401(k) · DOL Form 5500 · 2023

Allsouth Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
311
Participants Below avg headcount
63rd
Percentile by assets National rank
$39,265
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allsouth Federal Credit Union 401(k) Plan and Trust · Sponsored by Allsouth Federal Credit Union · South Carolina · Finance & Insurance

$12M in assets, 311 participants

Allsouth Federal Credit Union's Allsouth Federal Credit Union 401(k) Plan and Trust reported $12M in total assets and 311 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,244 in Finance & Insurance (8,869 peers)

Allsouth Federal Credit Union multi-year trail

Allsouth Federal Credit Union's plans moved -86.3% in assets from 2022 to 2024; this filing shows Allsouth Federal Credit Union 401(k) Plan and Trust at $12M / 311 participants.

#4,244
in Finance & Insurance (8,869 peers)
+12.8%
assets growth YoY

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

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

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

$12,211,528 Top 37% higher than 63% 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

Allsouth Federal 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. Allsouth Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (311 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allsouth Federal Credit Union 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Allsouth Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Allsouth Federal Credit Union 401(k) Plan and Trust reported participants rose from 295 in the plan year 2022 filing to 311 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570407742 · Allsouth Federal Credit Union PY 2023 · 401(k)

Allsouth Federal Credit Union 401(k) Plan and Trust · $12M · 311 · 63rd

  • TYPE $12M
  • NET 311
  • BOOK 63rd
  • VS-ST 401(k)
  • BOY near Intercoastal Mortgage 401(k) Plan
  • SCH ind #4244

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 South Carolina →

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

Allsouth Federal Credit Union 401(k) Plan and TrustAllsouth Federal Credit Unio…$12MIntercoastal Mortgage 401(k) PlanIntercoastal Mortgage 401(k)…$12MBreckenridge Pharmaceutical, Inc. 401(k) PlanBreckenridge Pharmaceutical,…$12MStumbaugh & Associates, Inc. 401(k) Profit Sharing PlanStumbaugh & Associates, Inc.…$12MRetirement Plan for Flight Attendants in the Service of Air Wisconsin AirlinesRetirement Plan for Flight A…$12M
End-of-year total assets ($M) among Allsouth Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Allsouth Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Allsouth Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 86.3085631486711% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $100M $13.8M ▼ -86.3%
Year Plans Participants Total Assets
2022 2 575 $100M
2023 2 593 $113M
2024 1 323 $14M

Allsouth Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN570407742
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in South Carolina

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

Allsouth Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Allsouth Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.012211528 · Participants: 311Allsouth Federal Credit Union 401(k) Plan and TrustMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Allsouth Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Allsouth Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Intercoastal Mortgage 401(k) Plan in VA ($12M); by covered participants it is Bobcat North America, LLC in FL (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Allsouth Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Allsouth Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 12.8% during 2023, from $11M to $12M. Reported net income was $1M.
How have Allsouth Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allsouth Federal Credit Union's sponsor-wide assets declined 86.3%, from $100M to $14M.
Which 401(k) plans are similar in size to Allsouth Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Intercoastal Mortgage 401(k) Plan in VA ($12M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Allsouth Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (311 participants, $34K 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 570407742.

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.