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  2. DOWNEY FEDERAL CREDIT UNION
Sponsor portfolioTH

DOWNEY FEDERAL CREDIT UNION

EIN 95-2036330-financial services-Latest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
152
8237 3RD STREET - DOWNEY, CA 902413718562-862-8141downeyfcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#001MoneyPurchase-$3.6M - 73 part#002401k-$3.0M - 79 part

Retirement portfolio analytics

2 plans aggregated / $6.6M assets / 152 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • PLAN AND TRUST (#001)54%
  • PLAN AND TRUST (#002)46%
Total $6.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)79
  • PLAN AND TRUST (#001)73
Total 152Click 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

DOWNEY FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

MoneyPurchase

Assets$3.6M
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002

DOWNEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$3.0M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DOWNEY FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUSTMoneyPurchase$3.6M732025
002DOWNEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST401k$3.0M792025
Retirement plans
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