401(k) · DOL Form 5500 · 2023

Southeast Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
110
Participants Small participant base
67th
Percentile by assets National rank
$132,627
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southeast Financial Credit Union 401(k) Plan and Trust · Sponsored by Southeast Financial Credit Union · Tennessee · Finance & Insurance

$15M in assets, 110 participants

Southeast Financial Credit Union's Southeast Financial Credit Union 401(k) Plan and Trust reported $15M in total assets and 110 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.

  • #4,590 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Southeast Financial Credit Union 401(k) Plan and Trust covers 110 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $15M.

#4,590
in Finance & Insurance (8,869 peers)
+10.5%
assets growth YoY

Southeast Financial Credit Union 401(k) Plan and Trust's outsized position by total assets

Southeast Financial Credit Union 401(k) Plan and Trust vs every filed plan by assets

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

$14,588,929 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

Southeast Financial 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. Southeast Financial Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeast Financial 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.
  • Southeast Financial Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620382058 · Southeast Financial Credit Union PY 2023 · 401(k)

Southeast Financial Credit Union 401(k) Plan and Trust · $15M · 110 · 67th

  • VS-ST $15M
  • VS-ST 110
  • VS-ST 67th
  • VS-ST 401(k)
  • VS-ST near Allergy and Clinical Holdings, LLC 401(k) Plan
  • VS-ST ind #4590

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 Tennessee →

Southeast Financial Credit Union 401(k) Plan and Trust in the asset neighbourhood

Southeast Financial Credit Union 401(k) Plan and TrustSoutheast Financial Credit U…$15MAllergy and Clinical Holdings, LLC 401(k) PlanAllergy and Clinical Holding…$15MNtiva 401(k) Plan$15MGetac, Inc. 401(k) Plan$15MTb Philly, Inc. 401(k) Profit Sharing PlanTb Philly, Inc. 401(k) Profi…$15M
End-of-year total assets ($M) among Southeast Financial Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN620382058
Plan Effective Date1985-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Financial Credit Union)

Sponsor-wide plan assets over time

All Southeast Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.19435435727969% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $27M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 222 $22M
2023 2 219 $25M
2024 2 224 $27M

Nearby 401(k) Plans in Tennessee

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

Southeast Financial Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southeast Financial Credit Union 401(k) Plan and Trust, Total assets ($B): 0.014588929 · Participants: 110Southeast Financial Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Southeast Financial Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southeast Financial Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Allergy and Clinical Holdings, LLC 401(k) Plan in TX ($15M); by covered participants it is Cms Corporation 401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Southeast Financial Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Southeast Financial Credit Union 401(k) Plan and Trust grew at a solid clip - up 10.5% during 2023, from $13M to $15M. Reported net income was $1M.
How have Southeast Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Financial Credit Union's sponsor-wide assets grew 21.2%, from $22M to $27M.
Which 401(k) plans are similar in size to Southeast Financial Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Allergy and Clinical Holdings, LLC 401(k) Plan in TX ($15M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Financial Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cms Corporation 401(k) Plan in OH (110 participants, N/A 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 620382058.

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.