Defined Benefit (Pension) · DOL Form 5500 · 2023

Truliant Federal Credit Union Pension Plan

Data updated 2026-08-25

$97M
Total assets Below avg plan size
747
Participants Near avg headcount
91st
Percentile by assets National rank
$129,871
Avg per participant Near avg balance/head
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Official DOL plan name: Truliant Federal Credit Union Pension Plan · Sponsored by Truliant Federal Credit Union · North Carolina · Finance & Insurance

$97M in assets, 747 participants

Truliant Federal Credit Union's Truliant Federal Credit Union Pension Plan reported $97M in total assets and 747 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,647 in Finance & Insurance (8,869 peers)

Where Truliant Federal Credit Union Pension Plan sits by assets

Truliant Federal Credit Union Pension Plan sits in the top 10% of all filed plans by assets, $97M for 747 participants (~$129,871/participant), up 20.2% in 2023.

#7,647
in Finance & Insurance (8,869 peers)
+20.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Truliant Federal Credit Union Pension Plan's outsized position by total assets

Truliant Federal Credit Union Pension Plan vs every filed plan by assets

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

$97,013,508 Top 9% higher than 91% 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 Pension 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. Truliant Federal Credit Union Pension Plan sits mid-pack in the medium band (747 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Truliant Federal Credit Union Pension Plan reported net income rose from $4M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Truliant Federal Credit Union Pension Plan reported participants rose from 619 in the plan year 2022 filing to 747 in the plan year 2023 filing.
  • Truliant Federal Credit Union Pension Plan end-of-year assets rose from $81M in the plan year 2022 filing to $97M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 560582032 · Truliant Federal Credit Union PY 2023 · Defined Benefit (Pension)

Truliant Federal Credit Union Pension Plan · $97M · 747 · 91st

  • EOY $97M
  • 5500 747
  • ASSETS 91st
  • PCT Defined Benefit (Pension)
  • EIN near Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan
  • RANK ind #7647

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 Pension Plan in the asset neighbourhood

Truliant Federal Credit Union Pension PlanTruliant Federal Credit Unio…$97MDetroit Free Press, Inc. Newspaper Guild of Detroit Pension PlanDetroit Free Press, Inc. New…$97MCalportland Company Defined Benefit Pension PlanCalportland Company Defined …$97MMerged Utu and Greenbrier Pension PlanMerged Utu and Greenbrier Pe…$97MRetirement Plan for Employees of Redington Fairview General HospitalRetirement Plan for Employee…$97M
End-of-year total assets ($M) among Truliant Federal Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$81M
Net Assets (End of Year)$97M
Net Income$16M
Employer EIN560582032
Plan Effective Date1953-01-15
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 Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Truliant Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Truliant Federal Credit Union Pension Plan, Total assets ($B): 0.097013508 · Participants: 747Truliant Federal Credit Union Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.613752395 · Participants: 11145Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.582387965 · Participants: 45818Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.0264 · Participants: 14485Duke Energy Retirement Cash Balance PlanDuke Energy Legacy Pension Plan, Total assets ($B): 3.3721 · Participants: 371Duke Energy Legacy Pension PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.616859519 · Participants: 21020Employees' Retirement Plan of Duke University
Truliant Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Truliant Federal Credit Union Pension Plan side-by-side with 3 peers →

Truliant Federal Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan in MI ($97M); by covered participants it is Operating Engineers Local No 37 Pension Fund in MD (745 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Pension Plan assets move in 2023? ▼
Truliant Federal Credit Union Pension Plan grew sharply - up 20.2% during 2023, from $81M to $97M. Reported net income was $16M.
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 Pension Plan rank by assets among Form 5500 filers? ▼
Truliant Federal Credit Union Pension Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Truliant Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Detroit Free Press, Inc. Newspaper Guild of Detroit Pension Plan in MI ($97M, 91 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Truliant Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Operating Engineers Local No 37 Pension Fund in MD (745 participants, $143M 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.