401(k)
2024 plan-year 401(k) DOL Form 5500

NUVISION FEDERAL CREDIT UNION SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NUVISION FEDERAL CREDIT UNION

This 401(k) plan holds $69M in total assets and serves 505 participants as of 2024. It is sponsored by NUVISION FEDERAL CREDIT UNION in California. The plan reported positive net income of $7M for the year.

Total Assets (2023)
$69M
Participants
505
State
Industry
Other Services

What the Filing Says About NUVISION FEDERAL CREDIT UNION SAVINGS PLAN

NUVISION FEDERAL CREDIT UNION SAVINGS PLAN is a 401(k) retirement plan sponsored by NUVISION FEDERAL CREDIT UNION, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $69M in total end-of-year assets and covers 505 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 951644517, and the plan has been effective since 1987-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $62M at the beginning of 2024 to $69M at year-end — a gain of 11.7%. Net assets (after liabilities) closed the year at $69M, with reported net income of $7M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$62M
Total Assets (End of Year)$69M
Net Assets (End of Year)$69M
Net Income$7M
Plan Type401(k)
Employer EIN951644517
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NUVISION FEDERAL CREDIT UNION)

Year Plans Participants Total Assets
2022 2 553 $65M
2023 2 539 $73M
2024 2 543 $78M

Nearby 401(k) Plans in California

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Frequently Asked Questions

How much money is in the NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
As of the 2024 Form 5500 filing, NUVISION FEDERAL CREDIT UNION SAVINGS PLAN holds $69M in total assets with 505 participants. It is sponsored by NUVISION FEDERAL CREDIT UNION.
What type of plan is NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN is a 401(k) plan. It has been effective since 1987-01-01. The plan is filed with the U.S. Department of Labor under EIN 951644517.
Who sponsors the NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN is sponsored by NUVISION FEDERAL CREDIT UNION, located in California. The sponsor's EIN is 951644517 and the plan operates in the Other Services industry.
How did NUVISION FEDERAL CREDIT UNION SAVINGS PLAN perform in 2024?
NUVISION FEDERAL CREDIT UNION SAVINGS PLAN grew by 11.7% during 2024, moving from $62M to $69M in total assets. Net income was $7M.
Where can I find official filings for NUVISION FEDERAL CREDIT UNION SAVINGS PLAN?
Official Form 5500 filings for NUVISION FEDERAL CREDIT UNION SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951644517 or plan name at efast.dol.gov.
How does NUVISION FEDERAL CREDIT UNION SAVINGS PLAN compare to other plans?
You can compare NUVISION FEDERAL CREDIT UNION SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951644517.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.