401(k) · DOL Form 5500 · 2022

Allegacy Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
370
Participants Below avg headcount
86th
Percentile by assets National rank
$102,822
Avg per participant Below avg balance/head
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Official DOL plan name: Allegacy Retirement Savings Plan · Sponsored by Allegacy Federal Credit Union · North Carolina · Finance & Insurance

$38M in assets, 370 participants

Allegacy Federal Credit Union's Allegacy Retirement Savings Plan reported $38M in total assets and 370 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,092 in Finance & Insurance (9,261 peers)

Coverage in North Carolina

Allegacy Retirement Savings Plan covers 370 participants in North Carolina, about 45% of the average North Carolina filer (state average ~819 per filing). Assets: $38M.

#7,092
in Finance & Insurance (9,261 peers)
-13.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Allegacy Retirement Savings Plan's outsized position by total assets

Allegacy Retirement Savings Plan vs every filed plan by assets

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

$38,044,005 Top 14% higher than 86% 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

Allegacy Retirement Savings 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. Allegacy Retirement Savings Plan sits mid-pack in the medium band (370 participants).

Plan-year Form 5500 strip

Filing strip 566087383 · Allegacy Federal Credit Union PY 2022 · 401(k)

Allegacy Retirement Savings Plan · $38M · 370 · 86th

  • PART $38M
  • TYPE 370
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Enpro Incorporated Profit Sharing and 401(k) Savings Plan
  • BOY ind #7092

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 North Carolina →

Allegacy Retirement Savings Plan in the asset neighbourhood

Allegacy Retirement Savings PlanAllegacy Retirement Savings …$38MEnpro Incorporated Profit Sharing and 401(k) Savings PlanEnpro Incorporated Profit Sh…$38MSpencer Gifts LLC 401(k) Plan$38MWimberly Allison Tong & Goo, Inc. 401(k) Profit Sharing PlanWimberly Allison Tong & Goo,…$38MCathay Pacific Airways Limited Salary Savings PlanCathay Pacific Airways Limit…$38M
End-of-year total assets ($M) among Allegacy Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$38M
Net Income-$6M
Employer EIN566087383
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegacy Federal Credit Union)

Sponsor-wide plan assets over time

All Allegacy Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 35.688085415823075% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38M $51.6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 370 $38M
2023 1 400 $46M
2024 1 393 $52M

Nearby 401(k) Plans in North Carolina

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

Allegacy Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Allegacy Retirement Savings Plan, Total assets ($B): 0.038044005 · Participants: 370Allegacy Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Allegacy Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Allegacy Retirement Savings Plan side-by-side with 3 peers →

Allegacy Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Enpro Incorporated Profit Sharing and 401(k) Savings Plan in IL ($38M); by covered participants it is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Allegacy Retirement Savings Plan assets move in 2022? ▼
Allegacy Retirement Savings Plan pulled back noticeably - down 13.4% during 2022, from $44M to $38M. Reported net income was -$6M.
How have Allegacy Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegacy Federal Credit Union's sponsor-wide assets grew 35.7%, from $38M to $52M.
Where does Allegacy Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allegacy Retirement Savings Plan ranks in the 86th 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 Allegacy Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Enpro Incorporated Profit Sharing and 401(k) Savings Plan in IL ($38M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Allegacy Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spirit of Texas Bank 401(k) Retirement Plan in TX (370 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 566087383.

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.