San Mateo Credit Union
Plan context: San Mateo Credit Union 401K Plan
EIN 94-1231186 • Redwood City, CA • 49 filings • 6 plans
Current Snapshot
Latest Year
2024
2024 Participants
219
2024 Assets
$43,584,119
2024 Contributions
$2,931,796
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 219 | $43,584,119 | $2,931,796 | $13,387iApproximate average salary by contribution assumption: employee only about $334,680 at 4% or $223,120 at 6%; with 50% employer match about $223,120 at 4% or $148,747 at 6%; with 100% employer match about $167,340 at 4% or $111,560 at 6%. |
| San Mateo Credit Union 401K Plan | - | 217 | $43,584,119 | $2,931,796 | $13,511iApproximate average salary by contribution assumption: employee only about $337,765 at 4% or $225,176 at 6%; with 50% employer match about $225,176 at 4% or $150,118 at 6%; with 100% employer match about $168,882 at 4% or $112,588 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 219 | - | - | - |
| 2023 | 2 | 219 | $37,655,495 | $2,749,328 | $12,554iApproximate average salary by contribution assumption: employee only about $313,850 at 4% or $209,233 at 6%; with 50% employer match about $209,233 at 4% or $139,489 at 6%; with 100% employer match about $156,925 at 4% or $104,617 at 6%. |
| San Mateo Credit Union 401K Plan | - | 210 | $37,655,495 | $2,749,328 | $13,092iApproximate average salary by contribution assumption: employee only about $327,301 at 4% or $218,201 at 6%; with 50% employer match about $218,201 at 4% or $145,467 at 6%; with 100% employer match about $163,650 at 4% or $109,100 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 219 | - | - | - |
| 2022 | 2 | 199 | $30,817,049 | $2,360,758 | $11,863iApproximate average salary by contribution assumption: employee only about $296,578 at 4% or $197,718 at 6%; with 50% employer match about $197,718 at 4% or $131,812 at 6%; with 100% employer match about $148,289 at 4% or $98,859 at 6%. |
| San Mateo Credit Union 401K Plan | - | 199 | $30,817,049 | $2,360,758 | $11,863iApproximate average salary by contribution assumption: employee only about $296,578 at 4% or $197,718 at 6%; with 50% employer match about $197,718 at 4% or $131,812 at 6%; with 100% employer match about $148,289 at 4% or $98,859 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 196 | - | - | - |
| 2021 | 2 | 191 | $34,791,739 | $2,303,021 | $12,058iApproximate average salary by contribution assumption: employee only about $301,443 at 4% or $200,962 at 6%; with 50% employer match about $200,962 at 4% or $133,974 at 6%; with 100% employer match about $150,721 at 4% or $100,481 at 6%. |
| San Mateo Credit Union 401K Plan | - | 188 | $34,791,739 | $2,303,021 | $12,250iApproximate average salary by contribution assumption: employee only about $306,253 at 4% or $204,169 at 6%; with 50% employer match about $204,169 at 4% or $136,112 at 6%; with 100% employer match about $153,126 at 4% or $102,084 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 191 | - | - | - |
| 2020 | 2 | 209 | $29,813,034 | $2,514,825 | $12,033iApproximate average salary by contribution assumption: employee only about $300,816 at 4% or $200,544 at 6%; with 50% employer match about $200,544 at 4% or $133,696 at 6%; with 100% employer match about $150,408 at 4% or $100,272 at 6%. |
| San Mateo Credit Union 401K Plan | - | 209 | $29,813,034 | $2,514,825 | $12,033iApproximate average salary by contribution assumption: employee only about $300,816 at 4% or $200,544 at 6%; with 50% employer match about $200,544 at 4% or $133,696 at 6%; with 100% employer match about $150,408 at 4% or $100,272 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 198 | - | - | - |
| 2019 | 2 | 201 | $25,023,689 | $1,945,054 | $9,677iApproximate average salary by contribution assumption: employee only about $241,922 at 4% or $161,281 at 6%; with 50% employer match about $161,281 at 4% or $107,521 at 6%; with 100% employer match about $120,961 at 4% or $80,641 at 6%. |
| San Mateo Credit Union 401K Plan | - | 201 | $25,023,689 | $1,945,054 | $9,677iApproximate average salary by contribution assumption: employee only about $241,922 at 4% or $161,281 at 6%; with 50% employer match about $161,281 at 4% or $107,521 at 6%; with 100% employer match about $120,961 at 4% or $80,641 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 190 | - | - | - |
| 2018 | 2 | 203 | $20,669,737 | $1,940,664 | $9,560iApproximate average salary by contribution assumption: employee only about $238,998 at 4% or $159,332 at 6%; with 50% employer match about $159,332 at 4% or $106,221 at 6%; with 100% employer match about $119,499 at 4% or $79,666 at 6%. |
| San Mateo Credit Union 401K Plan | - | 203 | $20,669,737 | $1,940,664 | $9,560iApproximate average salary by contribution assumption: employee only about $238,998 at 4% or $159,332 at 6%; with 50% employer match about $159,332 at 4% or $106,221 at 6%; with 100% employer match about $119,499 at 4% or $79,666 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 190 | - | - | - |
| 2017 | 2 | 178 | $21,559,038 | $1,589,663 | $8,931iApproximate average salary by contribution assumption: employee only about $223,267 at 4% or $148,845 at 6%; with 50% employer match about $148,845 at 4% or $99,230 at 6%; with 100% employer match about $111,634 at 4% or $74,422 at 6%. |
| San Mateo Credit Union 401K Plan | - | 178 | $21,559,038 | $1,589,663 | $8,931iApproximate average salary by contribution assumption: employee only about $223,267 at 4% or $148,845 at 6%; with 50% employer match about $148,845 at 4% or $99,230 at 6%; with 100% employer match about $111,634 at 4% or $74,422 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 168 | - | - | - |
| 2016 | 2 | 175 | $17,624,824 | $1,217,017 | $6,954iApproximate average salary by contribution assumption: employee only about $173,860 at 4% or $115,906 at 6%; with 50% employer match about $115,906 at 4% or $77,271 at 6%; with 100% employer match about $86,930 at 4% or $57,953 at 6%. |
| San Mateo Credit Union 401K Plan | - | 175 | $17,624,824 | $1,217,017 | $6,954iApproximate average salary by contribution assumption: employee only about $173,860 at 4% or $115,906 at 6%; with 50% employer match about $115,906 at 4% or $77,271 at 6%; with 100% employer match about $86,930 at 4% or $57,953 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 159 | - | - | - |
| 2015 | 2 | 168 | $16,725,766 | $1,511,520 | $8,997iApproximate average salary by contribution assumption: employee only about $224,929 at 4% or $149,952 at 6%; with 50% employer match about $149,952 at 4% or $99,968 at 6%; with 100% employer match about $112,464 at 4% or $74,976 at 6%. |
| San Mateo Credit Union 401K Plan | - | 166 | $16,725,766 | $1,511,520 | $9,106iApproximate average salary by contribution assumption: employee only about $227,639 at 4% or $151,759 at 6%; with 50% employer match about $151,759 at 4% or $101,173 at 6%; with 100% employer match about $113,819 at 4% or $75,880 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 168 | - | - | - |
| 2014 | 2 | 165 | $17,877,823 | $1,282,073 | $7,770iApproximate average salary by contribution assumption: employee only about $194,253 at 4% or $129,502 at 6%; with 50% employer match about $129,502 at 4% or $86,335 at 6%; with 100% employer match about $97,127 at 4% or $64,751 at 6%. |
| San Mateo Credit Union 401K Plan | - | 164 | $17,877,823 | $1,282,073 | $7,818iApproximate average salary by contribution assumption: employee only about $195,438 at 4% or $130,292 at 6%; with 50% employer match about $130,292 at 4% or $86,861 at 6%; with 100% employer match about $97,719 at 4% or $65,146 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 165 | - | - | - |
| 2013 | 2 | 177 | $16,517,683 | $1,283,012 | $7,249iApproximate average salary by contribution assumption: employee only about $181,216 at 4% or $120,811 at 6%; with 50% employer match about $120,811 at 4% or $80,541 at 6%; with 100% employer match about $90,608 at 4% or $60,405 at 6%. |
| San Mateo Credit Union 401K Plan | - | 173 | $16,517,683 | $1,283,012 | $7,416iApproximate average salary by contribution assumption: employee only about $185,406 at 4% or $123,604 at 6%; with 50% employer match about $123,604 at 4% or $82,403 at 6%; with 100% employer match about $92,703 at 4% or $61,802 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 177 | - | - | - |
| 2012 | 2 | 180 | $14,207,189 | $1,053,151 | $5,851iApproximate average salary by contribution assumption: employee only about $146,271 at 4% or $97,514 at 6%; with 50% employer match about $97,514 at 4% or $65,009 at 6%; with 100% employer match about $73,135 at 4% or $48,757 at 6%. |
| San Mateo Credit Union 401K Plan | - | 179 | $14,207,189 | $1,053,151 | $5,884iApproximate average salary by contribution assumption: employee only about $147,088 at 4% or $98,059 at 6%; with 50% employer match about $98,059 at 4% or $65,373 at 6%; with 100% employer match about $73,544 at 4% or $49,029 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 180 | - | - | - |
| 2011 | 2 | 175 | $12,196,529 | $1,118,024 | $6,389iApproximate average salary by contribution assumption: employee only about $159,718 at 4% or $106,478 at 6%; with 50% employer match about $106,478 at 4% or $70,986 at 6%; with 100% employer match about $79,859 at 4% or $53,239 at 6%. |
| San Mateo Credit Union 401K Plan | - | 175 | $12,196,529 | $1,118,024 | $6,389iApproximate average salary by contribution assumption: employee only about $159,718 at 4% or $106,478 at 6%; with 50% employer match about $106,478 at 4% or $70,986 at 6%; with 100% employer match about $79,859 at 4% or $53,239 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 154 | - | - | - |
| 2010 | 2 | 163 | $12,054,839 | $734,921 | $4,509iApproximate average salary by contribution assumption: employee only about $112,718 at 4% or $75,145 at 6%; with 50% employer match about $75,145 at 4% or $50,097 at 6%; with 100% employer match about $56,359 at 4% or $37,573 at 6%. |
| San Mateo Credit Union 401K Plan | - | 161 | $12,054,839 | $734,921 | $4,565iApproximate average salary by contribution assumption: employee only about $114,118 at 4% or $76,079 at 6%; with 50% employer match about $76,079 at 4% or $50,719 at 6%; with 100% employer match about $57,059 at 4% or $38,039 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 163 | - | - | - |
| 2009 | 2 | 166 | $10,605,887 | $602,081 | $3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,337 at 4% or $30,225 at 6%. |
| San Mateo Credit Union 401K Plan | - | 166 | $10,605,887 | $602,081 | $3,627iApproximate average salary by contribution assumption: employee only about $90,675 at 4% or $60,450 at 6%; with 50% employer match about $60,450 at 4% or $40,300 at 6%; with 100% employer match about $45,337 at 4% or $30,225 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 156 | - | - | - |
| 2008 | 2 | 172 | $8,740,190 | $1,596,916 | $9,284iApproximate average salary by contribution assumption: employee only about $232,110 at 4% or $154,740 at 6%; with 50% employer match about $154,740 at 4% or $103,160 at 6%; with 100% employer match about $116,055 at 4% or $77,370 at 6%. |
| San Mateo Credit Union 401K Plan | - | 171 | $8,740,190 | $1,596,916 | $9,339iApproximate average salary by contribution assumption: employee only about $233,467 at 4% or $155,645 at 6%; with 50% employer match about $155,645 at 4% or $103,763 at 6%; with 100% employer match about $116,734 at 4% or $77,822 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 172 | - | - | - |
| 2007 | 2 | 177 | $10,593,366 | $1,517,059 | $8,571iApproximate average salary by contribution assumption: employee only about $214,274 at 4% or $142,849 at 6%; with 50% employer match about $142,849 at 4% or $95,233 at 6%; with 100% employer match about $107,137 at 4% or $71,425 at 6%. |
| San Mateo Credit Union 401K Plan | - | 164 | $10,593,366 | $1,517,059 | $9,250iApproximate average salary by contribution assumption: employee only about $231,259 at 4% or $154,173 at 6%; with 50% employer match about $154,173 at 4% or $102,782 at 6%; with 100% employer match about $115,629 at 4% or $77,086 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 177 | - | - | - |
| 2006 | 2 | 155 | $8,861,092 | $1,332,104 | $8,594iApproximate average salary by contribution assumption: employee only about $214,855 at 4% or $143,237 at 6%; with 50% employer match about $143,237 at 4% or $95,491 at 6%; with 100% employer match about $107,428 at 4% or $71,618 at 6%. |
| San Mateo Credit Union 401K Plan | - | 152 | $8,861,092 | $1,332,104 | $8,764iApproximate average salary by contribution assumption: employee only about $219,096 at 4% or $146,064 at 6%; with 50% employer match about $146,064 at 4% or $97,376 at 6%; with 100% employer match about $109,548 at 4% or $73,032 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 155 | - | - | - |
| 2005 | 2 | 140 | $7,114,912 | $1,226,168 | $8,758iApproximate average salary by contribution assumption: employee only about $218,959 at 4% or $145,972 at 6%; with 50% employer match about $145,972 at 4% or $97,315 at 6%; with 100% employer match about $109,479 at 4% or $72,986 at 6%. |
| San Mateo Credit Union 401K Plan | - | 135 | $7,114,912 | $1,226,168 | $9,083iApproximate average salary by contribution assumption: employee only about $227,068 at 4% or $151,379 at 6%; with 50% employer match about $151,379 at 4% or $100,919 at 6%; with 100% employer match about $113,534 at 4% or $75,689 at 6%. |
| San Mateo Credit Union Health and Welfare Benefit Plan | - | 140 | - | - | - |
| 2004 | 1 | 136 | $6,415,455 | $1,257,665 | $9,248iApproximate average salary by contribution assumption: employee only about $231,188 at 4% or $154,126 at 6%; with 50% employer match about $154,126 at 4% or $102,750 at 6%; with 100% employer match about $115,594 at 4% or $77,063 at 6%. |
| San Mateo Credit Union 401K Plan | - | 136 | $6,415,455 | $1,257,665 | $9,248iApproximate average salary by contribution assumption: employee only about $231,188 at 4% or $154,126 at 6%; with 50% employer match about $154,126 at 4% or $102,750 at 6%; with 100% employer match about $115,594 at 4% or $77,063 at 6%. |
| 2003 | 1 | 121 | $5,036,111 | $999,622 | $8,261iApproximate average salary by contribution assumption: employee only about $206,533 at 4% or $137,689 at 6%; with 50% employer match about $137,689 at 4% or $91,793 at 6%; with 100% employer match about $103,267 at 4% or $68,844 at 6%. |
| San Mateo Credit Union 401K Plan | - | 121 | $5,036,111 | $999,622 | $8,261iApproximate average salary by contribution assumption: employee only about $206,533 at 4% or $137,689 at 6%; with 50% employer match about $137,689 at 4% or $91,793 at 6%; with 100% employer match about $103,267 at 4% or $68,844 at 6%. |
| 2002 | 1 | 119 | $3,477,485 | $1,090,957 | $9,168iApproximate average salary by contribution assumption: employee only about $229,193 at 4% or $152,795 at 6%; with 50% employer match about $152,795 at 4% or $101,863 at 6%; with 100% employer match about $114,596 at 4% or $76,398 at 6%. |
| San Mateo Credit Union 401K Plan | - | 119 | $3,477,485 | $1,090,957 | $9,168iApproximate average salary by contribution assumption: employee only about $229,193 at 4% or $152,795 at 6%; with 50% employer match about $152,795 at 4% or $101,863 at 6%; with 100% employer match about $114,596 at 4% or $76,398 at 6%. |
| 2001 | 2 | 126 | $0 | $255,342 | $2,027iApproximate average salary by contribution assumption: employee only about $50,663 at 4% or $33,775 at 6%; with 50% employer match about $33,775 at 4% or $22,517 at 6%; with 100% employer match about $25,332 at 4% or $16,888 at 6%. |
| San Mateo County Employees Credit Union Money Purchase Pension Plan | - | 0 | - | $255,342 | - |
| San Mateo Credit Union 401K Plan | - | 126 | - | - | - |
| 2000 | 2 | 103 | $1,305,444 | $237,246 | $2,303iApproximate average salary by contribution assumption: employee only about $57,584 at 4% or $38,389 at 6%; with 50% employer match about $38,389 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,195 at 6%. |
| San Mateo County Employees Credit Union Money Purchase Pension Plan | - | 103 | $1,305,444 | $237,246 | $2,303iApproximate average salary by contribution assumption: employee only about $57,584 at 4% or $38,389 at 6%; with 50% employer match about $38,389 at 4% or $25,593 at 6%; with 100% employer match about $28,792 at 4% or $19,195 at 6%. |
| San Mateo Credit Union 401K Plan | - | 103 | - | - | - |
| 1999 | 2 | 106 | $1,776,556 | $734,025 | $6,925iApproximate average salary by contribution assumption: employee only about $173,119 at 4% or $115,413 at 6%; with 50% employer match about $115,413 at 4% or $76,942 at 6%; with 100% employer match about $86,560 at 4% or $57,706 at 6%. |
| San Mateo County Employees Credit Union Money Purchase Pension Plan | - | 106 | $1,188,659 | $189,123 | $1,784iApproximate average salary by contribution assumption: employee only about $44,604 at 4% or $29,736 at 6%; with 50% employer match about $29,736 at 4% or $19,824 at 6%; with 100% employer match about $22,302 at 4% or $14,868 at 6%. |
| San Mateo Credit Union 401K Plan | - | 106 | $587,897 | $544,902 | $5,141iApproximate average salary by contribution assumption: employee only about $128,515 at 4% or $85,676 at 6%; with 50% employer match about $85,676 at 4% or $57,118 at 6%; with 100% employer match about $64,257 at 4% or $42,838 at 6%. |