401(k) · DOL Form 5500 · 2024

Merced School Employees Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
96
Participants Small participant base
63rd
Percentile by assets National rank
$149,300
Avg per participant Above avg balance/head
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Official DOL plan name: Merced School Employees Federal Credit Union 401(k) Plan and Trust · Sponsored by Merced School Employees Federal Credit Union · California · Finance & Insurance

$14M in assets, 96 participants

Merced School Employees Federal Credit Union's Merced School Employees Federal Credit Union 401(k) Plan and Trust reported $14M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,065 in Finance & Insurance (8,549 peers)

Merced School Employees Federal Credit Union multi-year trail

Merced School Employees Federal Credit Union's plans moved +31.9% in assets from 2022 to 2024; this filing shows Merced School Employees Federal Credit Union 401(k) Plan and Trust at $14M / 96 participants.

#4,065
in Finance & Insurance (8,549 peers)
+11.0%
assets growth YoY

Merced School Employees Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Merced School Employees Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$14,332,752 Top 37% higher than 63% 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

Merced School Employees Federal Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Merced School Employees Federal Credit Union 401(k) Plan and Trust is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Merced School Employees Federal Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Merced School Employees Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Merced School Employees Federal Credit Union 401(k) Plan and Trust reported participants fell from 101 in the plan year 2023 filing to 96 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 941284984 · Merced School Employees Federal Credit Union PY 2024 · 401(k)

Merced School Employees Federal Credit Union 401(k) Plan and Trust · $14M · 96 · 63rd

  • ASSETS $14M
  • ASSETS 96
  • ASSETS 63rd
  • ASSETS 401(k)
  • ASSETS near Electrical Corporation of America Profit Sharing Plan
  • ASSETS ind #4065

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 →

Merced School Employees Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Merced School Employees Federal Credit Union 401(k) Plan and TrustMerced School Employees Fede…$14MElectrical Corporation of America Profit Sharing PlanElectrical Corporation of Am…$14MIntegrative Nutrition 401(k) PlanIntegrative Nutrition 401(k)…$14MTennessee State Bank Retirement PlanTennessee State Bank Retirem…$14MFederal Screw Works 401(k) Savings PlanFederal Screw Works 401(k) S…$14M
End-of-year total assets ($M) among Merced School Employees Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Merced School Employees Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Merced School Employees Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 31.920778788781913% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.9M $14.3M ▲ +32.0%
Year Plans Participants Total Assets
2022 1 99 $11M
2023 1 101 $13M
2024 1 96 $14M

Merced School Employees Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN941284984
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Merced School Employees Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Merced School Employees Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.014332752 · Participants: 96Merced School Employees Federal Credit Union 401(k) Plan and TrustGoogle 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
Merced School Employees Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Merced School Employees Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Electrical Corporation of America Profit Sharing Plan in MO ($14M); by covered participants it is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Merced School Employees Federal Credit Union 401(k) Plan and Trust assets move in 2024?
Merced School Employees Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 11.0% during 2024, from $13M to $14M. Reported net income was $1M.
How have Merced School Employees Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Merced School Employees Federal Credit Union's sponsor-wide assets grew 31.9%, from $11M to $14M.
Which 401(k) plans are similar in size to Merced School Employees Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Electrical Corporation of America Profit Sharing Plan in MO ($14M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Merced School Employees Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Living Proof, Inc. 401(k) Profit Sharing Plan and Trust in MA (96 participants, $352K in assets).