401(k) · DOL Form 5500 · 2023

Georgia's Own Credit Union 401(k) Plan

Data updated 2026-08-11

$73M
Total assets: 673
Participants: 89th
Percentile by assets: $107,787
Avg per participant

Official DOL plan name: Georgia's Own Credit Union Employees Savings Plan & Trust · Sponsored by Georgia's Own Credit Union · Georgia · Finance & Insurance

$73M in assets, 673 participants

Georgia's Own Credit Union's Georgia's Own Credit Union Employees Savings Plan & Trust reported $73M in total assets and 673 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

89th percentile by assets (of 127,072 plans)
#7,345 in Finance & Insurance (8,869 peers)

Where Georgia's Own Credit Union Employees Savings Plan & Trust sits by assets

Georgia's Own Credit Union Employees Savings Plan & Trust sits in the top quartile of all filed plans by assets, $73M for 673 participants (~$107,787/participant), up 29.2% in 2023.

$73M
total plan assets (2023 EOY): 673
covered participants: 89th
percentile by assets (of 127,072 plans): $107,787
avg assets per participant

Where Georgia's Own Credit Union Employees Savings Plan & Trust sits by total assets

Georgia's Own Credit Union Employees Savings Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$72,540,358 Top 11% higher than 89% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Georgia's Own Credit Union Employees Savings Plan & Trust reported net income rose from -$807K in the plan year 2022 filing to $16M in the plan year 2023 filing.
Georgia's Own Credit Union Employees Savings Plan & Trust end-of-year assets rose from $56M in the plan year 2022 filing to $73M in the plan year 2023 filing.
Georgia's Own Credit Union Employees Savings Plan & Trust reported participants rose from 542 in the plan year 2022 filing to 673 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Georgia

Industry

Finance & Insurance

Georgia's Own Credit Union Employees Savings Plan & Trust vs the 2023 asset distribution

By assets, Georgia's Own Credit Union Employees Savings Plan & Trust outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$56M
Net Assets (End of Year)	$73M
Net Income	$16M
Employer EIN	580147128
Plan Effective Date	1979-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Georgia's Own Credit Union)

Total plan assets by year, all Georgia's Own Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	729	$56M
2023	1	673	$73M
2024	1	695	$88M

Nearby 401(k) Plans in Georgia

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

Georgia's Own Credit Union Employees Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
Delta 401(k) Retirement Plan $16.2B · 83,136
Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
UPS 401(k) Savings Plan $13.1B · 102,231
The Home Depot Futurebuilder $12.6B · 413,365

Compare Georgia's Own Credit Union Employees Sav… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Georgia's Own Credit Union Employees Savings Plan & Trust by total assets, not by location.

Jaros, Baum & Bolles Employees 401(k) Savings Plan (NY) $73M · 362
G6 Hospitality LLC 401(k) Savings Plan (TX) $73M · 289
Private Client Select Insurance Services LLC 401(k) Retirement Plan (NJ) $73M · 386
Healthbridge Management 401(k) Plan (NJ) $73M · 34

Frequently Asked Questions

How did Georgia's Own Credit Union Employees Savings Plan & Trust assets move in 2023? ▼

Georgia's Own Credit Union Employees Savings Plan & Trust grew sharply - up 29.2% during 2023, from $56M to $73M. Reported net income was $16M.

How have Georgia's Own Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Georgia's Own Credit Union's sponsor-wide assets grew 56.5%, from $56M to $88M.

Where does Georgia's Own Credit Union Employees Savings Plan & Trust rank by assets among Form 5500 filers? ▼

Georgia's Own Credit Union Employees Savings Plan & Trust ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Georgia's Own Credit Union Employees Savings Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Jaros, Baum & Bolles Employees 401(k) Savings Plan in NY ($73M, 362 participants).

Next read for Georgia's Own Credit Union Employees Sav…

Scale reading

Ways to act on Georgia's Own Credit Union Employees Savings Plan & Trust's numbers.

By total assets, Georgia's Own Credit Union Employees Savings Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
Georgia's Own Credit Union's sponsor-wide assets have grown 56.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580147128.