401(k) · DOL Form 5500 · 2023

Coosa Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
112
Participants Small participant base
57th
Percentile by assets National rank
$82,576
Avg per participant Below avg balance/head
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Official DOL plan name: Coosa Valley Credit Union Retirement Savings Plan · Sponsored by Coosa Valley Credit Union · Georgia · Finance & Insurance

$9M in assets, 112 participants

Coosa Valley Credit Union's Coosa Valley Credit Union Retirement Savings Plan reported $9M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,688 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Coosa Valley Credit Union Retirement Savings Plan covers 112 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $9M.

#3,688
in Finance & Insurance (8,869 peers)
+25.6%
assets growth YoY

Coosa Valley Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Coosa Valley Credit Union Retirement Savings Plan vs every filed plan by assets

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

$9,248,546 Top 43% higher than 57% 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

Coosa Valley Credit Union 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. Coosa Valley Credit Union Retirement Savings Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Coosa Valley Credit Union Retirement Savings Plan reported net income rose from -$729K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Coosa Valley Credit Union Retirement Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Coosa Valley Credit Union Retirement Savings Plan reported participants rose from 101 in the plan year 2022 filing to 112 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 580664019 · Coosa Valley Credit Union PY 2023 · 401(k)

Coosa Valley Credit Union Retirement Savings Plan · $9M · 112 · 57th

  • BOY $9M
  • BOY 112
  • BOY 57th
  • BOY 401(k)
  • BOY near Collinson, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3688

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 →

Coosa Valley Credit Union Retirement Savings Plan in the asset neighbourhood

Coosa Valley Credit Union Retirement Savings PlanCoosa Valley Credit Union Re…$9MCollinson, Inc. 401(k) Profit Sharing PlanCollinson, Inc. 401(k) Profi…$9MCedar Valley Corp. , LLC 401(k) Retirement PlanCedar Valley Corp. , LLC 401…$9MNicl Laboratories 401(k) Savings and Profit Sharing PlanNicl Laboratories 401(k) Sav…$9MPmc 401(k) Retirement Plan$9M
End-of-year total assets ($M) among Coosa Valley Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN580664019
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coosa Valley Credit Union)

Sponsor-wide plan assets over time

All Coosa Valley Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.48322314041728% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.36M $10.9M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 101 $7M
2023 1 112 $9M
2024 1 127 $11M

Nearby 401(k) Plans in Georgia

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

Coosa Valley Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Coosa Valley Credit Union Retirement Savings Plan, Total assets ($B): 0.009248546 · Participants: 112Coosa Valley Credit Union Retirement Savings PlanThe 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
Coosa Valley Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Coosa Valley Credit Union Retirement Savings Plan side-by-side with 3 peers →

Coosa Valley Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Collinson, Inc. 401(k) Profit Sharing Plan in TX ($9M); by covered participants it is A&a Transfer, LLC 401(k) Plan in VA (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Coosa Valley Credit Union Retirement Savings Plan assets move in 2023? ▼
Coosa Valley Credit Union Retirement Savings Plan grew sharply - up 25.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Coosa Valley Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coosa Valley Credit Union's sponsor-wide assets grew 47.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Coosa Valley Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collinson, Inc. 401(k) Profit Sharing Plan in TX ($9M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Coosa Valley Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is A&a Transfer, LLC 401(k) Plan in VA (112 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 580664019.

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.