401(k) · DOL Form 5500 · 2023

Allegacy Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
400
Participants Below avg headcount
85th
Percentile by assets National rank
$114,107
Avg per participant Below avg balance/head
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Official DOL plan name: Allegacy Retirement Savings Plan · Sponsored by Allegacy Federal Credit Union · North Carolina · Finance & Insurance

$46M in assets, 400 participants

Allegacy Federal Credit Union's Allegacy Retirement Savings Plan reported $46M in total assets and 400 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,776 in Finance & Insurance (8,869 peers)

Coverage in North Carolina

Allegacy Retirement Savings Plan covers 400 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $46M.

#6,776
in Finance & Insurance (8,869 peers)
+20.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Allegacy Retirement Savings Plan's outsized position by total assets

Allegacy Retirement Savings Plan vs every filed plan by assets

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

$45,642,807 Top 15% higher than 85% 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

Allegacy Retirement Savings Plan 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. Allegacy Retirement Savings Plan sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allegacy Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Allegacy Retirement Savings Plan end-of-year assets rose from $38M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Allegacy Retirement Savings Plan reported participants rose from 370 in the plan year 2022 filing to 400 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 566087383 · Allegacy Federal Credit Union PY 2023 · 401(k)

Allegacy Retirement Savings Plan · $46M · 400 · 85th

  • 5500 $46M
  • ASSETS 400
  • PCT 85th
  • EIN 401(k)
  • RANK near Sbera 401(k) Plan as Adopted by Dedham Institution for Savings
  • PHOTO ind #6776

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 →

Allegacy Retirement Savings Plan in the asset neighbourhood

Park Lawn 401(k) Plan$46MThe White Oak 401(k) Plan$46MAllegacy Retirement Savings PlanAllegacy Retirement Savings …$46MSbera 401(k) Plan as Adopted by Dedham Institution for SavingsSbera 401(k) Plan as Adopted…$46MIndependent Project Analysis, Inc. 401(k) PlanIndependent Project Analysis…$46M
End-of-year total assets ($M) among Allegacy Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$46M
Net Income$8M
Employer EIN566087383
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allegacy Federal Credit Union)

Sponsor-wide plan assets over time

All Allegacy Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$52M 35.688085415823075% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $38M $51.6M ▲ +35.7%
Year Plans Participants Total Assets
2022 1 370 $38M
2023 1 400 $46M
2024 1 393 $52M

Nearby 401(k) Plans in North Carolina

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

Allegacy Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Allegacy Retirement Savings Plan, Total assets ($B): 0.045642807 · Participants: 400Allegacy Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Allegacy Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Allegacy Retirement Savings Plan side-by-side with 3 peers →

Allegacy Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sbera 401(k) Plan as Adopted by Dedham Institution for Savings in MA ($46M); by covered participants it is Bobcat North America, LLC in FL (400 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($46M here).

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Allegacy Retirement Savings Plan assets move in 2023? ▼
Allegacy Retirement Savings Plan grew sharply - up 20.0% during 2023, from $38M to $46M. Reported net income was $8M.
How have Allegacy Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allegacy Federal Credit Union's sponsor-wide assets grew 35.7%, from $38M to $52M.
Where does Allegacy Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Allegacy Retirement Savings Plan ranks in the 85th 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 Allegacy Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sbera 401(k) Plan as Adopted by Dedham Institution for Savings in MA ($46M, 226 participants).
Which 401(k) plans cover a similar participant headcount to Allegacy Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (400 participants, $260K 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 566087383.

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.