsfirst Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Schoolsfirst Federal Credit Union 401(k) Retirement Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Macallister Profit Sharing & Savings Plan in IN ($440M, 2,188 participants).
Which 401(k) plans cover a similar participant headcount to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Serta Simmons Bedding 401(k) Retirement Plan in GA (2,884 participants, $276M 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 951068595.

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.