401(k) · DOL Form 5500 · 2022
Coosa Valley Credit Union 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 101
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $72,883
- Avg per participant Below avg balance/head
Official DOL plan name: Coosa Valley Credit Union Retirement Savings Plan · Sponsored by Coosa Valley Credit Union · Georgia · Finance & Insurance
$7M in assets, 101 participants
Coosa Valley Credit Union's Coosa Valley Credit Union Retirement Savings Plan reported $7M in total assets and 101 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #3,891 in Finance & Insurance (9,261 peers)
Coverage in Georgia
Coosa Valley Credit Union Retirement Savings Plan covers 101 participants in Georgia, about 9% of the average Georgia filer (state average ~1,096 per filing). Assets: $7M.
- #3,891
- in Finance & Insurance (9,261 peers)
- -9.0%
- assets change YoY
The plan reported a net loss of $729K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Coosa Valley Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers
Coosa Valley Credit Union Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,361,181 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Coosa Valley Credit Union Retirement Savings 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. Coosa Valley Credit Union Retirement Savings Plan sits mid-pack in the medium band (101 participants).
Published 5500 schedule card
Filing strip 580664019 · Coosa Valley Credit Union PY 2022 · 401(k)
Coosa Valley Credit Union Retirement Savings Plan · $7M · 101 · 59th
- BOOK $7M
- BOOK 101
- BOOK 59th
- BOOK 401(k)
- BOOK near Employ Source Inc. 401(k) Plan
- BOOK ind #3891
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 →
Coosa Valley Credit Union Retirement Savings Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$729K |
| Employer EIN | 580664019 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Coosa Valley Credit Union)
Sponsor-wide plan assets over time
All Coosa Valley Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 47.48322314041728% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 101 | $7M |
| 2023 | 1 | 112 | $9M |
| 2024 | 1 | 127 | $11M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Coosa Valley Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Employ Source Inc. 401(k) Plan in IL ($7M); by covered participants it is General Service Bureau and Early Out Services Employees Savings Plan in NE (101 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Employ Source Inc. 401(k) Plan (IL) $7M · 502
- Media Advocates 401(k) Plan (DC) $7M · 170
- Chestnut Ridge Foam, Inc. Retirement Savings Plan (PA) $7M · 123
- Marinus Pharmaceuticals, Inc. 401(k) Plan (PA) $7M · 116
Similar participant headcount
Nearest other-state filings by covered participants (101 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.