How big is Valley Oak Credit Union's plan?

Valley Oak Credit Union's plan reported $1.6M in assets and 20 participants for 2024.

Original filing (PDF)20250518165715NAL0000462000001

Valley Oak Credit Union

Name: Valley Oak Credit Union — Valley Oak Credit Union, Form 5500 (2024)
Creator: Valley Oak Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Valley Oak Credit Union 401(k) Plan

401(k) retirement plan · Valley Oak Credit Union's Valley Oak Credit Union 401(k) Plan held $1.6M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

ALAN Arthur Cortum signed Valley Oak Credit Union's 2024 Form 5500 as plan administrator.

ALAN Arthur Cortum — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Valley Oak Credit Union's EIN is 94-1384575.

EIN 94-1384575

Plan number 002

Plan year 2024

ACK ID 20250518165715NAL0000462000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Valley Oak Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Valley Oak Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for VALLEY OAK CREDIT UNION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score