401(k) · DOL Form 5500 · 2022

Southeast Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
111
Participants Small participant base
70th
Percentile by assets National rank
$118,972
Avg per participant Near avg balance/head
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Official DOL plan name: Southeast Financial Credit Union 401(k) Plan and Trust · Sponsored by Southeast Financial Credit Union · Tennessee · Finance & Insurance

$13M in assets, 111 participants

Southeast Financial Credit Union's Southeast Financial Credit Union 401(k) Plan and Trust reported $13M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,030 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Southeast Financial Credit Union 401(k) Plan and Trust covers 111 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#5,030
in Finance & Insurance (9,261 peers)
-9.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$13,205,929 Top 30% higher than 70% 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

Southeast Financial 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. Southeast Financial Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 620382058 · Southeast Financial Credit Union PY 2022 · 401(k)

Southeast Financial Credit Union 401(k) Plan and Trust · $13M · 111 · 70th

  • PART $13M
  • TYPE 111
  • NET 70th
  • BOOK 401(k)
  • VS-ST near Sun Pacific 401(k) Retirement Savings Plan
  • BOY ind #5030

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 Tennessee →

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

Southeast Financial Credit Union 401(k) Plan and TrustSoutheast Financial Credit U…$13MSun Pacific 401(k) Retirement Savings PlanSun Pacific 401(k) Retiremen…$13MMerrimack Pharmaceuticals, Inc. 401(k) Retirement PlanMerrimack Pharmaceuticals, I…$13MNorth Ottawa Community Hospital 401(k) Retirement PlanNorth Ottawa Community Hospi…$13MF.L. Crane & Sons, Inc. 401(k) PlanF.L. Crane & Sons, Inc. 401(…$13M
End-of-year total assets ($M) among Southeast Financial Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN620382058
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Financial Credit Union)

Sponsor-wide plan assets over time

All Southeast Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.19435435727969% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $27M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 222 $22M
2023 2 219 $25M
2024 2 224 $27M

Nearby 401(k) Plans in Tennessee

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

Southeast Financial Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Southeast Financial Credit Union 401(k) Plan and Trust, Total assets ($B): 0.013205929 · Participants: 111Southeast Financial Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Southeast Financial Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southeast Financial Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Sun Pacific 401(k) Retirement Savings Plan in CA ($13M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Southeast Financial Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Southeast Financial Credit Union 401(k) Plan and Trust pulled back noticeably - down 9.3% during 2022, from $15M to $13M. Reported net income was -$1M.
How have Southeast Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Financial Credit Union's sponsor-wide assets grew 21.2%, from $22M to $27M.
Which 401(k) plans are similar in size to Southeast Financial Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sun Pacific 401(k) Retirement Savings Plan in CA ($13M, 1,622 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Financial Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 620382058.

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.