401(k) · DOL Form 5500 · 2024

Five Star Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
158
Participants Small participant base
62nd
Percentile by assets National rank
$84,133
Avg per participant Below avg balance/head
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Official DOL plan name: Five Star Credit Union 401(k) Retirement Savings Plan · Sponsored by Five Star Credit Union · Alabama · Finance & Insurance

$13M in assets, 158 participants

Five Star Credit Union's Five Star Credit Union 401(k) Retirement Savings Plan reported $13M in total assets and 158 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.

  • #3,912 in Finance & Insurance (8,549 peers)

Coverage in Alabama

Five Star Credit Union 401(k) Retirement Savings Plan covers 158 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $13M.

#3,912
in Finance & Insurance (8,549 peers)
+45.8%
assets growth YoY

Five Star Credit Union 401(k) Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Five Star Credit Union 401(k) Retirement Savings Plan vs every filed plan by assets

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

$13,293,004 Top 38% higher than 62% 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

Five Star Credit Union 401(k) Retirement Savings Plan 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. Five Star Credit Union 401(k) Retirement Savings Plan sits mid-pack in the medium band (158 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Five Star Credit Union 401(k) Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Five Star Credit Union 401(k) Retirement Savings Plan reported participants rose from 100 in the plan year 2023 filing to 158 in the plan year 2024 filing.
  • Five Star Credit Union 401(k) Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 580960142 · Five Star Credit Union PY 2024 · 401(k)

Five Star Credit Union 401(k) Retirement Savings Plan · $13M · 158 · 62nd

  • RANK $13M
  • RANK 158
  • RANK 62nd
  • RANK 401(k)
  • RANK near Pgl 401(k) Plan
  • RANK ind #3912

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 Alabama →

Five Star Credit Union 401(k) Retirement Savings Plan in the asset neighbourhood

Five Star Credit Union 401(k) Retirement Savings PlanFive Star Credit Union 401(k…$13MPgl 401(k) Plan$13MHorizon Retail Construction 401(k) Profit Sharing PlanHorizon Retail Construction …$13MHull Associates 401(k) Savings PlanHull Associates 401(k) Savin…$13MEsentire America 401(k) Profit Sharing PlanEsentire America 401(k) Prof…$13M
End-of-year total assets ($M) among Five Star Credit Union 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN580960142
Plan Effective Date1997-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Five Star Credit Union)

Sponsor-wide plan assets over time

All Five Star Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 76.15916418975355% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.55M $13.3M ▲ +76.0%
Year Plans Participants Total Assets
2022 1 100 $8M
2023 1 100 $9M
2024 1 158 $13M

Nearby 401(k) Plans in Alabama

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

Five Star Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Five Star Credit Union 401(k) Retirement Savings Plan, Total assets ($B): 0.013293004 · Participants: 158Five Star Credit Union 401(k) Retirement Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Five Star Credit Union 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Five Star Credit Union 401(k) Retirement Savings Plan side-by-side with 3 peers →

Five Star Credit Union 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Pgl 401(k) Plan in TX ($13M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 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 (158 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 Five Star Credit Union 401(k) Retirement Savings Plan assets move in 2024? ▼
Five Star Credit Union 401(k) Retirement Savings Plan surged - up 45.8% during 2024, from $9M to $13M. Reported net income was $4M.
How have Five Star Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Five Star Credit Union's sponsor-wide assets grew 76.2%, from $8M to $13M.
Which 401(k) plans are similar in size to Five Star Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pgl 401(k) Plan in TX ($13M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Five Star Credit Union 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants, $277K 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 580960142.

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.