PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BAY AREA CREDIT UNION INC.
Sponsor portfolioTH

BAY AREA CREDIT UNION INC.

EIN 34-4360015-banking-Latest filing 2025
Plans
3
Retirement
3
$3.7M assets
Welfare
0
Participants
48
4202 NAVARRE AVENUE - OREGON, OH 436163562419-698-2962bayareacu.comLinkedIn11-50 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$2.2M - 26 part#002401k-$872K - 7 part#003401k-$587K - 15 part

Retirement portfolio analytics

3 plans aggregated / $3.7M assets / 48 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • DEFINED BENEFIT PLAN (#001)60%
  • UNION INC. 401(K) (#002)24%
  • MAY 1, 2010 (#003)16%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED BENEFIT PLAN (#001)26
  • MAY 1, 2010 (#003)15
  • UNION INC. 401(K) (#002)7
Total 48Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BAY AREA CREDIT UNION INC DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.2M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

BAY AREA CREDIT UNION INC. 401(K) PLAN

401k

Assets$872K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

BAY AREA CREDIT UNION INC 401(K) PLAN EFFECTIVE MAY 1, 2010

401k

Assets$587K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001BAY AREA CREDIT UNION INC DEFINED BENEFIT PLANTraditionalDB$2.2M262024
002BAY AREA CREDIT UNION INC. 401(K) PLAN401k$872K72025
003BAY AREA CREDIT UNION INC 401(K) PLAN EFFECTIVE MAY 1, 2010401k$587K152025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica