401(k) · DOL Form 5500 · 2024

Kinetic Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
133
Participants Small participant base
71st
Percentile by assets National rank
$159,685
Avg per participant Above avg balance/head
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Official DOL plan name: Kinetic Credit Union 401(k) Plan and Trust · Sponsored by Kinetic Credit Union · Georgia · Finance & Insurance

$21M in assets, 133 participants

Kinetic Credit Union's Kinetic Credit Union 401(k) Plan and Trust reported $21M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,856 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Kinetic Credit Union 401(k) Plan and Trust covers 133 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $21M.

#4,856
in Finance & Insurance (8,549 peers)
+14.2%
assets growth YoY

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

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

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

$21,238,135 Top 29% higher than 71% 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

Kinetic Credit Union 401(k) Plan and 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. Kinetic Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Kinetic Credit Union 401(k) Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Kinetic Credit Union 401(k) Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Kinetic Credit Union 401(k) Plan and Trust reported participants rose from 131 in the plan year 2023 filing to 133 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 580667515 · Kinetic Credit Union PY 2024 · 401(k)

Kinetic Credit Union 401(k) Plan and Trust · $21M · 133 · 71st

  • ASSETS $21M
  • ASSETS 133
  • ASSETS 71st
  • ASSETS 401(k)
  • ASSETS near Peter Defries Corp 401(k) Plan
  • ASSETS ind #4856

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 →

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

Kinetic Credit Union 401(k) Plan and TrustKinetic Credit Union 401(k) …$21MPeter Defries Corp 401(k) PlanPeter Defries Corp 401(k) Pl…$21MCrom Corporation Profit Sharing/ 401(k) Plan for EmployeesCrom Corporation Profit Shar…$21MAbrams Fensterman, LLP 401(k) Retirement PlanAbrams Fensterman, LLP 401(k…$21MHrp Associates, Inc. 401(k) Profit Sharing PlanHrp Associates, Inc. 401(k) …$21M
End-of-year total assets ($M) among Kinetic Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$3M
Employer EIN580667515
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Kinetic Credit Union)

Sponsor-wide plan assets over time

All Kinetic Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$21M 39.22823287796328% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.3M $21.2M ▲ +39.3%
Year Plans Participants Total Assets
2022 1 131 $15M
2023 1 131 $19M
2024 1 133 $21M

Nearby 401(k) Plans in Georgia

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

Kinetic Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Kinetic Credit Union 401(k) Plan and Trust, Total assets ($B): 0.021238135 · Participants: 133Kinetic Credit Union 401(k) Plan and 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
Kinetic Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Kinetic Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Kinetic 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 Peter Defries Corp 401(k) Plan in NM ($21M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 Kinetic Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Kinetic Credit Union 401(k) Plan and Trust grew at a solid clip - up 14.2% during 2024, from $19M to $21M. Reported net income was $3M.
How have Kinetic Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Kinetic Credit Union's sponsor-wide assets grew 39.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Kinetic Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Peter Defries Corp 401(k) Plan in NM ($21M, 544 participants).
Which 401(k) plans cover a similar participant headcount to Kinetic Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A 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 580667515.

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.