401(k) · DOL Form 5500 · 2024

Altaone Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
176
Participants Small participant base
57th
Percentile by assets National rank
$60,918
Avg per participant Low balance/head
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Official DOL plan name: Altaone Federal Credit Union 401(k) Plan · Sponsored by Altaone Federal Credit Union · California · Finance & Insurance

$11M in assets, 176 participants

Altaone Federal Credit Union's Altaone Federal Credit Union 401(k) Plan reported $11M in total assets and 176 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,519 in Finance & Insurance (8,549 peers)

Coverage in California

Altaone Federal Credit Union 401(k) Plan covers 176 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $11M.

#3,519
in Finance & Insurance (8,549 peers)
+10.4%
assets growth YoY

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

Altaone Federal Credit Union 401(k) Plan vs every filed plan by assets

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

$10,721,495 Top 43% higher than 57% 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

Altaone Federal 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. Altaone Federal Credit Union 401(k) Plan sits mid-pack in the medium band (176 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Altaone Federal Credit Union 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Altaone Federal Credit Union 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Altaone Federal Credit Union 401(k) Plan reported participants fell from 190 in the plan year 2023 filing to 176 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 951658623 · Altaone Federal Credit Union PY 2024 · 401(k)

Altaone Federal Credit Union 401(k) Plan · $11M · 176 · 57th

  • EIN $11M
  • RANK 176
  • PHOTO 57th
  • IND 401(k)
  • EOY near Texas Neurology, P.a. 401(k) Profit Sharing Plan and Trust
  • 5500 ind #3519

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 →

Altaone Federal Credit Union 401(k) Plan in the asset neighbourhood

Altaone Federal Credit Union 401(k) PlanAltaone Federal Credit Union…$11MTexas Neurology, P.a. 401(k) Profit Sharing Plan and TrustTexas Neurology, P.a. 401(k)…$11M2nd Swing Golf 401(k) Plan$11MTwelvestone Health Partners, Inc. 401(k) PlanTwelvestone Health Partners,…$11MFungi Perfecti, LLC 401(k) Profit Sharing PlanFungi Perfecti, LLC 401(k) P…$11M
End-of-year total assets ($M) among Altaone Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN951658623
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Altaone Federal Credit Union)

Sponsor-wide plan assets over time

All Altaone Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 24.383087326214245% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.62M $10.7M ▲ +24.4%
Year Plans Participants Total Assets
2022 1 164 $9M
2023 1 190 $10M
2024 1 176 $11M

Nearby 401(k) Plans in California

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

Altaone Federal 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 ($B) Participants Altaone Federal Credit Union 401(k) Plan, Total assets ($B): 0.010721495 · Participants: 176Altaone Federal 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
Altaone Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Altaone Federal Credit Union 401(k) Plan side-by-side with 3 peers →

Altaone Federal 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 Texas Neurology, P.a. 401(k) Profit Sharing Plan and Trust in TX ($11M); by covered participants it is Central Texas Refuse 401(k) Plan in TX (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Altaone Federal Credit Union 401(k) Plan assets move in 2024? ▼
Altaone Federal Credit Union 401(k) Plan grew at a solid clip - up 10.4% during 2024, from $10M to $11M. Reported net income was $1M.
How have Altaone Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Altaone Federal Credit Union's sponsor-wide assets grew 24.4%, from $9M to $11M.
Which 401(k) plans are similar in size to Altaone Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Texas Neurology, P.a. 401(k) Profit Sharing Plan and Trust in TX ($11M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Altaone Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Texas Refuse 401(k) Plan in TX (176 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 951658623.

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.