401(k) · DOL Form 5500 · 2023
Robins Financial Credit Union 401(k) Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 542
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $98,521
- Avg per participant Below avg balance/head
Official DOL plan name: The Robins Financial Credit Union 401(k) Savings and Investment Plan and · Sponsored by Robins Financial Credit Union · Georgia · Finance & Insurance
$53M in assets, 542 participants
Robins Financial Credit Union's The Robins Financial Credit Union 401(k) Savings and Investment Plan and reported $53M in total assets and 542 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #6,980 in Finance & Insurance (8,869 peers)
Coverage in Georgia
The Robins Financial Credit Union 401(k) Savings and Investment Plan and covers 542 participants in Georgia, about 49% of the average Georgia filer (state average ~1,096 per filing). Assets: $53M.
- #6,980
- in Finance & Insurance (8,869 peers)
- +22.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Robins Financial Credit Union 401(k) Savings and Investment Plan and's outsized position by total assets
The Robins Financial Credit Union 401(k) Savings and Investment Plan and vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$53,398,620 Top 14% higher than 86% 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
The Robins Financial Credit Union 401(k) Savings and Investment Plan and 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. The Robins Financial Credit Union 401(k) Savings and Investment Plan and sits mid-pack in the medium band (542 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Robins Financial Credit Union 401(k) Savings and Investment Plan and reported net income rose from -$7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- The Robins Financial Credit Union 401(k) Savings and Investment Plan and end-of-year assets rose from $44M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- The Robins Financial Credit Union 401(k) Savings and Investment Plan and reported participants fell from 633 in the plan year 2022 filing to 542 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 580641605 · Robins Financial Credit Union PY 2023 · 401(k)
The Robins Financial Credit Union 401(k) Savings and Investment Plan and · $53M · 542 · 86th
- EIN $53M
- EIN 542
- EIN 86th
- EIN 401(k)
- EIN near Tigerrisk Partners 401(k) & Profit Sharing Plan
- EIN ind #6980
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 →
The Robins Financial Credit Union 401(k) Savings and Investment Plan and in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $10M |
| Employer EIN | 580641605 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robins Financial Credit Union)
Sponsor-wide plan assets over time
All Robins Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $61M 40.11615167589665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 633 | $44M |
| 2023 | 1 | 542 | $53M |
| 2024 | 1 | 546 | $61M |
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 $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
The Robins Financial Credit Union 401(k) Savings and Investment Plan and's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Tigerrisk Partners 401(k) & Profit Sharing Plan in CT ($53M); by covered participants it is California Credit Union 401(k) Plan in CA (542 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Tigerrisk Partners 401(k) & Profit Sharing Plan (CT) $53M · 230
- Truth Initiative 401(k) Profit Sharing Plan (DC) $53M · 137
- W.H. Braum, Inc. Profit Sharing Plus Plan (OK) $53M · 4,013
- Deseret-Blue Mountain 401(k) Plan (UT) $53M · 168
Similar participant headcount
Nearest other-state filings by covered participants (542 participants); asset peers above are excluded.
- California Credit Union 401(k) Plan (CA) 542 · 0 off
- Laforce, LLC 401(k) Plan (WI) 542 · 0 off
- Hp-Uov 401(k) Retirement Plan (WV) 542 · 0 off
- Avera Heart Hospital of South Dakota 401(k) Plan (SD) 542 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.