401(k) · DOL Form 5500 · 2024

Georgia's Own Credit Union 401(k) Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
695
Participants Below avg headcount
89th
Percentile by assets National rank
$126,448
Avg per participant Near avg balance/head
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Official DOL plan name: Georgia's Own Credit Union Employees Savings Plan & Trust · Sponsored by Georgia's Own Credit Union · Georgia · Finance & Insurance

$88M in assets, 695 participants

Georgia's Own Credit Union's Georgia's Own Credit Union Employees Savings Plan & Trust reported $88M in total assets and 695 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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 (8,549 peers)

Where Georgia's Own Credit Union Employees Savings Plan & Trust sits by assets

Georgia's Own Credit Union Employees Savings Plan & Trust sits in the top quartile of all filed plans by assets, $88M for 695 participants (~$126,448/participant), up 21.1% in 2024.

#7,152
in Finance & Insurance (8,549 peers)
+21.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Georgia's Own Credit Union Employees Savings Plan & Trust's outsized position by total assets

Georgia's Own Credit Union Employees Savings Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$87,881,310 Top 11% higher than 89% of 123,620 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 2024

Georgia's Own Credit Union Employees Savings Plan & Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Georgia's Own Credit Union Employees Savings Plan & Trust sits mid-pack in the medium band (695 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Georgia's Own Credit Union Employees Savings Plan & Trust end-of-year assets rose from $73M in the plan year 2023 filing to $88M in the plan year 2024 filing.
  • Georgia's Own Credit Union Employees Savings Plan & Trust reported net income fell from $16M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Georgia's Own Credit Union Employees Savings Plan & Trust reported participants rose from 673 in the plan year 2023 filing to 695 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 580147128 · Georgia's Own Credit Union PY 2024 · 401(k)

Georgia's Own Credit Union Employees Savings Plan & Trust · $88M · 695 · 89th

  • PCT $88M
  • PCT 695
  • PCT 89th
  • PCT 401(k)
  • PCT near Qualawash Holdings, LLC 401(k) Retirement Plan
  • PCT 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 Georgia →

Georgia's Own Credit Union Employees Savings Plan & Trust in the asset neighbourhood

Qualawash Holdings, LLC 401(k) Retirement PlanQualawash Holdings, LLC 401(…$88MUwh of Texas, PLLC 401(k) Retirement PlanUwh of Texas, PLLC 401(k) Re…$88MMitsubishi Ufj Trust and Banking Corporation Retirement and Savings PlanMitsubishi Ufj Trust and Ban…$88MGeorgia's Own Credit Union Employees Savings Plan & TrustGeorgia's Own Credit Union E…$88MColonial Savings 401(k) Profit Sharing PlanColonial Savings 401(k) Prof…$88M
End-of-year total assets ($M) among Georgia's Own Credit Union Employees Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$88M
Net Income$15M
Employer EIN580147128
Plan Effective Date1979-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia's Own Credit Union)

Sponsor-wide plan assets over time

All Georgia's Own Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 56.470175899020205% vs 2022
2024 filing year
$50M$60M$70M$80M$90M$100M 202220232024 $56.2M $87.9M ▲ +56.5%
Year Plans Participants Total Assets
2022 2 729 $56M
2023 1 673 $73M
2024 1 695 $88M

Nearby 401(k) Plans in Georgia

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

Georgia's Own Credit Union Employees Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Georgia's Own Credit Union Employees Savings Plan & Trust, Total assets ($B): 0.08788131 · Participants: 695Georgia's Own Credit Union Employees Savings Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Georgia's Own Credit Union Employees Savings Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Georgia's Own Credit Union Employees Savings Plan & Trust side-by-side with 3 peers →

Georgia's Own Credit Union Employees Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Qualawash Holdings, LLC 401(k) Retirement Plan in FL ($88M); by covered participants it is Cultivate Solutions 401(k) Plan and Trust in ND (695 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (695 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Georgia's Own Credit Union Employees Savings Plan & Trust assets move in 2024? ▼
Georgia's Own Credit Union Employees Savings Plan & Trust grew sharply - up 21.1% during 2024, from $73M to $88M. Reported net income was $15M.
How have Georgia's Own Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgia's Own Credit Union's sponsor-wide assets grew 56.5%, from $56M to $88M.
Where does Georgia's Own Credit Union Employees Savings Plan & Trust rank by assets among Form 5500 filers? ▼
Georgia's Own Credit Union Employees Savings Plan & Trust ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Georgia's Own Credit Union Employees Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Qualawash Holdings, LLC 401(k) Retirement Plan in FL ($88M, 2,671 participants).
Which 401(k) plans cover a similar participant headcount to Georgia's Own Credit Union Employees Savings Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cultivate Solutions 401(k) Plan and Trust in ND (695 participants, $13M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 580147128.

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.