Cu Cooperative Systems 401(k) plan

Cu Cooperative Systems, Inc., Rancho Cucamonga, CA. EIN 95-3732627. Annual reports 2009–2024.

Cu Cooperative Systems, Inc. has one active retirement plan on file, the Co-Op Solutions 401(k) Retirement Plan, with 5,556 participants and $214 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Cu Cooperative Systems's filings since 2009.

Active plans: 1
Participants: 5,556
Plan assets: $214 million
401(k) recordkeeper: Fidelity
Plans on file: 1
Industry: Finance and insurance

The plan

Co-Op Solutions 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 033Employer EIN 95-3732627
Participants (2024): 5,556
Net assets (2024): $214 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Cu Cooperative Systems, Inc.
9692 Haven Avenue Suite 300
Rancho Cucamonga, CA 91730
(800) 782-9042As filed for 2024
In effect since: January 1, 1993

Earlier plan names: Cu Cooperative Systems, Inc. Employee Retirement Savings Plan; Co-Op 401(k) Retirement Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	5,556	$214 million	Fidelity
2023	2,403	$184 million	Fidelity
2022	2,412	$152 million	Fidelity
2021	2,134	$172 million	Fidelity
2020	2,001	$135 million	Fidelity
2019	2,112	$108 million	Fidelity
2018	1,848	$81.8 million	Fidelity
2017	1,704	$85.2 million	Fidelity
2016	922	$51.7 million	Fidelity
2015	913	$47.9 million	Fidelity
2014	792	$43.8 million	Fidelity
2013	771	$38.6 million	Fidelity
2012	714	$30.5 million	Fidelity
2011	678	$23.5 million	Fidelity
2010	754	$21.5 million	Fidelity
2009	921	$15.3 million	Fidelity

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Co-Op Solutions 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((800) 782-9042). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Co-Op Solutions 401(k) Retirement Plan

If you had money in one of these plans

What these numbers are

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