401(k) · DOL Form 5500 · 2022

Georgia's Own Credit Union 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
542
Participants Below avg headcount
89th
Percentile by assets National rank
$103,625
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Georgia's Own Credit Union Employees Savings Plan & Trust · Sponsored by Georgia's Own Credit Union · Georgia · Finance & Insurance

$56M in assets, 542 participants

Georgia's Own Credit Union's Georgia's Own Credit Union Employees Savings Plan & Trust reported $56M in total assets and 542 participants in its 2022 DOL Form 5500 filing, ranking in the 89th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #7,607 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Georgia's Own Credit Union Employees Savings Plan & Trust covers 542 participants in Georgia, about 49% of the average Georgia filer (state average ~1,096 per filing). Assets: $56M.

#7,607
in Finance & Insurance (9,261 peers)
-1.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $807K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Georgia's Own Credit Union Employees Savings Plan & Trust's outsized position by total assets

Georgia's Own Credit Union Employees Savings Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$56,164,895 Top 11% higher than 89% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Georgia's Own Credit Union Employees Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgia's Own Credit Union Employees Savings Plan & Trust sits mid-pack in the medium band (542 participants).

Form 5500 schedule snapshot

Filing strip 580147128 · Georgia's Own Credit Union PY 2022 · 401(k)

Georgia's Own Credit Union Employees Savings Plan & Trust · $56M · 542 · 89th

  • VS-ST $56M
  • VS-ST 542
  • VS-ST 89th
  • VS-ST 401(k)
  • VS-ST near Security Plus Retirement Savings Plan
  • VS-ST ind #7607

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Georgia →

Georgia's Own Credit Union Employees Savings Plan & Trust in the asset neighbourhood

Tdk - Lambda Americas Inc. 401(k) PlanTdk - Lambda Americas Inc. 4…$56MAsgn Incorporated 401(k) Retirement Savings PlanAsgn Incorporated 401(k) Ret…$56MTension Envelope Corporation 401(k) PlanTension Envelope Corporation…$56MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$56MSecurity Plus Retirement Savings PlanSecurity Plus Retirement Sav…$56M
End-of-year total assets ($M) among Georgia's Own Credit Union Employees Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$57M
Net Assets (End of Year)$56M
Net Income-$807K
Employer EIN580147128
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia's Own Credit Union)

Sponsor-wide plan assets over time

All Georgia's Own Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 56.470175899020205% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.2M $87.9M ▲ +56.5%
Year Plans Participants Total Assets
2022 2 729 $56M
2023 1 673 $73M
2024 1 695 $88M

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Georgia's Own Credit Union Employees Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Georgia's Own Credit Union Employees Savings Plan & Trust, Total assets ($B): 0.056164895 · Participants: 542Georgia's Own Credit Union Employees Savings Plan & TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Georgia's Own Credit Union Employees Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Georgia's Own Credit Union Employees Savings Plan & Trust side-by-side with 3 peers →

Georgia's Own Credit Union Employees Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Security Plus Retirement Savings Plan in WA ($56M); by covered participants it is The Lemoine Company, LLC 401(k) Plan in LA (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Georgia's Own Credit Union Employees Savings Plan & Trust assets move in 2022? ▼
Georgia's Own Credit Union Employees Savings Plan & Trust edged down modestly - down 1.4% during 2022, from $57M to $56M. Reported net income was -$807K.
How have Georgia's Own Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgia's Own Credit Union's sponsor-wide assets grew 56.5%, from $56M to $88M.
Where does Georgia's Own Credit Union Employees Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Georgia's Own Credit Union Employees Savings Plan & Trust ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Georgia's Own Credit Union Employees Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Security Plus Retirement Savings Plan in WA ($56M, 829 participants).
Which 401(k) plans cover a similar participant headcount to Georgia's Own Credit Union Employees Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is The Lemoine Company, LLC 401(k) Plan in LA (542 participants, $21M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580147128.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.