401(k) · DOL Form 5500 · 2022

Truliant Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
734
Participants Near avg headcount
88th
Percentile by assets National rank
$65,280
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Truliant Federal Credit Union 401(k) Plan and Trust · Sponsored by Truliant Federal Credit Union · North Carolina · Finance & Insurance

$48M in assets, 734 participants

Truliant Federal Credit Union's Truliant Federal Credit Union 401(k) Plan and Trust reported $48M in total assets and 734 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,425 in Finance & Insurance (9,261 peers)

Where Truliant Federal Credit Union 401(k) Plan and Trust sits by assets

Truliant Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $48M for 734 participants (~$65,280/participant), down 11.8% in 2022.

#7,425
in Finance & Insurance (9,261 peers)
-11.8%
assets change YoY
0.5×
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.

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

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

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

$47,915,438 Top 12% higher than 88% 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

Truliant Federal 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. Truliant Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (734 participants).

Published 5500 schedule card

Filing strip 560582032 · Truliant Federal Credit Union PY 2022 · 401(k)

Truliant Federal Credit Union 401(k) Plan and Trust · $48M · 734 · 88th

  • IND $48M
  • IND 734
  • IND 88th
  • IND 401(k)
  • IND near Schonfeld 401(k) Plan
  • IND ind #7425

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 →

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

Truliant Federal Credit Union 401(k) Plan and TrustTruliant Federal Credit Unio…$48MHamilton, Brook, Smith & Reynolds, P.C. 401(k) Profit Sharing PlanHamilton, Brook, Smith & Rey…$48MMphasis Corporation 401(k) PlanMphasis Corporation 401(k) P…$48MSchonfeld 401(k) Plan$48MS/a/R Academy 401(k) Plan$48M
End-of-year total assets ($M) among Truliant Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$48M
Net Income-$6M
Employer EIN560582032
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truliant Federal Credit Union)

Sponsor-wide plan assets over time

All Truliant Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$173M 34.457176788367235% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $129M $173M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 1,353 $129M
2023 2 1,615 $157M
2024 2 1,652 $173M

Nearby 401(k) Plans in North Carolina

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

Truliant Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Truliant Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.047915438 · Participants: 734Truliant Federal Credit Union 401(k) Plan and TrustThe 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
Truliant Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Truliant Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Schonfeld 401(k) Plan in NY ($48M); by covered participants it is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (734 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (734 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 Truliant Federal Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Truliant Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 11.8% during 2022, from $54M to $48M. Reported net income was -$6M.
How have Truliant Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truliant Federal Credit Union's sponsor-wide assets grew 34.5%, from $129M to $173M.
Where does Truliant Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Truliant Federal Credit Union 401(k) Plan and Trust ranks in the 88th 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 Truliant Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Schonfeld 401(k) Plan in NY ($48M, 406 participants).
Which 401(k) plans cover a similar participant headcount to Truliant Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (734 participants, $11M 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 560582032.

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.