401(k) · DOL Form 5500 · 2022

Associated Credit Union 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
327
Participants Below avg headcount
86th
Percentile by assets National rank
$116,956
Avg per participant Below avg balance/head
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Official DOL plan name: Associated Credit Union 401(k) Plan and Trust · Sponsored by Associated Credit Union · Georgia · Finance & Insurance

$38M in assets, 327 participants

Associated Credit Union's Associated Credit Union 401(k) Plan and Trust reported $38M in total assets and 327 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.

  • #7,099 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Associated Credit Union 401(k) Plan and Trust covers 327 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $38M.

#7,099
in Finance & Insurance (9,261 peers)
-15.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Credit Union 401(k) Plan and Trust's outsized position by total assets

Associated Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$38,244,473 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

Associated 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. Associated Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (327 participants).

Plan-year Form 5500 strip

Filing strip 580240950 · Associated Credit Union PY 2022 · 401(k)

Associated Credit Union 401(k) Plan and Trust · $38M · 327 · 86th

  • VS-ST $38M
  • VS-ST 327
  • VS-ST 86th
  • VS-ST 401(k)
  • VS-ST near Bartlett & West, Inc. 401(k) Profit Sharing Plan
  • VS-ST ind #7099

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 →

Associated Credit Union 401(k) Plan and Trust in the asset neighbourhood

Associated Credit Union 401(k) Plan and TrustAssociated Credit Union 401(…$38MBartlett & West, Inc. 401(k) Profit Sharing PlanBartlett & West, Inc. 401(k)…$38MCarousel Motor Group 401(k) Savings PlanCarousel Motor Group 401(k) …$38MInalfa Roof Systems, Inc. 401(k) Profit Sharing PlanInalfa Roof Systems, Inc. 40…$38MRockpoint Group, LLC 401(k) Profit Sharing Plan and TrustRockpoint Group, LLC 401(k) …$38M
End-of-year total assets ($M) among Associated Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$38M
Net Income-$7M
Employer EIN580240950
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Credit Union)

Sponsor-wide plan assets over time

All Associated Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.155243399484156% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.2M $48.3M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 327 $38M
2023 1 333 $42M
2024 1 352 $48M

Nearby 401(k) Plans in Georgia

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

Associated Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Associated Credit Union 401(k) Plan and Trust, Total assets ($B): 0.038244473 · Participants: 327Associated Credit Union 401(k) Plan and 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
Associated Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Associated Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Associated 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 Bartlett & West, Inc. 401(k) Profit Sharing Plan in KS ($38M); by covered participants it is Everlaw, Inc. 401(k) Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Associated Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Associated Credit Union 401(k) Plan and Trust declined sharply - down 15.5% during 2022, from $45M to $38M. Reported net income was -$7M.
How have Associated Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Credit Union's sponsor-wide assets grew 26.2%, from $38M to $48M.
Where does Associated Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Credit Union 401(k) Plan and Trust 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 Associated Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bartlett & West, Inc. 401(k) Profit Sharing Plan in KS ($38M, 333 participants).
Which 401(k) plans cover a similar participant headcount to Associated Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Everlaw, Inc. 401(k) Plan in CA (327 participants, $18M 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 580240950.

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.