401(k) · DOL Form 5500 · 2023

Truliant Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
868
Participants Near avg headcount
87th
Percentile by assets National rank
$69,506
Avg per participant Below avg balance/head
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Official DOL plan name: Truliant Federal Credit Union 401(k) Plan and Trust · Sponsored by Truliant Federal Credit Union · North Carolina · Finance & Insurance

$60M in assets, 868 participants

Truliant Federal Credit Union's Truliant Federal Credit Union 401(k) Plan and Trust reported $60M in total assets and 868 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,152 in Finance & Insurance (8,869 peers)

Where Truliant Federal Credit Union 401(k) Plan and Trust sits by assets

Truliant Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $60M for 868 participants (~$69,506/participant), up 25.9% in 2023.

#7,152
in Finance & Insurance (8,869 peers)
+25.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$60,330,931 Top 13% higher than 87% 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

Truliant Federal 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. Truliant Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (868 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truliant Federal Credit Union 401(k) Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Truliant Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $48M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Truliant Federal Credit Union 401(k) Plan and Trust reported participants rose from 734 in the plan year 2022 filing to 868 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 560582032 · Truliant Federal Credit Union PY 2023 · 401(k)

Truliant Federal Credit Union 401(k) Plan and Trust · $60M · 868 · 87th

  • 5500 $60M
  • ASSETS 868
  • PCT 87th
  • EIN 401(k)
  • RANK near Saber Healthcare 401(k) Profit Sharing Plan
  • PHOTO ind #7152

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 North Carolina →

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

Wood Partners Retirement & Savings PlanWood Partners Retirement & S…$60MDayton T. Brown, Inc. Profit Sharing Pension PlanDayton T. Brown, Inc. Profit…$60MTruliant Federal Credit Union 401(k) Plan and TrustTruliant Federal Credit Unio…$60MSaber Healthcare 401(k) Profit Sharing PlanSaber Healthcare 401(k) Prof…$60MTasca Employees 401(k) Profit Sharing PlanTasca Employees 401(k) Profi…$60M
End-of-year total assets ($M) among Truliant Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$60M
Net Income$12M
Employer EIN560582032
Plan Effective Date1985-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Truliant Federal Credit Union)

Sponsor-wide plan assets over time

All Truliant Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$173M 34.457176788367235% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $129M $173M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 1,353 $129M
2023 2 1,615 $157M
2024 2 1,652 $173M

Nearby 401(k) Plans in North Carolina

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

Truliant Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Truliant Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.060330931 · Participants: 868Truliant Federal Credit Union 401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Truliant Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Truliant Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is Saber Healthcare 401(k) Profit Sharing Plan in OH ($60M); by covered participants it is Cashman Equipment Company Employee Retirement Plans in NV (868 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (868 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 Truliant Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Truliant Federal Credit Union 401(k) Plan and Trust grew sharply - up 25.9% during 2023, from $48M to $60M. Reported net income was $12M.
How have Truliant Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truliant Federal Credit Union's sponsor-wide assets grew 34.5%, from $129M to $173M.
Where does Truliant Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Truliant Federal Credit Union 401(k) Plan and Trust ranks in the 87th 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 Truliant Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Saber Healthcare 401(k) Profit Sharing Plan in OH ($60M, 11,915 participants).
Which 401(k) plans cover a similar participant headcount to Truliant Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cashman Equipment Company Employee Retirement Plans in NV (868 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 560582032.

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.