401(k) · DOL Form 5500 · 2024
Schoolsfirst Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $440M
- Total assets
- 2,885
- Participants
- 97th
- Percentile by assets
- $152,547
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $440M
- total plan assets (2024 EOY)
- 2,885
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $152,547
- avg assets per participant
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.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Schoolsfirst Federal Credit Union 401(k) Retirement Plan reports 2,885 participants - 4.6x that state average ($440M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $373M |
|---|---|
| Net Assets (End of Year) | $440M |
| Net Income | $67M |
| Employer EIN | 951068595 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Schoolsfirst Federal Credit Union)
| 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
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Schoolsfirst Federal Credit Union 401(k) Retirement Plan by total assets, not by location.
- Macallister Profit Sharing & Savings Plan (IN) $440M · 2,188
- Mountaire Corporation & Subsidiaries Retirement Plan (AR) $440M · 8,434
- Diageo North America, Inc. Savings Plan (NY) $440M · 1,830
- Shure Associates' 401(k) Savings and Profit Sharing Plan (IL) $440M · 1,096
Frequently Asked Questions
How did Schoolsfirst Federal Credit Union 401(k) Retirement Plan assets move in 2024? ▼
How have Schoolsfirst Federal Credit Union plan assets changed over time? ▼
Where does Schoolsfirst Federal Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Schoolsfirst Federal Credit Union 401(k) Retirement Plan? ▼
Next read for Schoolsfirst Federal Credit Union 401(k)…
Filing takeaways
Ways to act on Schoolsfirst Federal Credit Union 401(k) Retirement Plan's numbers.
- By total assets, Schoolsfirst Federal Credit Union 401(k) Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Schoolsfirst Federal Credit Union's sponsor-wide assets have grown 43.6% since 2022 across 3 plan years on file. More Finance & Insurance plans