401(k) · DOL Form 5500 · 2023

Associated Credit Union 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
333
Participants Below avg headcount
84th
Percentile by assets National rank
$127,190
Avg per participant Near avg balance/head
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Official DOL plan name: Associated Credit Union 401(k) Plan and Trust · Sponsored by Associated Credit Union · Georgia · Finance & Insurance

$42M in assets, 333 participants

Associated Credit Union's Associated Credit Union 401(k) Plan and Trust reported $42M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,656 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Associated Credit Union 401(k) Plan and Trust covers 333 participants in Georgia, about 30% of the average Georgia filer (state average ~1,096 per filing). Assets: $42M.

#6,656
in Finance & Insurance (8,869 peers)
+10.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$42,354,237 Top 16% higher than 84% 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

Associated 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. Associated Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Credit Union 401(k) Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Associated Credit Union 401(k) Plan and Trust end-of-year assets rose from $38M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Associated Credit Union 401(k) Plan and Trust reported participants rose from 327 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580240950 · Associated Credit Union PY 2023 · 401(k)

Associated Credit Union 401(k) Plan and Trust · $42M · 333 · 84th

  • IND $42M
  • EOY 333
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Painters District Council #58 401(k) Plan
  • EIN ind #6656

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 →

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

Painters District Council #58 401(k) PlanPainters District Council #5…$42MJoseph Management Group 401(k) Retirement Savings Plan and TrustJoseph Management Group 401(…$42MInland Kenworth, Inc. Employees' 401(k) PlanInland Kenworth, Inc. Employ…$42MAssociated Credit Union 401(k) Plan and TrustAssociated Credit Union 401(…$42MDenali Retirement Plan$42M
End-of-year total assets ($M) among Associated 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)$38M
Net Assets (End of Year)$42M
Net Income$4M
Employer EIN580240950
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Credit Union)

Sponsor-wide plan assets over time

All Associated Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.155243399484156% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.2M $48.3M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 327 $38M
2023 1 333 $42M
2024 1 352 $48M

Nearby 401(k) Plans in Georgia

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

Associated 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 ($B) Participants Associated Credit Union 401(k) Plan and Trust, Total assets ($B): 0.042354237 · Participants: 333Associated 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
Associated Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Associated Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Associated 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 Painters District Council #58 401(k) Plan in IL ($42M); by covered participants it is Lookout, Inc. 401(k) Plan in CA (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Associated Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Associated Credit Union 401(k) Plan and Trust grew at a solid clip - up 10.7% during 2023, from $38M to $42M. Reported net income was $4M.
How have Associated Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Credit Union's sponsor-wide assets grew 26.2%, from $38M to $48M.
Where does Associated Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Credit Union 401(k) Plan and Trust ranks in the 84th 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 Associated Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Painters District Council #58 401(k) Plan in IL ($42M, 599 participants).
Which 401(k) plans cover a similar participant headcount to Associated Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Lookout, Inc. 401(k) Plan in CA (333 participants, $35M 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 580240950.

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.