401(k) · DOL Form 5500 · 2022

Kinetic Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
131
Participants Small participant base
73rd
Percentile by assets National rank
$116,444
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kinetic Credit Union 401(k) Plan and Trust · Sponsored by Kinetic Credit Union · Georgia · Finance & Insurance

$15M in assets, 131 participants

Kinetic Credit Union's Kinetic Credit Union 401(k) Plan and Trust reported $15M in total assets and 131 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,356 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Kinetic Credit Union 401(k) Plan and Trust covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $15M.

#5,356
in Finance & Insurance (9,261 peers)
-13.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$15,254,187 Top 27% higher than 73% 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

Kinetic 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. Kinetic Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (131 participants).

Form 5500 schedule snapshot

Filing strip 580667515 · Kinetic Credit Union PY 2022 · 401(k)

Kinetic Credit Union 401(k) Plan and Trust · $15M · 131 · 73rd

  • SCH $15M
  • SCH 131
  • SCH 73rd
  • SCH 401(k)
  • SCH near Baim Institute for Clinical Research 401(k) Plan
  • SCH ind #5356

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 →

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

Kinetic Credit Union 401(k) Plan and TrustKinetic Credit Union 401(k) …$15MBaim Institute for Clinical Research 401(k) PlanBaim Institute for Clinical …$15MTls Corporation 401(k) Plan$15MLiferay, Inc. 401(k) Profit Sharing PlanLiferay, Inc. 401(k) Profit …$15MThorek Memorial Hospital 401(k) PlanThorek Memorial Hospital 401…$15M
End-of-year total assets ($M) among Kinetic 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)$18M
Net Assets (End of Year)$15M
Net Income-$2M
Employer EIN580667515
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kinetic Credit Union)

Sponsor-wide plan assets over time

All Kinetic Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 39.22823287796328% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.3M $21.2M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 131 $19M
2024 1 133 $21M

Nearby 401(k) Plans in Georgia

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

Kinetic 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 ($B) Participants Kinetic Credit Union 401(k) Plan and Trust, Total assets ($B): 0.015254187 · Participants: 131Kinetic 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
Kinetic Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Kinetic Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Kinetic 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 Baim Institute for Clinical Research 401(k) Plan in MA ($15M); by covered participants it is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Kinetic Credit Union 401(k) Plan and Trust assets move in 2022? ▼
Kinetic Credit Union 401(k) Plan and Trust pulled back noticeably - down 13.8% during 2022, from $18M to $15M. Reported net income was -$2M.
How have Kinetic Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kinetic Credit Union's sponsor-wide assets grew 39.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Kinetic Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Baim Institute for Clinical Research 401(k) Plan in MA ($15M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Kinetic Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Premium Brands Holdings Corporation Retirement Plan in WA (131 participants, $4M 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 580667515.

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.