401(k) · DOL Form 5500 · 2022

Avadian Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
253
Participants Below avg headcount
75th
Percentile by assets National rank
$69,830
Avg per participant Below avg balance/head
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Official DOL plan name: Avadian Credit Union 401(k) Plan · Sponsored by Avadian Credit Union · Alabama · Finance & Insurance

$18M in assets, 253 participants

Avadian Credit Union's Avadian Credit Union 401(k) Plan reported $18M in total assets and 253 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,661 in Finance & Insurance (9,261 peers)

Where Avadian Credit Union 401(k) Plan sits by assets

Avadian Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $18M for 253 participants (~$69,830/participant), down 20.0% in 2022.

#5,661
in Finance & Insurance (9,261 peers)
-20.0%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avadian Credit Union 401(k) Plan's outsized position by total assets

Avadian Credit Union 401(k) Plan vs every filed plan by assets

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

$17,666,872 Top 25% higher than 75% 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

Avadian Credit Union 401(k) 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. Avadian Credit Union 401(k) Plan sits mid-pack in the medium band (253 participants).

DOL schedule card

Filing strip 630207315 · Avadian Credit Union PY 2022 · 401(k)

Avadian Credit Union 401(k) Plan · $18M · 253 · 75th

  • NET $18M
  • BOOK 253
  • VS-ST 75th
  • BOY 401(k)
  • SCH near Martin, Pringle, Oliver, Wallace & Bauer, L.L.P. Retirement Plan and Trust Agreement
  • EBSA ind #5661

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 Alabama →

Avadian Credit Union 401(k) Plan in the asset neighbourhood

Avadian Credit Union 401(k) PlanAvadian Credit Union 401(k) …$18MMartin, Pringle, Oliver, Wallace & Bauer, L.L.P. Retirement Plan and Trust AgreementMartin, Pringle, Oliver, Wal…$18MSweetgreen, Inc. 401(k) Plan$18MMechanical Contractors, LLC 401(k) PlanMechanical Contractors, LLC …$18MDiversified Technologies 401(k) PlanDiversified Technologies 401…$18M
End-of-year total assets ($M) among Avadian Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$4M
Employer EIN630207315
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avadian Credit Union)

Sponsor-wide plan assets over time

All Avadian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 25.399745556796262% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.5M $62.1M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 361 $50M
2023 2 359 $57M
2024 2 359 $62M

Nearby 401(k) Plans in Alabama

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

Avadian Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Avadian Credit Union 401(k) Plan, Total assets ($B): 0.017666872 · Participants: 253Avadian Credit Union 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Avadian Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Avadian Credit Union 401(k) Plan side-by-side with 3 peers →

Avadian Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Martin, Pringle, Oliver, Wallace & Bauer, L.L.P. Retirement Plan and Trust Agreement in KS ($18M); by covered participants it is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (253 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 Avadian Credit Union 401(k) Plan assets move in 2022? ▼
Avadian Credit Union 401(k) Plan declined sharply - down 20.0% during 2022, from $22M to $18M. Reported net income was -$4M.
How have Avadian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avadian Credit Union's sponsor-wide assets grew 25.4%, from $50M to $62M.
Where does Avadian Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Avadian Credit Union 401(k) Plan ranks in the 75th 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 Avadian Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Martin, Pringle, Oliver, Wallace & Bauer, L.L.P. Retirement Plan and Trust Agreement in KS ($18M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Avadian Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hefren-Tillotson, Inc. Retirement Income Plan and Trust in PA (253 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 630207315.

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.