401(k) · DOL Form 5500 · 2024

Travis Credit Union 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
623
Participants Below avg headcount
88th
Percentile by assets National rank
$120,724
Avg per participant Near avg balance/head
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Official DOL plan name: Travis Credit Union 401(k) Retirement Plan · Sponsored by Travis Credit Union · California · Finance & Insurance

$75M in assets, 623 participants

Travis Credit Union's Travis Credit Union 401(k) Retirement Plan reported $75M in total assets and 623 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,984 in Finance & Insurance (8,549 peers)

Where Travis Credit Union 401(k) Retirement Plan sits by assets

Travis Credit Union 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $75M for 623 participants (~$120,724/participant), up 13.6% in 2024.

#6,984
in Finance & Insurance (8,549 peers)
+13.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Travis Credit Union 401(k) Retirement Plan's outsized position by total assets

Travis Credit Union 401(k) Retirement Plan vs every filed plan by assets

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

$75,210,858 Top 12% higher than 88% 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

Travis Credit Union 401(k) Retirement 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. Travis Credit Union 401(k) Retirement Plan sits mid-pack in the medium band (623 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Travis Credit Union 401(k) Retirement Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Travis Credit Union 401(k) Retirement Plan end-of-year assets rose from $66M in the plan year 2023 filing to $75M in the plan year 2024 filing.
  • Travis Credit Union 401(k) Retirement Plan reported participants rose from 610 in the plan year 2023 filing to 623 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 941242831 · Travis Credit Union PY 2024 · 401(k)

Travis Credit Union 401(k) Retirement Plan · $75M · 623 · 88th

  • VS-ST $75M
  • BOY 623
  • SCH 88th
  • EBSA 401(k)
  • PART near Mariner Savings Plan
  • TYPE ind #6984

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 →

Travis Credit Union 401(k) Retirement Plan in the asset neighbourhood

Mariner Savings Plan$75MBlanchard Machinery Company 401(k) Profit Sharing PlanBlanchard Machinery Company …$75MTravis Credit Union 401(k) Retirement PlanTravis Credit Union 401(k) R…$75MGlencore Ltd. 401(k) Savings PlanGlencore Ltd. 401(k) Savings…$75MRetail Specialists 401(k) PlanRetail Specialists 401(k) Pl…$75M
End-of-year total assets ($M) among Travis Credit Union 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$75M
Net Income$9M
Employer EIN941242831
Plan Effective Date1991-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Travis Credit Union)

Sponsor-wide plan assets over time

All Travis Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$75M 36.06266141427246% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55.3M $75.2M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 686 $55M
2023 1 610 $66M
2024 1 623 $75M

Nearby 401(k) Plans in California

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

Travis Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Travis Credit Union 401(k) Retirement Plan, Total assets ($B): 0.075210858 · Participants: 623Travis Credit Union 401(k) Retirement 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
Travis Credit Union 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Travis Credit Union 401(k) Retirement Plan side-by-side with 3 peers →

Travis Credit Union 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mariner Savings Plan in GA ($75M); by covered participants it is The Hope 401(k) Retirement Savings Plan in IL (623 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($75M here).

Similar participant headcount

Nearest other-state filings by covered participants (623 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 Travis Credit Union 401(k) Retirement Plan assets move in 2024? ▼
Travis Credit Union 401(k) Retirement Plan grew at a solid clip - up 13.6% during 2024, from $66M to $75M. Reported net income was $9M.
How have Travis Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Travis Credit Union's sponsor-wide assets grew 36.1%, from $55M to $75M.
Where does Travis Credit Union 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Travis Credit Union 401(k) Retirement Plan ranks in the 88th 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 Travis Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mariner Savings Plan in GA ($75M, 4,375 participants).
Which 401(k) plans cover a similar participant headcount to Travis Credit Union 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Hope 401(k) Retirement Savings Plan in IL (623 participants, $12M 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 941242831.

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.