401(k)
2024 plan-year 401(k) DOL Form 5500

The Robins Financial Credit Union 401(k) Savings and Investment Plan and

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Robins Financial Credit Union · Georgia · Finance & Insurance

What the 2023 filing shows

The Robins Financial Credit Union 401(k) Savings and Investment Plan and holds $61M for 546 participants — about $112,303 per participant, up 14.8% over the 2024 plan year.

$61M
total plan assets (2024 EOY)
546
covered participants
$112,303
avg assets per participant
+14.8%
assets growth YoY
Total Assets (2023)
$61M
Participants
546
State
Industry
Finance & Insurance

What the Filing Says About The Robins Financial Credit Union 401(k) Savings and Investment Plan and

The Robins Financial Credit Union 401(k) Savings and Investment Plan and is a 401(k) retirement plan sponsored by Robins Financial Credit Union, headquartered in Georgia. As of the 2024 Form 5500 filing, the plan reports $61M in total end-of-year assets and covers 546 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 580641605, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $53M at the beginning of 2024 to $61M at year-end — a gain of 14.8%. Net assets (after liabilities) closed the year at $61M, with reported net income of $8M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$53M
Total Assets (End of Year)$61M
Net Assets (End of Year)$61M
Net Income$8M
Plan Type401(k)
Employer EIN580641605
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robins Financial Credit Union)

Year Plans Participants Total Assets
2022 1 633 $44M
2023 1 542 $53M
2024 1 546 $61M

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Frequently Asked Questions

How much money is in the The Robins Financial Credit Union 401(k) Savings and Investment Plan and?
As of the 2024 Form 5500 filing, The Robins Financial Credit Union 401(k) Savings and Investment Plan and holds $61M in total assets with 546 participants. It is sponsored by Robins Financial Credit Union.
What type of plan is The Robins Financial Credit Union 401(k) Savings and Investment Plan and?
The Robins Financial Credit Union 401(k) Savings and Investment Plan and is a 401(k) plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 580641605.
Who sponsors the The Robins Financial Credit Union 401(k) Savings and Investment Plan and?
The Robins Financial Credit Union 401(k) Savings and Investment Plan and is sponsored by Robins Financial Credit Union, located in Georgia. The sponsor's EIN is 580641605 and the plan operates in the Finance & Insurance industry.
How did The Robins Financial Credit Union 401(k) Savings and Investment Plan and perform in 2024?
The Robins Financial Credit Union 401(k) Savings and Investment Plan and grew by 14.8% during 2024, moving from $53M to $61M in total assets. Net income was $8M.
Where can I find official filings for The Robins Financial Credit Union 401(k) Savings and Investment Plan and?
Official Form 5500 filings for The Robins Financial Credit Union 401(k) Savings and Investment Plan and are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580641605 or plan name at efast.dol.gov.
How does The Robins Financial Credit Union 401(k) Savings and Investment Plan and compare to other plans?
You can compare The Robins Financial Credit Union 401(k) Savings and Investment Plan and against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 580641605.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.