401(k) · DOL Form 5500 · 2023

Eastman Credit Union 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
981
Participants Near avg headcount
93rd
Percentile by assets National rank
$126,956
Avg per participant Near avg balance/head
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Official DOL plan name: Eastman Credit Union 401(k) Investment Plan · Sponsored by Eastman Credit Union · Tennessee · Finance & Insurance

$125M in assets, 981 participants

Eastman Credit Union's Eastman Credit Union 401(k) Investment Plan reported $125M in total assets and 981 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,855 in Finance & Insurance (8,869 peers)

Where Eastman Credit Union 401(k) Investment Plan sits by assets

Eastman Credit Union 401(k) Investment Plan sits in the top 10% of all filed plans by assets, $125M for 981 participants (~$126,956/participant), up 22.0% in 2023.

#7,855
in Finance & Insurance (8,869 peers)
+22.0%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Eastman Credit Union 401(k) Investment Plan's outsized position by total assets

Eastman Credit Union 401(k) Investment Plan vs every filed plan by assets

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

$124,543,392 Top 7% higher than 93% 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

Eastman Credit Union 401(k) Investment Plan 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. Eastman Credit Union 401(k) Investment Plan sits mid-pack in the medium band (981 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Eastman Credit Union 401(k) Investment Plan reported net income rose from -$13M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Eastman Credit Union 401(k) Investment Plan end-of-year assets rose from $102M in the plan year 2022 filing to $125M in the plan year 2023 filing.
  • Eastman Credit Union 401(k) Investment Plan reported participants rose from 969 in the plan year 2022 filing to 981 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 626039479 · Eastman Credit Union PY 2023 · 401(k)

Eastman Credit Union 401(k) Investment Plan · $125M · 981 · 93rd

  • EIN $125M
  • RANK 981
  • PHOTO 93rd
  • IND 401(k)
  • EOY near Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan
  • 5500 ind #7855

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 Tennessee →

Eastman Credit Union 401(k) Investment Plan in the asset neighbourhood

Stearns Weaver Miller Weissler Alhadeff & Sitterson, P.a. 401(k) PlanStearns Weaver Miller Weissl…$125MRadiology Imaging Associates P.C. Profit Sharing PlanRadiology Imaging Associates…$125MBernstein Shur Sawyer & Nelson P.a. 401(k) PlanBernstein Shur Sawyer & Nels…$125MEastman Credit Union 401(k) Investment PlanEastman Credit Union 401(k) …$125MInsurance Company Supported Organizations 401(k) Savings PlanInsurance Company Supported …$124M
End-of-year total assets ($M) among Eastman Credit Union 401(k) Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$125M
Net Income$22M
Employer EIN626039479
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eastman Credit Union)

Sponsor-wide plan assets over time

All Eastman Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$146M 43.12326818092052% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $102M $146M ▲ +43.1%
Year Plans Participants Total Assets
2022 1 969 $102M
2023 1 981 $125M
2024 1 1,033 $146M

Nearby 401(k) Plans in Tennessee

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

Eastman Credit Union 401(k) Investment Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Eastman Credit Union 401(k) Investment Plan, Total assets ($B): 0.124543392 · Participants: 981Eastman Credit Union 401(k) Investment PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Eastman Credit Union 401(k) Investment Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Eastman Credit Union 401(k) Investment Plan side-by-side with 3 peers →

Eastman Credit Union 401(k) Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan in ME ($125M); by covered participants it is Encore Electric, Inc. 401(k) Plan in CO (981 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (981 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 Eastman Credit Union 401(k) Investment Plan assets move in 2023? ▼
Eastman Credit Union 401(k) Investment Plan grew sharply - up 22.0% during 2023, from $102M to $125M. Reported net income was $22M.
How have Eastman Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Eastman Credit Union's sponsor-wide assets grew 43.1%, from $102M to $146M.
Where does Eastman Credit Union 401(k) Investment Plan rank by assets among Form 5500 filers? ▼
Eastman Credit Union 401(k) Investment Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Eastman Credit Union 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bernstein Shur Sawyer & Nelson P.a. 401(k) Plan in ME ($125M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Eastman Credit Union 401(k) Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Encore Electric, Inc. 401(k) Plan in CO (981 participants, $75M 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 626039479.

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.