401(k) · DOL Form 5500 · 2023

Truity Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
206
Participants Below avg headcount
79th
Percentile by assets National rank
$142,431
Avg per participant Near avg balance/head
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Official DOL plan name: Truity Federal Credit Union Capital Accumulation Plan · Sponsored by Truity Federal Credit Union · Oklahoma · Finance & Insurance

$29M in assets, 206 participants

Truity Federal Credit Union's Truity Federal Credit Union Capital Accumulation Plan reported $29M in total assets and 206 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,001 in Finance & Insurance (8,869 peers)

Coverage in Oklahoma

Truity Federal Credit Union Capital Accumulation Plan covers 206 participants in Oklahoma, about 27% of the average Oklahoma filer (state average ~760 per filing). Assets: $29M.

#6,001
in Finance & Insurance (8,869 peers)
+19.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Truity Federal Credit Union Capital Accumulation Plan's outsized position by total assets

Truity Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$29,340,848 Top 21% higher than 79% 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

Truity Federal Credit Union Capital Accumulation 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. Truity Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (206 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truity Federal Credit Union Capital Accumulation Plan reported net income rose from -$5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Truity Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $25M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Truity Federal Credit Union Capital Accumulation Plan reported participants rose from 201 in the plan year 2022 filing to 206 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 730561962 · Truity Federal Credit Union PY 2023 · 401(k)

Truity Federal Credit Union Capital Accumulation Plan · $29M · 206 · 79th

  • EOY $29M
  • 5500 206
  • ASSETS 79th
  • PCT 401(k)
  • EIN near Goettsch Partners, Inc. Profit Sharing Plan
  • RANK ind #6001

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 Oklahoma →

Truity Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Truity Federal Credit Union Capital Accumulation PlanTruity Federal Credit Union …$29MGoettsch Partners, Inc. Profit Sharing PlanGoettsch Partners, Inc. Prof…$29MArizona Pulmonary Specialists, Ltd. Savings PlanArizona Pulmonary Specialist…$29MAdimab, LLC 401(k) Profit Sharing PlanAdimab, LLC 401(k) Profit Sh…$29MIndustrial Builders, Inc. Retirement PlanIndustrial Builders, Inc. Re…$29M
End-of-year total assets ($M) among Truity Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN730561962
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truity Federal Credit Union)

Sponsor-wide plan assets over time

All Truity Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$35M 40.70683883916843% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $34.6M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 201 $25M
2023 1 206 $29M
2024 1 229 $35M

Nearby 401(k) Plans in Oklahoma

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

Truity Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Truity Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.029340848 · Participants: 206Truity Federal Credit Union Capital Accumulation PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Truity Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Truity Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Truity Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Goettsch Partners, Inc. Profit Sharing Plan in IL ($29M); by covered participants it is Nwsl Retirement Plan in IL (206 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (206 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 Truity Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
Truity Federal Credit Union Capital Accumulation Plan grew sharply - up 19.4% during 2023, from $25M to $29M. Reported net income was $5M.
How have Truity Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truity Federal Credit Union's sponsor-wide assets grew 40.7%, from $25M to $35M.
Where does Truity Federal Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Truity Federal Credit Union Capital Accumulation Plan ranks in the 79th 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 Truity Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goettsch Partners, Inc. Profit Sharing Plan in IL ($29M, 72 participants).
Which 401(k) plans cover a similar participant headcount to Truity Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nwsl Retirement Plan in IL (206 participants, $152K 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 730561962.

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.