401(k) · DOL Form 5500 · 2023

Georgia's Own Credit Union 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
673
Participants Below avg headcount
89th
Percentile by assets National rank
$107,787
Avg per participant Below avg balance/head
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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.

  • #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.

#7,345
in Finance & Insurance (8,869 peers)
+29.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Georgia's Own Credit Union Employees Savings Plan & Trust's outsized position 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

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 2023

Georgia's Own Credit Union Employees Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgia's Own Credit Union Employees Savings Plan & Trust sits mid-pack in the medium band (673 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 580147128 · Georgia's Own Credit Union PY 2023 · 401(k)

Georgia's Own Credit Union Employees Savings Plan & Trust · $73M · 673 · 89th

  • EIN $73M
  • EIN 673
  • EIN 89th
  • EIN 401(k)
  • EIN near Jaros, Baum & Bolles Employees 401(k) Savings Plan
  • EIN ind #7345

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 →

Georgia's Own Credit Union Employees Savings Plan & Trust in the asset neighbourhood

Private Client Select Insurance Services LLC 401(k) Retirement PlanPrivate Client Select Insura…$73MJaros, Baum & Bolles Employees 401(k) Savings PlanJaros, Baum & Bolles Employe…$73MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$73MG6 Hospitality LLC 401(k) Savings PlanG6 Hospitality LLC 401(k) Sa…$73MHealthbridge Management 401(k) PlanHealthbridge Management 401(…$73M
End-of-year total assets ($M) among Georgia's Own Credit Union Employees Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$56M
Net Assets (End of Year)$73M
Net Income$16M
Employer EIN580147128
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia's Own Credit Union)

Sponsor-wide plan assets over time

All Georgia's Own Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 56.470175899020205% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.2M $87.9M ▲ +56.5%
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 Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Georgia's Own Credit Union Employees Savings Plan & Trust, Total assets ($B): 0.072540358 · Participants: 673Georgia's Own Credit Union Employees Savings Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Georgia's Own Credit Union Employees Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Georgia's Own Credit Union Employees Savings Plan & Trust side-by-side with 3 peers →

Georgia's Own Credit Union Employees Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Jaros, Baum & Bolles Employees 401(k) Savings Plan in NY ($73M); by covered participants it is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (673 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Georgia's Own Credit Union Employees Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement Savings Plan for Salaried Ees of Alcoa USA Corp. in PA (673 participants, $411M in assets).

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.

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.