401(k) · DOL Form 5500 · 2024

Avadian Credit Union 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
267
Participants Below avg headcount
75th
Percentile by assets National rank
$96,033
Avg per participant Below avg balance/head
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Official DOL plan name: Avadian Credit Union 401(k) Plan · Sponsored by Avadian Credit Union · Alabama · Finance & Insurance

$26M in assets, 267 participants

Avadian Credit Union's Avadian Credit Union 401(k) Plan reported $26M in total assets and 267 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,235 in Finance & Insurance (8,549 peers)

Where Avadian Credit Union 401(k) Plan sits by assets

Avadian Credit Union 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 267 participants (~$96,033/participant), up 17.9% in 2024.

#5,235
in Finance & Insurance (8,549 peers)
+17.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avadian Credit Union 401(k) Plan's outsized position by total assets

Avadian Credit Union 401(k) Plan vs every filed plan by assets

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

$25,640,754 Top 25% higher than 75% 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

Avadian Credit Union 401(k) 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. Avadian Credit Union 401(k) Plan sits mid-pack in the medium band (267 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avadian Credit Union 401(k) Plan end-of-year assets rose from $22M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Avadian Credit Union 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Avadian Credit Union 401(k) Plan reported participants rose from 259 in the plan year 2023 filing to 267 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 630207315 · Avadian Credit Union PY 2024 · 401(k)

Avadian Credit Union 401(k) Plan · $26M · 267 · 75th

  • EOY $26M
  • EOY 267
  • EOY 75th
  • EOY 401(k)
  • EOY near Regal Ware, Inc. Profit Sharing Plan
  • EOY ind #5235

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 →

Avadian Credit Union 401(k) Plan in the asset neighbourhood

Avadian Credit Union 401(k) PlanAvadian Credit Union 401(k) …$26MRegal Ware, Inc. Profit Sharing PlanRegal Ware, Inc. Profit Shar…$26MLevel Access, Inc. 401(k) PlanLevel Access, Inc. 401(k) Pl…$26MFiske Brothers Refining Co. 401(k) PlanFiske Brothers Refining Co. …$26MCaddick Utilities LLC 401(k) Retirement PlanCaddick Utilities LLC 401(k)…$26M
End-of-year total assets ($M) among Avadian Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN630207315
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Avadian Credit Union)

Sponsor-wide plan assets over time

All Avadian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 25.399745556796262% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.5M $62.1M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 361 $50M
2023 2 359 $57M
2024 2 359 $62M

Nearby 401(k) Plans in Alabama

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

Avadian Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Avadian Credit Union 401(k) Plan, Total assets ($B): 0.025640754 · Participants: 267Avadian Credit Union 401(k) 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
Avadian Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Avadian Credit Union 401(k) Plan side-by-side with 3 peers →

Avadian Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Regal Ware, Inc. Profit Sharing Plan in WI ($26M); by covered participants it is Envirovac Holdings 401(k) Savings Plan in GA (267 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (267 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 Avadian Credit Union 401(k) Plan assets move in 2024? ▼
Avadian Credit Union 401(k) Plan grew sharply - up 17.9% during 2024, from $22M to $26M. Reported net income was $4M.
How have Avadian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avadian Credit Union's sponsor-wide assets grew 25.4%, from $50M to $62M.
Where does Avadian Credit Union 401(k) Plan rank by assets among Form 5500 filers? ▼
Avadian Credit Union 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Avadian Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Regal Ware, Inc. Profit Sharing Plan in WI ($26M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Avadian Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings 401(k) Savings Plan in GA (267 participants, $5M 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 630207315.

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.