Defined Benefit (Pension) · DOL Form 5500 · 2022

Georgias Own Credit Union Pension Plan

Data updated 2026-08-25

N/A
Total assets
187
Participants Below avg headcount
PlainRetire home → About this data RSS: change history

Official DOL plan name: Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Georgias Own Credit Union · Georgia · Finance & Insurance

N/A in assets, 187 participants

Georgias Own Credit Union's Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust reported N/A in total assets and 187 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

Coverage in Georgia

Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust covers 187 participants in Georgia, about 17% of the average Georgia filer (state average ~1,096 per filing). Assets: N/A.

-$31M
reported net income

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Georgia's Own Credit Union Cash Balance Defined Benefit Plan and 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 Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (187 participants).

EBSA filing schedule strip

Filing strip 580147128 · Georgias Own Credit Union PY 2022 · Defined Benefit (Pension)

Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust · N/A · 187

  • VS-ST N/A
  • BOY 187
  • SCH PY 2022
  • EBSA Defined Benefit (Pension)
  • PART near Associated Medical Professionals of Ny, PLLC Employees' Defined Benefit Pension Plan
  • TYPE -$31M

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 filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)N/A
Net Income-$31M
Employer EIN580147128
Plan Effective Date1964-01-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgias Own Credit Union)

Sponsor-wide plan assets over time

All Georgias 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 Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 5 data points. 050000100000150000200000 510152025 Total assets ($B) Participants UPS Retirement Plan, Total assets ($B): 22.022408253 · Participants: 52821UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 14.822086516 · Participants: 25663The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 11.867504693 · Participants: 68592UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.568572149 · Participants: 151682UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.354895526 · Participants: 15951Delta Retirement Plan
Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants

Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust's closest out-of-state Defined Benefit (Pension) peers by headcount

Outside Georgia, the nearest Defined Benefit (Pension) by covered participants is Associated Medical Professionals of Ny, PLLC Employees' Defined Benefit Pension Plan in NY (187 participants; this filing: 187 participants).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 have Georgias Own Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Georgias Own Credit Union's sponsor-wide assets grew 56.5%, from $56M to $88M.
Which Defined Benefit (Pension) plans cover a similar participant headcount to Georgia's Own Credit Union Cash Balance Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Associated Medical Professionals of Ny, PLLC Employees' Defined Benefit Pension Plan in NY (187 participants, N/A in assets).