401(k) · DOL Form 5500 · 2024
The Southern Credit Union 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 60
- Participants Small participant base
- 62nd
- Percentile by assets National rank
- $223,687
- Avg per participant Above avg balance/head
Official DOL plan name: The Southern Credit Union 401(k) Plan and Trust · Sponsored by The Southern Credit Union · Georgia · Finance & Insurance
$13M in assets, 60 participants
The Southern Credit Union's The Southern Credit Union 401(k) Plan and Trust reported $13M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #3,936 in Finance & Insurance (8,549 peers)
The Southern Credit Union multi-year trail
The Southern Credit Union's plans moved +21.2% in assets from 2022 to 2024; this filing shows The Southern Credit Union 401(k) Plan and Trust at $13M / 60 participants.
- #3,936
- in Finance & Insurance (8,549 peers)
- +3.2%
- assets growth YoY
The Southern Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
The Southern Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,421,200 Top 38% higher than 62% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Southern Credit Union 401(k) Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Southern Credit Union 401(k) Plan and Trust is a small filing (60 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Southern Credit Union 401(k) Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $416K in the plan year 2024 filing.
- The Southern Credit Union 401(k) Plan and Trust reported participants fell from 65 in the plan year 2023 filing to 60 in the plan year 2024 filing.
- The Southern Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 580905515 · The Southern Credit Union PY 2024 · 401(k)
The Southern Credit Union 401(k) Plan and Trust · $13M · 60 · 62nd
- NET $13M
- BOOK 60
- VS-ST 62nd
- BOY 401(k)
- SCH near Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan
- EBSA ind #3936
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 →
The Southern Credit Union 401(k) Plan and Trust in the asset neighbourhood
The Southern Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All The Southern Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 21.213095515597747% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 73 | $11M |
| 2023 | 1 | 65 | $13M |
| 2024 | 1 | 60 | $13M |
The Southern Credit Union filing trail (2024)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $416K |
| Employer EIN | 580905515 |
| Plan Effective Date | 1998-02-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
The Southern Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Aspen Waste Systems, Inc. 401(k) Profit Sharing Plan in MN ($13M); by covered participants it is Clos Lachance Wines, LLC 401-K Profit Sharing Plan in CA (60 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (60 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.