401(k) · DOL Form 5500 · 2023

Family Trust Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
137
Participants Small participant base
67th
Percentile by assets National rank
$109,285
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$15M in assets, 137 participants

Family Trust Federal Credit Union's Family Trust Federal Credit Union 401(k) Plan reported $15M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,632 in Finance & Insurance (8,869 peers)

Coverage in South Carolina

Family Trust Federal Credit Union 401(k) Plan covers 137 participants in South Carolina, about 37% of the average South Carolina filer (state average ~369 per filing). Assets: $15M.

#4,632
in Finance & Insurance (8,869 peers)
+0.4%
assets growth YoY

Family Trust Federal Credit Union 401(k) Plan's outsized position by total assets

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

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

$14,972,023 Top 33% higher than 67% 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

Family Trust Federal Credit Union 401(k) 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. Family Trust Federal Credit Union 401(k) Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Family Trust Federal Credit Union 401(k) Plan reported net income fell from $3M in the plan year 2022 filing to $54K in the plan year 2023 filing.
  • Family Trust Federal Credit Union 401(k) Plan reported participants fell from 145 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 570400781 · Family Trust Federal Credit Union PY 2023 · 401(k)

Family Trust Federal Credit Union 401(k) Plan · $15M · 137 · 67th

  • SCH $15M
  • EBSA 137
  • PART 67th
  • TYPE 401(k)
  • NET near Tan Holdings Corporation 401(k) Profit Sharing Plan
  • BOOK ind #4632

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 →

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

Family Trust Federal Credit Union 401(k) PlanFamily Trust Federal Credit …$15MTan Holdings Corporation 401(k) Profit Sharing PlanTan Holdings Corporation 401…$15MNortheast Community Bank Employees' Savings & Profit Sharing Plan and TrustNortheast Community Bank Emp…$15MDon Franklin Auto 401(k) Plan$15MInspire11 401(k) Plan$15M
End-of-year total assets ($M) among Family Trust Federal Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income$54K
Employer EIN570400781
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Trust Federal Credit Union)

Sponsor-wide plan assets over time

All Family Trust Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.7098336314753215% vs 2022
2024 filing year
$14.5M$15M$15.5M$16M$16.5M 202220232024 $14.9M $15.9M ▲ +6.7%
Year Plans Participants Total Assets
2022 2 240 $15M
2023 1 137 $15M
2024 1 117 $16M

Nearby 401(k) Plans in South Carolina

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

Family Trust Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Family Trust Federal Credit Union 401(k) Plan, Total assets ($B): 0.014972023 · Participants: 137Family Trust Federal Credit Union 401(k) PlanMichelin 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
Family Trust Federal Credit Union 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Family Trust Federal Credit Union 401(k) Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest 401(k) by assets is Tan Holdings Corporation 401(k) Profit Sharing Plan in MP ($15M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Family Trust Federal Credit Union 401(k) Plan assets move in 2023? ▼
Family Trust Federal Credit Union 401(k) Plan held essentially flat - up 0.4% during 2023, from $15M to $15M. Reported net income was $54K.
How have Family Trust Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Trust Federal Credit Union's sponsor-wide assets grew 6.7%, from $15M to $16M.
Which 401(k) plans are similar in size to Family Trust Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tan Holdings Corporation 401(k) Profit Sharing Plan in MP ($15M, 875 participants).
Which 401(k) plans cover a similar participant headcount to Family Trust Federal Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 570400781.

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.