401(k) · DOL Form 5500 · 2024
Palmetto Citizens Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 295
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $118,273
- Avg per participant Near avg balance/head
Official DOL plan name: Palmetto Citizens Federal Credit Union 401(k) Plan and Trust · Sponsored by Palmetto Citizens Federal Credit Union · South Carolina · Finance & Insurance
$35M in assets, 295 participants
Palmetto Citizens Federal Credit Union's Palmetto Citizens Federal Credit Union 401(k) Plan and Trust reported $35M in total assets and 295 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #5,822 in Finance & Insurance (8,549 peers)
Where Palmetto Citizens Federal Credit Union 401(k) Plan and Trust sits by assets
Palmetto Citizens Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $35M for 295 participants (~$118,273/participant), up 10.4% in 2024.
- #5,822
- in Finance & Insurance (8,549 peers)
- +10.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Palmetto Citizens Federal Credit Union 401(k) Plan and Trust's outsized position by total assets
Palmetto Citizens Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$34,890,492 Top 20% higher than 80% 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
Palmetto Citizens Federal 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. Palmetto Citizens Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (295 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Palmetto Citizens Federal Credit Union 401(k) Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Palmetto Citizens Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
- Palmetto Citizens Federal Credit Union 401(k) Plan and Trust reported participants rose from 287 in the plan year 2023 filing to 295 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 570314480 · Palmetto Citizens Federal Credit Union PY 2024 · 401(k)
Palmetto Citizens Federal Credit Union 401(k) Plan and Trust · $35M · 295 · 80th
- EIN $35M
- EIN 295
- EIN 80th
- EIN 401(k)
- EIN near Equitrust Life Insurance Company Retirement Savings Plan
- EIN ind #5822
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 South Carolina →
Palmetto Citizens Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | $3M |
| Employer EIN | 570314480 |
| Plan Effective Date | 1997-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmetto Citizens Federal Credit Union)
Sponsor-wide plan assets over time
All Palmetto Citizens Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $35M 25.6497285010188% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 277 | $28M |
| 2023 | 1 | 287 | $32M |
| 2024 | 1 | 295 | $35M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Palmetto Citizens Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Equitrust Life Insurance Company Retirement Savings Plan in IL ($35M); by covered participants it is Sioux Falls Ford, Inc. 401(k) Plan in SD (295 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
Similar participant headcount
Nearest other-state filings by covered participants (295 participants); asset peers above are excluded.
- Sioux Falls Ford, Inc. 401(k) Plan (SD) 295 · 0 off
- The University of Iowa Center for Adv. 401(k) Plan (IA) 295 · 0 off
- I-Car 401(k) Profit Sharing Plan (IL) 295 · 0 off
- Imperial Beverage Company 401(k) Salary Reduction (MI) 295 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.