401(k) · DOL Form 5500 · 2022

Truity Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
201
Participants Below avg headcount
80th
Percentile by assets National rank
$122,212
Avg per participant Near avg balance/head
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Official DOL plan name: Truity Federal Credit Union Capital Accumulation Plan · Sponsored by Truity Federal Credit Union · Oklahoma · Finance & Insurance

$25M in assets, 201 participants

Truity Federal Credit Union's Truity Federal Credit Union Capital Accumulation Plan reported $25M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,328 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Truity Federal Credit Union Capital Accumulation Plan covers 201 participants in Oklahoma, about 26% of the average Oklahoma filer (state average ~760 per filing). Assets: $25M.

#6,328
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Truity Federal Credit Union Capital Accumulation Plan's outsized position by total assets

Truity Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$24,564,666 Top 20% higher than 80% 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

Truity Federal Credit Union Capital Accumulation Plan 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. Truity Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (201 participants).

Form 5500 schedule snapshot

Filing strip 730561962 · Truity Federal Credit Union PY 2022 · 401(k)

Truity Federal Credit Union Capital Accumulation Plan · $25M · 201 · 80th

  • BOOK $25M
  • VS-ST 201
  • BOY 80th
  • SCH 401(k)
  • EBSA near Florida Multiemployer 401(k) Plan
  • PART ind #6328

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 Oklahoma →

Truity Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Dopkins & Company Profit Sharing and Employee Savings PlanDopkins & Company Profit Sha…$25MColtene/Whaledent, Inc. Profit Sharing PlanColtene/Whaledent, Inc. Prof…$25MTruity Federal Credit Union Capital Accumulation PlanTruity Federal Credit Union …$25MFlorida Multiemployer 401(k) PlanFlorida Multiemployer 401(k)…$25MAircastle Advisor LLC 401(k) PlanAircastle Advisor LLC 401(k)…$25M
End-of-year total assets ($M) among Truity Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$25M
Net Income-$5M
Employer EIN730561962
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truity Federal Credit Union)

Sponsor-wide plan assets over time

All Truity Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 40.70683883916843% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $34.6M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 201 $25M
2023 1 206 $29M
2024 1 229 $35M

Nearby 401(k) Plans in Oklahoma

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

Truity Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Truity Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.024564666 · Participants: 201Truity Federal Credit Union Capital Accumulation PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Truity Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Truity Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Truity Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Florida Multiemployer 401(k) Plan in FL ($25M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Truity Federal Credit Union Capital Accumulation Plan assets move in 2022? ▼
Truity Federal Credit Union Capital Accumulation Plan declined sharply - down 17.6% during 2022, from $30M to $25M. Reported net income was -$5M.
How have Truity Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truity Federal Credit Union's sponsor-wide assets grew 40.7%, from $25M to $35M.
Where does Truity Federal Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Truity Federal Credit Union Capital Accumulation Plan ranks in the 80th 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 Truity Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Florida Multiemployer 401(k) Plan in FL ($25M, 730 participants).
Which 401(k) plans cover a similar participant headcount to Truity Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants, N/A 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 730561962.

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.