401(k) · DOL Form 5500 · 2024

Southland Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
151
Participants Small participant base
75th
Percentile by assets National rank
$171,616
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southland Credit Union 401(k) Plan and Trust · Sponsored by Southland Credit Union · California · Finance & Insurance

$26M in assets, 151 participants

Southland Credit Union's Southland Credit Union 401(k) Plan and Trust reported $26M in total assets and 151 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,256 in Finance & Insurance (8,549 peers)

Coverage in California

Southland Credit Union 401(k) Plan and Trust covers 151 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $26M.

#5,256
in Finance & Insurance (8,549 peers)
+17.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southland Credit Union 401(k) Plan and Trust's outsized position by total assets

Southland Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$25,913,972 Top 25% higher than 75% 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

Southland Credit Union 401(k) Plan and Trust 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. Southland Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (151 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southland Credit Union 401(k) Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Southland Credit Union 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951585409 · Southland Credit Union PY 2024 · 401(k)

Southland Credit Union 401(k) Plan and Trust · $26M · 151 · 75th

  • EBSA $26M
  • PART 151
  • TYPE 75th
  • NET 401(k)
  • BOOK near Peko Precision Products, Inc. Retirement Saving Plan
  • VS-ST ind #5256

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 →

Southland Credit Union 401(k) Plan and Trust in the asset neighbourhood

The Oklahoma City Indian Clinic 401(k) PlanThe Oklahoma City Indian Cli…$26MCyrus Capital Partners, L.P. Incentive Savings PlanCyrus Capital Partners, L.P.…$26MSouthland Credit Union 401(k) Plan and TrustSouthland Credit Union 401(k…$26MPeko Precision Products, Inc. Retirement Saving PlanPeko Precision Products, Inc…$26MSourcepass 401(k) Plan$26M
End-of-year total assets ($M) among Southland Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN951585409
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southland Credit Union)

Sponsor-wide plan assets over time

All Southland Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$26M 42.231250348182634% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.2M $25.9M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 148 $18M
2023 1 152 $22M
2024 1 151 $26M

Nearby 401(k) Plans in California

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

Southland Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Southland Credit Union 401(k) Plan and Trust, Total assets ($B): 0.025913972 · Participants: 151Southland Credit Union 401(k) Plan and TrustGoogle 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
Southland Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Southland Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Southland Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Peko Precision Products, Inc. Retirement Saving Plan in NY ($26M); by covered participants it is Liberty Power Corp, LLC 401(k) in FL (151 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (151 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 Southland Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Southland Credit Union 401(k) Plan and Trust grew sharply - up 17.0% during 2024, from $22M to $26M. Reported net income was $4M.
How have Southland Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southland Credit Union's sponsor-wide assets grew 42.2%, from $18M to $26M.
Where does Southland Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Southland Credit Union 401(k) Plan and Trust ranks in the 75th 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 Southland Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Peko Precision Products, Inc. Retirement Saving Plan in NY ($26M, 369 participants).
Which 401(k) plans cover a similar participant headcount to Southland Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Liberty Power Corp, LLC 401(k) in FL (151 participants, N/A 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 951585409.

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.