401(k) · DOL Form 5500 · 2024

Patelco Credit Union 401(k) Plan

Data updated 2026-08-25

$128M
Total assets Near avg plan size
861
Participants Near avg headcount
92nd
Percentile by assets National rank
$148,364
Avg per participant Above avg balance/head
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Official DOL plan name: Patelco Credit Union Employees 401(k) Plan · Sponsored by Patelco Credit Union · California · Finance & Insurance

$128M in assets, 861 participants

Patelco Credit Union's Patelco Credit Union Employees 401(k) Plan reported $128M in total assets and 861 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,490 in Finance & Insurance (8,549 peers)

Where Patelco Credit Union Employees 401(k) Plan sits by assets

Patelco Credit Union Employees 401(k) Plan sits in the top 10% of all filed plans by assets, $128M for 861 participants (~$148,364/participant), up 19.2% in 2024.

#7,490
in Finance & Insurance (8,549 peers)
+19.2%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Patelco Credit Union Employees 401(k) Plan's outsized position by total assets

Patelco Credit Union Employees 401(k) Plan vs every filed plan by assets

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

$127,741,537 Top 8% higher than 92% 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

Patelco Credit Union Employees 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. Patelco Credit Union Employees 401(k) Plan sits mid-pack in the medium band (861 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patelco Credit Union Employees 401(k) Plan end-of-year assets rose from $107M in the plan year 2023 filing to $128M in the plan year 2024 filing.
  • Patelco Credit Union Employees 401(k) Plan reported net income rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Patelco Credit Union Employees 401(k) Plan reported participants rose from 846 in the plan year 2023 filing to 861 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 940755684 · Patelco Credit Union PY 2024 · 401(k)

Patelco Credit Union Employees 401(k) Plan · $128M · 861 · 92nd

  • PHOTO $128M
  • PHOTO 861
  • PHOTO 92nd
  • PHOTO 401(k)
  • PHOTO near Metaltek International, Inc. 401(k) Retirement Plan
  • PHOTO ind #7490

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 →

Patelco Credit Union Employees 401(k) Plan in the asset neighbourhood

Telos Corporation Shared Savings PlanTelos Corporation Shared Sav…$128MPatelco Credit Union Employees 401(k) PlanPatelco Credit Union Employe…$128MMetaltek International, Inc. 401(k) Retirement PlanMetaltek International, Inc.…$128MMcallister Savings Plan$128MSavers 401(k) Plan$128M
End-of-year total assets ($M) among Patelco Credit Union Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$128M
Net Income$21M
Employer EIN940755684
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patelco Credit Union)

Sponsor-wide plan assets over time

All Patelco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$128M 17.044543576342555% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $154M $128M ▼ -17.0%
Year Plans Participants Total Assets
2022 2 926 $154M
2023 2 989 $179M
2024 1 861 $128M

Nearby 401(k) Plans in California

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

Patelco Credit Union Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Patelco Credit Union Employees 401(k) Plan, Total assets ($B): 0.127741537 · Participants: 861Patelco Credit Union Employees 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
Patelco Credit Union Employees 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Patelco Credit Union Employees 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Metaltek International, Inc. 401(k) Retirement Plan in WI ($128M); by covered participants it is Advanced Correctional Healthcare Inc. 401(k) Plan in TN (861 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($128M here).

Similar participant headcount

Nearest other-state filings by covered participants (861 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 Patelco Credit Union Employees 401(k) Plan assets move in 2024? ▼
Patelco Credit Union Employees 401(k) Plan grew sharply - up 19.2% during 2024, from $107M to $128M. Reported net income was $21M.
How have Patelco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patelco Credit Union's sponsor-wide assets declined 17.0%, from $154M to $128M.
Where does Patelco Credit Union Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Patelco Credit Union Employees 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Patelco Credit Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metaltek International, Inc. 401(k) Retirement Plan in WI ($128M, 506 participants).
Which 401(k) plans cover a similar participant headcount to Patelco Credit Union Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advanced Correctional Healthcare Inc. 401(k) Plan in TN (861 participants, $8M 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 940755684.

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.