401(k) · DOL Form 5500 · 2024

Orange County Credit Union 401(k) Plan

Data updated 2026-08-25

$64M
Total assets Below avg plan size
364
Participants Below avg headcount
87th
Percentile by assets National rank
$176,493
Avg per participant Above avg balance/head
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Official DOL plan name: Orange County's Credit Union 401(k) Plan · Sponsored by Orange County Credit Union · California · Finance & Insurance

$64M in assets, 364 participants

Orange County Credit Union's Orange County's Credit Union 401(k) Plan reported $64M in total assets and 364 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,812 in Finance & Insurance (8,549 peers)

Where Orange County's Credit Union 401(k) Plan sits by assets

Orange County's Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $64M for 364 participants (~$176,493/participant), up 19.0% in 2024.

#6,812
in Finance & Insurance (8,549 peers)
+19.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Orange County's Credit Union 401(k) Plan's outsized position by total assets

Orange County's Credit Union 401(k) Plan vs every filed plan by assets

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

$64,243,406 Top 13% higher than 87% 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

Orange County's Credit Union 401(k) 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. Orange County's Credit Union 401(k) Plan sits mid-pack in the medium band (364 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Orange County's Credit Union 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Orange County's Credit Union 401(k) Plan reported participants rose from 340 in the plan year 2023 filing to 364 in the plan year 2024 filing.
  • Orange County's Credit Union 401(k) Plan reported net income rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 951797779 · Orange County Credit Union PY 2024 · 401(k)

Orange County's Credit Union 401(k) Plan · $64M · 364 · 87th

  • EBSA $64M
  • PART 364
  • TYPE 87th
  • NET 401(k)
  • BOOK near Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan
  • VS-ST ind #6812

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 →

Orange County's Credit Union 401(k) Plan in the asset neighbourhood

Verde Holdings, Inc. 401(k) PlanVerde Holdings, Inc. 401(k) …$64MRochester Radiology Associates, P.C. Profit-Sharing and 401(k) PlanRochester Radiology Associat…$64MOrange County's Credit Union 401(k) PlanOrange County's Credit Union…$64MNextran Truck Centers 401(k) PlanNextran Truck Centers 401(k)…$64MCnhi, LLC 401(k) Plan$64M
End-of-year total assets ($M) among Orange County's Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$64M
Net Income$10M
Employer EIN951797779
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Orange County Credit Union)

Sponsor-wide plan assets over time

All Orange County Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$64M 46.082774334089784% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $44M $64.2M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 322 $44M
2023 1 340 $54M
2024 1 364 $64M

Nearby 401(k) Plans in California

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

Orange County's Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Orange County's Credit Union 401(k) Plan, Total assets ($B): 0.064243406 · Participants: 364Orange County's Credit Union 401(k) 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
Orange County's Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Orange County's Credit Union 401(k) Plan side-by-side with 3 peers →

Orange County's 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 Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY ($64M); by covered participants it is Pennsylvania Transformer Technology, Inc. 401(k) Retirement Plan in PA (364 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($64M here).

Similar participant headcount

Nearest other-state filings by covered participants (364 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 Orange County's Credit Union 401(k) Plan assets move in 2024? ▼
Orange County's Credit Union 401(k) Plan grew sharply - up 19.0% during 2024, from $54M to $64M. Reported net income was $10M.
How have Orange County Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Orange County Credit Union's sponsor-wide assets grew 46.1%, from $44M to $64M.
Where does Orange County's Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Orange County's Credit Union 401(k) Plan ranks in the 87th 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 Orange County's Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY ($64M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Orange County's Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pennsylvania Transformer Technology, Inc. 401(k) Retirement Plan in PA (364 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 951797779.

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.