401(k) · DOL Form 5500 · 2024
Kinecta Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $136M
- Total assets Near avg plan size
- 827
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $164,563
- Avg per participant Above avg balance/head
Official DOL plan name: Kinecta Federal Credit Union 401(k) and Profit Sharing Plan · Sponsored by Kinecta Federal Credit Union · California · Finance & Insurance
$136M in assets, 827 participants
Kinecta Federal Credit Union's Kinecta Federal Credit Union 401(k) and Profit Sharing Plan reported $136M in total assets and 827 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,522 in Finance & Insurance (8,549 peers)
Where Kinecta Federal Credit Union 401(k) and Profit Sharing Plan sits by assets
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $136M for 827 participants (~$164,563/participant), up 8.1% in 2024.
- #7,522
- in Finance & Insurance (8,549 peers)
- +8.1%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan's outsized position by total assets
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$136,093,504 Top 8% higher than 92% 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
Kinecta Federal Credit Union 401(k) and Profit 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. Kinecta Federal Credit Union 401(k) and Profit Sharing Plan sits mid-pack in the medium band (827 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Kinecta Federal Credit Union 401(k) and Profit Sharing Plan reported net income fell from $20M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Kinecta Federal Credit Union 401(k) and Profit Sharing Plan end-of-year assets rose from $126M in the plan year 2023 filing to $136M in the plan year 2024 filing.
- Kinecta Federal Credit Union 401(k) and Profit Sharing Plan reported participants fell from 879 in the plan year 2023 filing to 827 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 956038909 · Kinecta Federal Credit Union PY 2024 · 401(k)
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan · $136M · 827 · 92nd
- ASSETS $136M
- ASSETS 827
- ASSETS 92nd
- ASSETS 401(k)
- ASSETS near Velux America LLC 401(k) Retirement Plan
- ASSETS ind #7522
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 →
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $126M |
|---|---|
| Net Assets (End of Year) | $136M |
| Net Income | $10M |
| Employer EIN | 956038909 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Kinecta Federal Credit Union)
Sponsor-wide plan assets over time
All Kinecta Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $136M 27.515691737529487% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 890 | $107M |
| 2023 | 1 | 879 | $126M |
| 2024 | 1 | 827 | $136M |
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
Kinecta Federal Credit Union 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Velux America LLC 401(k) Retirement Plan in SC ($136M); by covered participants it is Alliance Health, Inc. Retirement Plan in MA (827 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($136M here).
- Velux America LLC 401(k) Retirement Plan (SC) $136M · 807
- Marine Industry Retirement Plan (IL) $136M · 4,233
- Cornerstone Capital Bank, Ssb 401(k) Plan (TX) $136M · 1,434
- The Allen & Company 401(k) Savings Plan (NY) $136M · 212
Similar participant headcount
Nearest other-state filings by covered participants (827 participants); asset peers above are excluded.
- Alliance Health, Inc. Retirement Plan (MA) 827 · 0 off
- Commodore Homes, LLC 401(k) Retirement Plan Trust (IN) 827 · 0 off
- Allen Institute 401(k) Plan (WA) 827 · 0 off
- The Ogeechee Group, Inc. 401 K Plan (GA) 827 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.