401(k) · DOL Form 5500 · 2022
Alabama Credit Union 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 273
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $89,437
- Avg per participant Below avg balance/head
Official DOL plan name: Alabama Credit Union Capital Accumulation Plan · Sponsored by Alabama Credit Union · Alabama · Finance & Insurance
$24M in assets, 273 participants
Alabama Credit Union's Alabama Credit Union Capital Accumulation Plan reported $24M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.
- #6,315 in Finance & Insurance (9,261 peers)
Where Alabama Credit Union Capital Accumulation Plan sits by assets
Alabama Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $24M for 273 participants (~$89,437/participant), down 10.6% in 2022.
- #6,315
- in Finance & Insurance (9,261 peers)
- -10.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alabama Credit Union Capital Accumulation Plan's outsized position by total assets
Alabama Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$24,416,387 Top 20% higher than 80% 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
Alabama Credit Union Capital Accumulation 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. Alabama Credit Union Capital Accumulation Plan sits mid-pack in the medium band (273 participants).
EBSA filing schedule strip
Filing strip 630440014 · Alabama Credit Union PY 2022 · 401(k)
Alabama Credit Union Capital Accumulation Plan · $24M · 273 · 80th
- IND $24M
- EOY 273
- 5500 80th
- ASSETS 401(k)
- PCT near Manhard Consulting, Ltd. Cash or Deferred Profit Sharing Plan
- EIN ind #6315
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 →
Alabama Credit Union Capital Accumulation Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $27M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | -$3M |
| Employer EIN | 630440014 |
| Plan Effective Date | 1963-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alabama Credit Union)
Sponsor-wide plan assets over time
All Alabama Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 47.80153181549752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $24M |
| 2023 | 1 | 290 | $31M |
| 2024 | 1 | 332 | $36M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Alabama Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Manhard Consulting, Ltd. Cash or Deferred Profit Sharing Plan in IL ($24M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Manhard Consulting, Ltd. Cash or Deferred Profit Sharing Plan (IL) $24M · 240
- Degreed, Inc. 401(k) Plan (CA) $24M · 428
- Rwc International, Ltd. Profit Sharing and 401(k) Plan (AZ) $24M · 543
- Jones Companies 401(k) Plan (MS) $24M · 726
Similar participant headcount
Nearest other-state filings by covered participants (273 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.