Defined Benefit (Pension) · DOL Form 5500 · 2022

Truliant Federal Credit Union Pension Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
619
Participants Below avg headcount
92nd
Percentile by assets National rank
$130,390
Avg per participant Near avg balance/head
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Official DOL plan name: Truliant Federal Credit Union Pension Plan · Sponsored by Truliant Federal Credit Union · North Carolina · Finance & Insurance

$81M in assets, 619 participants

Truliant Federal Credit Union's Truliant Federal Credit Union Pension Plan reported $81M in total assets and 619 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,002 in Finance & Insurance (9,261 peers)

Where Truliant Federal Credit Union Pension Plan sits by assets

Truliant Federal Credit Union Pension Plan sits in the top 10% of all filed plans by assets, $81M for 619 participants (~$130,390/participant), up 5.6% in 2022.

#8,002
in Finance & Insurance (9,261 peers)
+5.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Truliant Federal Credit Union Pension Plan's outsized position by total assets

Truliant Federal Credit Union Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$80,711,136 Top 8% higher than 92% of 139,123 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 2022

Truliant Federal Credit Union Pension Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Truliant Federal Credit Union Pension Plan sits mid-pack in the medium band (619 participants).

EBSA filing schedule strip

Filing strip 560582032 · Truliant Federal Credit Union PY 2022 · Defined Benefit (Pension)

Truliant Federal Credit Union Pension Plan · $81M · 619 · 92nd

  • EOY $81M
  • 5500 619
  • ASSETS 92nd
  • PCT Defined Benefit (Pension)
  • EIN near Firelands Regional Medical Center Retirement Plan
  • RANK ind #8002

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 North Carolina →

Truliant Federal Credit Union Pension Plan in the asset neighbourhood

Retirement Plan of Munich American Reassurance CoRetirement Plan of Munich Am…$81MRetirement Plan for Employees of Meadville Medical CenterRetirement Plan for Employee…$81MFirelands Regional Medical Center Retirement PlanFirelands Regional Medical C…$81MTruliant Federal Credit Union Pension PlanTruliant Federal Credit Unio…$81MRobert Bosch Fuel Systems LLC Hourly-Rated Employees' Pension PlanRobert Bosch Fuel Systems LL…$81M
End-of-year total assets ($M) among Truliant Federal Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$81M
Net Income$4M
Employer EIN560582032
Plan Effective Date1953-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Truliant Federal Credit Union)

Sponsor-wide plan assets over time

All Truliant Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$173M 34.457176788367235% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $129M $173M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 1,353 $129M
2023 2 1,615 $157M
2024 2 1,652 $173M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Truliant Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -505101520 Total assets ($B) Participants Truliant Federal Credit Union Pension Plan, Total assets ($B): 0.080711136 · Participants: 619Truliant Federal Credit Union Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 17.0193439 · Participants: 12452Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 12.462364023 · Participants: 37931Truist Financial Corporation Pension PlanDuke Energy Legacy Pension Plan, Total assets ($B): 4.0414 · Participants: 346Duke Energy Legacy Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 3.182 · Participants: 16132Duke Energy Retirement Cash Balance PlanTime Warner Cable Pension Plan, Total assets ($B): 2.583220843 · Participants: 18624Time Warner Cable Pension Plan
Truliant Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Truliant Federal Credit Union Pension Plan side-by-side with 3 peers →

Truliant Federal Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Firelands Regional Medical Center Retirement Plan in OH ($81M); by covered participants it is Kennametal Inc. Retirement Income Plan in SC (619 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (619 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Truliant Federal Credit Union Pension Plan assets move in 2022? ▼
Truliant Federal Credit Union Pension Plan grew at a solid clip - up 5.6% during 2022, from $76M to $81M. Reported net income was $4M.
How have Truliant Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truliant Federal Credit Union's sponsor-wide assets grew 34.5%, from $129M to $173M.
Where does Truliant Federal Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Truliant Federal Credit Union Pension Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Truliant Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Firelands Regional Medical Center Retirement Plan in OH ($81M, 421 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Truliant Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Kennametal Inc. Retirement Income Plan in SC (619 participants, $535M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560582032.

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.