401(k) · DOL Form 5500 · 2024

F & a Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets: 114
Participants Small participant base: 71st
Percentile by assets National rank: $185,659
Avg per participant Above avg balance/head

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Official DOL plan name: F & a Federal Credit Union Capital Accumulation Plan · Sponsored by F & a Federal Credit Union · California · Finance & Insurance

$21M in assets, 114 participants

F & a Federal Credit Union's F & a Federal Credit Union Capital Accumulation Plan reported $21M in total assets and 114 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

#4,845 in Finance & Insurance (8,549 peers)

Coverage in California

F & a Federal Credit Union Capital Accumulation Plan covers 114 participants in California, about 18% of the average California filer (state average ~630 per filing). Assets: $21M.

#4,845
in Finance & Insurance (8,549 peers): +9.8%
assets growth YoY

F & a Federal Credit Union Capital Accumulation Plan's outsized position by total assets

F & a Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$21,165,162 Top 29% higher than 71% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

F & a Federal Credit Union Capital Accumulation 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. F & a Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (114 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

F & a Federal Credit Union Capital Accumulation Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
F & a Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 951683492 · F & a Federal Credit Union PY 2024 · 401(k)

F & a Federal Credit Union Capital Accumulation Plan · $21M · 114 · 71st

5500 $21M
ASSETS 114
PCT 71st
EIN 401(k)
RANK near N.R.F. Distributors Retirement Savings Plan
PHOTO ind #4845

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 →

End-of-year total assets ($M) among F & a Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$19M
Net Assets (End of Year)	$21M
Net Income	$2M
Employer EIN	951683492
Plan Effective Date	1987-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (F & a Federal Credit Union)

Latest sponsor-wide plan assets: $21M 9.786762696626509% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	114	$19M
2024	1	114	$21M

Nearby 401(k) Plans in California

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

F & a Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare F & a Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

F & a Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is N.R.F. Distributors Retirement Savings Plan in ME ($21M); by covered participants it is Falls Community Hospital 401(k) Plan in TX (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

N.R.F. Distributors Retirement Savings Plan (ME) $21M · 308
Head Start for Kent County 401(k) Retirement Plan (MI) $21M · 327
Webb-Stiles Company 401(k) Profit Sharing Plan (OH) $21M · 114
Gemini Industries Inc Profit Sharing Plan (MA) $21M · 197

Similar participant headcount

Nearest other-state filings by covered participants (114 participants); asset peers above are excluded.

Falls Community Hospital 401(k) Plan (TX) 114 · 0 off
Southeast Milk Inc. 401(k) Profit Sharing Plan (FL) 114 · 0 off
Window World of Baton Rouge 401(k) Plan (LA) 114 · 0 off
Big Horn Hospital Association 401(k) Plan (MT) 114 · 0 off

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 F & a Federal Credit Union Capital Accumulation Plan assets move in 2024? ▼

F & a Federal Credit Union Capital Accumulation Plan grew at a solid clip - up 9.8% during 2024, from $19M to $21M. Reported net income was $2M.

How have F & a Federal Credit Union plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), F & a Federal Credit Union's sponsor-wide assets grew 9.8%, from $19M to $21M.

Which 401(k) plans are similar in size to F & a Federal Credit Union Capital Accumulation Plan? ▼

Among 401(k) plans in other states, the closest by assets is N.R.F. Distributors Retirement Savings Plan in ME ($21M, 308 participants).

Which 401(k) plans cover a similar participant headcount to F & a Federal Credit Union Capital Accumulation Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Falls Community Hospital 401(k) Plan in TX (114 participants, $3M 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 951683492.