401(k) · DOL Form 5500 · 2023

Georgia United Credit Union 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
315
Participants Below avg headcount
83rd
Percentile by assets National rank
$130,321
Avg per participant Near avg balance/head
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Official DOL plan name: Georgia United Credit Union 401(k) Plan and Trust · Sponsored by Georgia United Credit Union · Georgia · Finance & Insurance

$41M in assets, 315 participants

Georgia United Credit Union's Georgia United Credit Union 401(k) Plan and Trust reported $41M in total assets and 315 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,609 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Georgia United Credit Union 401(k) Plan and Trust covers 315 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $41M.

#6,609
in Finance & Insurance (8,869 peers)
+21.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$41,050,994 Top 17% higher than 83% 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 United 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. Georgia United Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (315 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Georgia United Credit Union 401(k) Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Georgia United Credit Union 401(k) Plan and Trust end-of-year assets rose from $34M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Georgia United Credit Union 401(k) Plan and Trust reported participants rose from 308 in the plan year 2022 filing to 315 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580800932 · Georgia United Credit Union PY 2023 · 401(k)

Georgia United Credit Union 401(k) Plan and Trust · $41M · 315 · 83rd

  • RANK $41M
  • PHOTO 315
  • IND 83rd
  • EOY 401(k)
  • 5500 near Widseth, Smith, Nolting & Associates Employee Profit Sharing Plan
  • ASSETS ind #6609

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

Georgia United Credit Union 401(k) Plan and TrustGeorgia United Credit Union …$41MWidseth, Smith, Nolting & Associates Employee Profit Sharing PlanWidseth, Smith, Nolting & As…$41MGlobal Tax Management, Inc. 401(k) Profit Sharing PlanGlobal Tax Management, Inc. …$41MWatt, Tieder, Hoffar & Fitzgerald, LLP Profit Sharing 401(k) PlanWatt, Tieder, Hoffar & Fitzg…$41MAyers/Saint/Gross, Inc. 401(k) Profit Sharing PlanAyers/Saint/Gross, Inc. 401(…$41M
End-of-year total assets ($M) among Georgia United 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)$34M
Net Assets (End of Year)$41M
Net Income$7M
Employer EIN580800932
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia United Credit Union)

Sponsor-wide plan assets over time

All Georgia United Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$47M 37.371107181871146% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.9M $46.5M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 308 $34M
2023 1 315 $41M
2024 1 341 $47M

Nearby 401(k) Plans in Georgia

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

Georgia United 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 ($B) Participants Georgia United Credit Union 401(k) Plan and Trust, Total assets ($B): 0.041050994 · Participants: 315Georgia United 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
Georgia United Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Georgia United Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Georgia United 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 Widseth, Smith, Nolting & Associates Employee Profit Sharing Plan in MN ($41M); by covered participants it is Surefire, LLC 401(k) Plan in CA (315 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (315 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 United Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Georgia United Credit Union 401(k) Plan and Trust grew sharply - up 21.2% during 2023, from $34M to $41M. Reported net income was $7M.
How have Georgia United Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgia United Credit Union's sponsor-wide assets grew 37.4%, from $34M to $47M.
Where does Georgia United Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Georgia United Credit Union 401(k) Plan and Trust ranks in the 83rd 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 United Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Widseth, Smith, Nolting & Associates Employee Profit Sharing Plan in MN ($41M, 241 participants).
Which 401(k) plans cover a similar participant headcount to Georgia United Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Surefire, LLC 401(k) Plan in CA (315 participants, $20M 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 580800932.

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.