401(k) · DOL Form 5500 · 2022
Georgia United Credit Union 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 308
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $109,967
- Avg per participant Below avg balance/head
Official DOL plan name: Georgia United Credit Union 401(k) Plan and Trust · Sponsored by Georgia United Credit Union · Georgia · Finance & Insurance
$34M in assets, 308 participants
Georgia United Credit Union's Georgia United Credit Union 401(k) Plan and Trust reported $34M in total assets and 308 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #6,895 in Finance & Insurance (9,261 peers)
Coverage in Georgia
Georgia United Credit Union 401(k) Plan and Trust covers 308 participants in Georgia, about 28% of the average Georgia filer (state average ~1,096 per filing). Assets: $34M.
- #6,895
- in Finance & Insurance (9,261 peers)
- -13.9%
- assets change YoY
- 0.3×
- 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.
Georgia United Credit Union 401(k) Plan and Trust's outsized position by total assets
Georgia United Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$33,869,711 Top 16% higher than 84% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Georgia United Credit Union 401(k) 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 United Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (308 participants).
EBSA filing schedule strip
Filing strip 580800932 · Georgia United Credit Union PY 2022 · 401(k)
Georgia United Credit Union 401(k) Plan and Trust · $34M · 308 · 84th
- BOOK $34M
- VS-ST 308
- BOY 84th
- SCH 401(k)
- EBSA near Hager Hinge Company Savings Retirement Plan
- PART ind #6895
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 United Credit Union 401(k) Plan and Trust in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$5M |
| Employer EIN | 580800932 |
| Plan Effective Date | 1968-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Georgia United Credit Union)
Sponsor-wide plan assets over time
All Georgia United Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 37.371107181871146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 308 | $34M |
| 2023 | 1 | 315 | $41M |
| 2024 | 1 | 341 | $47M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Georgia United Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Hager Hinge Company Savings Retirement Plan in MO ($34M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (308 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
- Hager Hinge Company Savings Retirement Plan (MO) $34M · 362
- M-L Holdings Company Retirement Savings Plan (CO) $34M · 785
- Allsup, LLC Retirement Savings Plan (IL) $34M · 416
- Kta Tator, Inc. 401(k) Profit Sharing Plan (PA) $34M · 282
Similar participant headcount
Nearest other-state filings by covered participants (308 participants); asset peers above are excluded.
- Big Village Group USA Retirement Savings Plan (NJ) 308 · 0 off
- Techserv Consulting & Training, Ltd. 401(k) Plan (TX) 308 · 0 off
- Cb Insights 401(k) Plan (NY) 308 · 0 off
- General Pet 401(k) Plan (CA) 308 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.