401(k) · DOL Form 5500 · 2024

Safe 1 Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
119
Participants Small participant base
68th
Percentile by assets National rank
$152,710
Avg per participant Above avg balance/head
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Official DOL plan name: Safe 1 Credit Union 401(k) Profit Sharing Plan · Sponsored by Safe 1 Credit Union · California · Finance & Insurance

$18M in assets, 119 participants

Safe 1 Credit Union's Safe 1 Credit Union 401(k) Profit Sharing Plan reported $18M in total assets and 119 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,509 in Finance & Insurance (8,549 peers)

Coverage in California

Safe 1 Credit Union 401(k) Profit Sharing Plan covers 119 participants in California, about 19% of the average California filer (state average ~630 per filing). Assets: $18M.

#4,509
in Finance & Insurance (8,549 peers)
+19.4%
assets growth YoY

Safe 1 Credit Union 401(k) Profit Sharing Plan's outsized position by total assets

Safe 1 Credit Union 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,172,482 Top 32% higher than 68% 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

Safe 1 Credit Union 401(k) 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. Safe 1 Credit Union 401(k) Profit Sharing Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Safe 1 Credit Union 401(k) Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Safe 1 Credit Union 401(k) Profit Sharing Plan reported participants rose from 108 in the plan year 2023 filing to 119 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951812302 · Safe 1 Credit Union PY 2024 · 401(k)

Safe 1 Credit Union 401(k) Profit Sharing Plan · $18M · 119 · 68th

  • TYPE $18M
  • NET 119
  • BOOK 68th
  • VS-ST 401(k)
  • BOY near Pathways, Incorporated Employees' Retirement Plan
  • SCH ind #4509

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 →

Safe 1 Credit Union 401(k) Profit Sharing Plan in the asset neighbourhood

Safe 1 Credit Union 401(k) Profit Sharing PlanSafe 1 Credit Union 401(k) P…$18MPathways, Incorporated Employees' Retirement PlanPathways, Incorporated Emplo…$18MNew England Lead Burning Co., Inc. 401(k) Savings PlanNew England Lead Burning Co.…$18MVccp North America, Inc. Retirement PlanVccp North America, Inc. Ret…$18M403(b) Thrift Plan for Employees of Columbus Neighborhood Health Center, Inc. Dba Primaryone Health403(b) Thrift Plan for Emplo…$18M
End-of-year total assets ($M) among Safe 1 Credit Union 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN951812302
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Safe 1 Credit Union)

Sponsor-wide plan assets over time

All Safe 1 Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$18M 47.045755003930125% vs 2022
2024 filing year
$10M$12M$14M$16M$18M$20M 202220232024 $12.4M $18.2M ▲ +47.0%
Year Plans Participants Total Assets
2022 1 110 $12M
2023 1 108 $15M
2024 1 119 $18M

Nearby 401(k) Plans in California

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

Safe 1 Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Safe 1 Credit Union 401(k) Profit Sharing Plan, Total assets ($B): 0.018172482 · Participants: 119Safe 1 Credit Union 401(k) Profit 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
Safe 1 Credit Union 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants

Safe 1 Credit Union 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Pathways, Incorporated Employees' Retirement Plan in NY ($18M); by covered participants it is Culy Contracting LLC Retirement Savings Plan in IN (119 participants). Same-state nearby plans are listed separately above.

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 Safe 1 Credit Union 401(k) Profit Sharing Plan assets move in 2024?
Safe 1 Credit Union 401(k) Profit Sharing Plan grew sharply - up 19.4% during 2024, from $15M to $18M. Reported net income was $3M.
How have Safe 1 Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Safe 1 Credit Union's sponsor-wide assets grew 47.0%, from $12M to $18M.
Which 401(k) plans are similar in size to Safe 1 Credit Union 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Pathways, Incorporated Employees' Retirement Plan in NY ($18M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Safe 1 Credit Union 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Culy Contracting LLC Retirement Savings Plan in IN (119 participants, N/A in assets).