401(k) · DOL Form 5500 · 2023

The Southern Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
65
Participants Small participant base
64th
Percentile by assets National rank
$200,078
Avg per participant Above avg balance/head
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Official DOL plan name: The Southern Credit Union 401(k) Plan and Trust · Sponsored by The Southern Credit Union · Georgia · Finance & Insurance

$13M in assets, 65 participants

The Southern Credit Union's The Southern Credit Union 401(k) Plan and Trust reported $13M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,363 in Finance & Insurance (8,869 peers)

The Southern Credit Union multi-year trail

The Southern Credit Union's plans moved +21.2% in assets from 2022 to 2024; this filing shows The Southern Credit Union 401(k) Plan and Trust at $13M / 65 participants.

#4,363
in Finance & Insurance (8,869 peers)
+17.5%
assets growth YoY

The Southern Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

The Southern Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$13,005,051 Top 36% higher than 64% 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

The Southern Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Credit Union 401(k) Plan and Trust is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Southern Credit Union 401(k) Plan and Trust reported net income rose from -$931K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Southern Credit Union 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • The Southern Credit Union 401(k) Plan and Trust reported participants fell from 73 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 580905515 · The Southern Credit Union PY 2023 · 401(k)

The Southern Credit Union 401(k) Plan and Trust · $13M · 65 · 64th

  • SCH $13M
  • EBSA 65
  • PART 64th
  • TYPE 401(k)
  • NET near Southern Eagle Distributing, Inc 401(k) Retirement Plan
  • BOOK ind #4363

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 Southern Credit Union 401(k) Plan and Trust in the asset neighbourhood

The Southern Credit Union 401(k) Plan and TrustThe Southern Credit Union 40…$13MThrive Behavioral Health Inc. Pension PlanThrive Behavioral Health Inc…$13MSociety of Certified Insurance Counselors 401(k) PlanSociety of Certified Insuran…$13MSouthern Eagle Distributing, Inc 401(k) Retirement PlanSouthern Eagle Distributing,…$13MZ-Golf Course Food and Beverage Services, LLC 401(k) Profit SharinZ-Golf Course Food and Bever…$13M
End-of-year total assets ($M) among The Southern Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Southern Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All The Southern Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.213095515597747% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $11.1M $13.4M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 73 $11M
2023 1 65 $13M
2024 1 60 $13M

The Southern Credit Union filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN580905515
Plan Effective Date1998-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

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

The Southern Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Southern Credit Union 401(k) Plan and Trust, Total assets ($B): 0.013005051 · Participants: 65The Southern Credit Union 401(k) Plan and 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
The Southern Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Southern Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

The Southern Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Southern Eagle Distributing, Inc 401(k) Retirement Plan in FL ($13M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 The Southern Credit Union 401(k) Plan and Trust assets move in 2023? ▼
The Southern Credit Union 401(k) Plan and Trust grew sharply - up 17.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have The Southern Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Southern Credit Union's sponsor-wide assets grew 21.2%, from $11M to $13M.
Which 401(k) plans are similar in size to The Southern Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Southern Eagle Distributing, Inc 401(k) Retirement Plan in FL ($13M, 282 participants).
Which 401(k) plans cover a similar participant headcount to The Southern Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 participants, N/A 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 580905515.

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.