401(k) · DOL Form 5500 · 2023

Atlanta Postal Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
314
Participants Below avg headcount
58th
Percentile by assets National rank
$30,963
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atlanta Postal Credit Union 401(k) Plan and Trust · Sponsored by Atlanta Postal Credit Union · Georgia · Finance & Insurance

$10M in assets, 314 participants

Atlanta Postal Credit Union's Atlanta Postal Credit Union 401(k) Plan and Trust reported $10M in total assets and 314 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,782 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Atlanta Postal Credit Union 401(k) Plan and Trust covers 314 participants in Georgia, about 29% of the average Georgia filer (state average ~1,096 per filing). Assets: $10M.

#3,782
in Finance & Insurance (8,869 peers)
+24.7%
assets growth YoY

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

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

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

$9,722,333 Top 42% higher than 58% 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

Atlanta Postal 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. Atlanta Postal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (314 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atlanta Postal Credit Union 401(k) Plan and Trust reported net income rose from -$101K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Atlanta Postal Credit Union 401(k) Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Atlanta Postal Credit Union 401(k) Plan and Trust reported participants rose from 281 in the plan year 2022 filing to 314 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580146810 · Atlanta Postal Credit Union PY 2023 · 401(k)

Atlanta Postal Credit Union 401(k) Plan and Trust · $10M · 314 · 58th

  • SCH $10M
  • SCH 314
  • SCH 58th
  • SCH 401(k)
  • SCH near Iec Pension Trust
  • SCH ind #3782

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 →

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

Atlanta Postal Credit Union 401(k) Plan and TrustAtlanta Postal Credit Union …$10MIec Pension Trust$10MXylem Standard Xchange Savings Plan for Hourly EmployeesXylem Standard Xchange Savin…$10MClickstop, Inc. 401(k) Plan$10MSwindell Dressler International Company 401(k) Retirement Savings PlanSwindell Dressler Internatio…$10M
End-of-year total assets ($M) among Atlanta Postal 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)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN580146810
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlanta Postal Credit Union)

Sponsor-wide plan assets over time

All Atlanta Postal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$114M 5.081017355705852% vs 2022
2024 filing year
$112M$114M$116M$118M$120M$122M 202220232024 $120M $114M ▼ -5.1%
Year Plans Participants Total Assets
2022 2 490 $120M
2023 2 491 $118M
2024 2 460 $114M

Nearby 401(k) Plans in Georgia

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

Atlanta Postal 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 ($B) Participants Atlanta Postal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.009722333 · Participants: 314Atlanta Postal 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
Atlanta Postal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

Atlanta Postal 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 Iec Pension Trust in IL ($10M); by covered participants it is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Atlanta Postal Credit Union 401(k) Plan and Trust assets move in 2023?
Atlanta Postal Credit Union 401(k) Plan and Trust grew sharply - up 24.7% during 2023, from $8M to $10M. Reported net income was $2M.
How have Atlanta Postal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Atlanta Postal Credit Union's sponsor-wide assets declined 5.1%, from $120M to $114M.
Which 401(k) plans are similar in size to Atlanta Postal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Iec Pension Trust in IL ($10M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Atlanta Postal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Bank of Ann Arbor Employees 401(k) Profit Sharing Plan in MI (314 participants, $57M in assets).