401(k) · DOL Form 5500 · 2024
Wheelhouse Credit Union 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $100,302
- Avg per participant Below avg balance/head
Official DOL plan name: Wheelhouse Credit Union 401(k) Plan · Sponsored by Wheelhouse Credit Union · California · Finance & Insurance
$8M in assets, 83 participants
Wheelhouse Credit Union's Wheelhouse Credit Union 401(k) Plan reported $8M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #3,077 in Finance & Insurance (8,549 peers)
2024 asset change
Wheelhouse Credit Union 401(k) Plan declined sharply 22.1% in 2024 ($11M → $8M) for 83 participants.
- #3,077
- in Finance & Insurance (8,549 peers)
- -22.1%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Wheelhouse Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Wheelhouse Credit Union 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,325,080 Top 48% higher than 52% 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
Wheelhouse Credit Union 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wheelhouse Credit Union 401(k) Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Wheelhouse Credit Union 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Wheelhouse Credit Union 401(k) Plan end-of-year assets fell from $11M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Wheelhouse Credit Union 401(k) Plan reported participants fell from 85 in the plan year 2023 filing to 83 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 951593663 · Wheelhouse Credit Union PY 2024 · 401(k)
Wheelhouse Credit Union 401(k) Plan · $8M · 83 · 52nd
- ASSETS $8M
- PCT 83
- EIN 52nd
- RANK 401(k)
- PHOTO near Co-Op 401(k) Plan
- IND ind #3077
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 →
Wheelhouse Credit Union 401(k) Plan in the asset neighbourhood
Wheelhouse Credit Union years around the 2024 move
Sponsor-wide plan assets over time
All Wheelhouse Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 8.450181486836142% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 81 | $9M |
| 2023 | 1 | 85 | $11M |
| 2024 | 1 | 83 | $8M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | -$2M |
| Employer EIN | 951593663 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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
Wheelhouse Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Co-Op 401(k) Plan in MN ($8M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Co-Op 401(k) Plan (MN) $8M · 178
- Global Systems Integration, Inc. 401(k)) Profit (GA) $8M · 88
- Daytona Br-Gd, Inc. 401(k) Profit Sharing Plan (FL) $8M · 323
- Cima 401(k) Plan (TX) $8M · 314
Similar participant headcount
Nearest other-state filings by covered participants (83 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.