401(k) · DOL Form 5500 · 2024

Cu Cooperative Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$214M
Total assets Near avg plan size
1,932
Participants Near avg headcount
95th
Percentile by assets National rank
$111,002
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op Solutions 401(k) Retirement Plan · Sponsored by Cu Cooperative Systems, Inc. · California · Finance & Insurance

$214M in assets, 1,932 participants

Cu Cooperative Systems, Inc.'s Co-Op Solutions 401(k) Retirement Plan reported $214M in total assets and 1,932 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,798 in Finance & Insurance (8,549 peers)

Coverage in California

Co-Op Solutions 401(k) Retirement Plan covers 1,932 participants in California, 3.1x the typical California plan (state average ~630 per filing). Assets: $214M.

#7,798
in Finance & Insurance (8,549 peers)
+16.2%
assets growth YoY
2.2×
vs typical plan assets (national mean)

Co-Op Solutions 401(k) Retirement Plan's outsized position by total assets

Co-Op Solutions 401(k) Retirement Plan vs every filed plan by assets

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

$214,456,036 Top 5% higher than 95% 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

Co-Op Solutions 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Co-Op Solutions 401(k) Retirement Plan lands in the large band (1,932 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Co-Op Solutions 401(k) Retirement Plan end-of-year assets rose from $184M in the plan year 2023 filing to $214M in the plan year 2024 filing.
  • Co-Op Solutions 401(k) Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Co-Op Solutions 401(k) Retirement Plan reported participants fell from 1,953 in the plan year 2023 filing to 1,932 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953732627 · Cu Cooperative Systems, Inc. PY 2024 · 401(k)

Co-Op Solutions 401(k) Retirement Plan · $214M · 1,932 · 95th

  • EBSA $214M
  • PART 1,932
  • TYPE 95th
  • NET 401(k)
  • BOOK near West Technology Group, LLC 401(k) Retirement Plan
  • VS-ST ind #7798

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 →

Co-Op Solutions 401(k) Retirement Plan in the asset neighbourhood

Co-Op Solutions 401(k) Retirement PlanCo-Op Solutions 401(k) Retir…$214MWest Technology Group, LLC 401(k) Retirement PlanWest Technology Group, LLC 4…$214MBy Light Professional It Services LLC 401(k) PlanBy Light Professional It Ser…$214MStrategic Petroleum Reserve Retirement and Savings PlanStrategic Petroleum Reserve …$214MWellpower 401(k) Savings and Retirement PlanWellpower 401(k) Savings and…$214M
End-of-year total assets ($M) among Co-Op Solutions 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$184M
Net Assets (End of Year)$214M
Net Income$30M
Employer EIN953732627
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cu Cooperative Systems, Inc.)

Sponsor-wide plan assets over time

All Cu Cooperative Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$214M 41.447307875755044% vs 2022
2024 filing year
$140M$160M$180M$200M$220M$240M 202220232024 $152M $214M ▲ +41.4%
Year Plans Participants Total Assets
2022 1 1,659 $152M
2023 1 1,953 $184M
2024 1 1,932 $214M

Nearby 401(k) Plans in California

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

Co-Op Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Co-Op Solutions 401(k) Retirement Plan, Total assets ($B): 0.214456036 · Participants: 1932Co-Op Solutions 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
Co-Op Solutions 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Co-Op Solutions 401(k) Retirement Plan side-by-side with 3 peers →

Co-Op Solutions 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is West Technology Group, LLC 401(k) Retirement Plan in NY ($214M); by covered participants it is Staffmark Group, LLC 401(k) Plan in OH (1,933 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,932 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 Co-Op Solutions 401(k) Retirement Plan assets move in 2024? ▼
Co-Op Solutions 401(k) Retirement Plan grew sharply - up 16.2% during 2024, from $184M to $214M. Reported net income was $30M.
How have Cu Cooperative Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cu Cooperative Systems, Inc.'s sponsor-wide assets grew 41.4%, from $152M to $214M.
Where does Co-Op Solutions 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Co-Op Solutions 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Co-Op Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is West Technology Group, LLC 401(k) Retirement Plan in NY ($214M, 2,007 participants).
Which 401(k) plans cover a similar participant headcount to Co-Op Solutions 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Staffmark Group, LLC 401(k) Plan in OH (1,933 participants, $144M 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 953732627.

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.