401(k) · DOL Form 5500 · 2024

Blupeak Credit Union 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
115
Participants Small participant base
77th
Percentile by assets National rank
$252,007
Avg per participant Above avg balance/head
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Official DOL plan name: Blupeak Credit Union 401(k) & Benefit Sharing Plan · Sponsored by Blupeak Credit Union · California · Finance & Insurance

$29M in assets, 115 participants

Blupeak Credit Union's Blupeak Credit Union 401(k) & Benefit Sharing Plan reported $29M in total assets and 115 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,474 in Finance & Insurance (8,549 peers)

Coverage in California

Blupeak Credit Union 401(k) & Benefit Sharing Plan covers 115 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $29M.

#5,474
in Finance & Insurance (8,549 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Blupeak Credit Union 401(k) & Benefit Sharing Plan's outsized position by total assets

Blupeak Credit Union 401(k) & Benefit Sharing Plan vs every filed plan by assets

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

$28,980,813 Top 23% higher than 77% 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

Blupeak Credit Union 401(k) & Benefit 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. Blupeak Credit Union 401(k) & Benefit Sharing Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Blupeak Credit Union 401(k) & Benefit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Blupeak Credit Union 401(k) & Benefit Sharing Plan end-of-year assets rose from $25M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Blupeak Credit Union 401(k) & Benefit Sharing Plan reported participants fell from 131 in the plan year 2023 filing to 115 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951209332 · Blupeak Credit Union PY 2024 · 401(k)

Blupeak Credit Union 401(k) & Benefit Sharing Plan · $29M · 115 · 77th

  • SCH $29M
  • SCH 115
  • SCH 77th
  • SCH 401(k)
  • SCH near Sterling Bank & Trust 401(k) Plan
  • SCH ind #5474

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 →

Blupeak Credit Union 401(k) & Benefit Sharing Plan in the asset neighbourhood

Blupeak Credit Union 401(k) & Benefit Sharing PlanBlupeak Credit Union 401(k) …$29MSterling Bank & Trust 401(k) PlanSterling Bank & Trust 401(k)…$29MSun Motor Cars, Inc. Savings PlanSun Motor Cars, Inc. Savings…$29MVersova Management Company 401(k) PlanVersova Management Company 4…$29MInnovation Industries, Inc. 401(k) Plan and TrustInnovation Industries, Inc. …$29M
End-of-year total assets ($M) among Blupeak Credit Union 401(k) & Benefit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN951209332
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Blupeak Credit Union)

Sponsor-wide plan assets over time

All Blupeak Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 26.631765985118783% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $22.9M $29M ▲ +26.6%
Year Plans Participants Total Assets
2022 1 158 $23M
2023 1 131 $25M
2024 1 115 $29M

Nearby 401(k) Plans in California

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

Blupeak Credit Union 401(k) & Benefit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Blupeak Credit Union 401(k) & Benefit Sharing Plan, Total assets ($B): 0.028980813 · Participants: 115Blupeak Credit Union 401(k) & Benefit Sharing 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
Blupeak Credit Union 401(k) & Benefit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Blupeak Credit Union 401(k) & Benefit Sharing Plan side-by-side with 3 peers →

Blupeak Credit Union 401(k) & Benefit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sterling Bank & Trust 401(k) Plan in MI ($29M); by covered participants it is Atlantic Engineering Laboratories, Inc. 401(k) Plan in NJ (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Blupeak Credit Union 401(k) & Benefit Sharing Plan assets move in 2024? ▼
Blupeak Credit Union 401(k) & Benefit Sharing Plan grew at a solid clip - up 14.5% during 2024, from $25M to $29M. Reported net income was $4M.
How have Blupeak Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Blupeak Credit Union's sponsor-wide assets grew 26.6%, from $23M to $29M.
Where does Blupeak Credit Union 401(k) & Benefit Sharing Plan rank by assets among Form 5500 filers? ▼
Blupeak Credit Union 401(k) & Benefit Sharing Plan ranks in the 77th 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 Blupeak Credit Union 401(k) & Benefit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sterling Bank & Trust 401(k) Plan in MI ($29M, 247 participants).
Which 401(k) plans cover a similar participant headcount to Blupeak Credit Union 401(k) & Benefit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Engineering Laboratories, Inc. 401(k) Plan in NJ (115 participants, $6M 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 951209332.

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.