401(k) · DOL Form 5500 · 2023

Kinetic Credit Union 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
131
Participants Small participant base
71st
Percentile by assets National rank
$141,915
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Kinetic Credit Union 401(k) Plan and Trust · Sponsored by Kinetic Credit Union · Georgia · Finance & Insurance

$19M in assets, 131 participants

Kinetic Credit Union's Kinetic Credit Union 401(k) Plan and Trust reported $19M in total assets and 131 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,098 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Kinetic Credit Union 401(k) Plan and Trust covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#5,098
in Finance & Insurance (8,869 peers)
+21.9%
assets growth YoY

Kinetic Credit Union 401(k) Plan and Trust's outsized position by total assets

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

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

$18,590,911 Top 29% higher than 71% 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

Kinetic Credit Union 401(k) Plan and 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. Kinetic Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Kinetic Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Kinetic Credit Union 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 580667515 · Kinetic Credit Union PY 2023 · 401(k)

Kinetic Credit Union 401(k) Plan and Trust · $19M · 131 · 71st

  • PCT $19M
  • PCT 131
  • PCT 71st
  • PCT 401(k)
  • PCT near Aspen Medical Products, Inc. 401(k) Plan
  • PCT ind #5098

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 →

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

Kinetic Credit Union 401(k) Plan and TrustKinetic Credit Union 401(k) …$19MAspen Medical Products, Inc. 401(k) PlanAspen Medical Products, Inc.…$19MAccusoft Corporation 401(k) PlanAccusoft Corporation 401(k) …$19MAntares Vision 401(k) Plan$19MNephrology Associates 401(k) Profit Sharing PlanNephrology Associates 401(k)…$19M
End-of-year total assets ($M) among Kinetic Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN580667515
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kinetic Credit Union)

Sponsor-wide plan assets over time

All Kinetic Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 39.22823287796328% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.3M $21.2M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 131 $19M
2024 1 133 $21M

Nearby 401(k) Plans in Georgia

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

Kinetic 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 ($B) Participants Kinetic Credit Union 401(k) Plan and Trust, Total assets ($B): 0.018590911 · Participants: 131Kinetic 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
Kinetic Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Kinetic Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Kinetic 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 Aspen Medical Products, Inc. 401(k) Plan in CA ($19M); by covered participants it is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Kinetic Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Kinetic Credit Union 401(k) Plan and Trust grew sharply - up 21.9% during 2023, from $15M to $19M. Reported net income was $3M.
How have Kinetic Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kinetic Credit Union's sponsor-wide assets grew 39.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Kinetic Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Medical Products, Inc. 401(k) Plan in CA ($19M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Kinetic Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Galen Healthcare Solutions, Inc. 401(k) Plan in IL (131 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 580667515.

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.