401(k) · DOL Form 5500 · 2024

Associated Credit Union 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
352
Participants Below avg headcount
84th
Percentile by assets National rank
$137,067
Avg per participant Near avg balance/head
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Official DOL plan name: Associated Credit Union 401(k) Plan and Trust · Sponsored by Associated Credit Union · Georgia · Finance & Insurance

$48M in assets, 352 participants

Associated Credit Union's Associated Credit Union 401(k) Plan and Trust reported $48M in total assets and 352 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,394 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Associated Credit Union 401(k) Plan and Trust covers 352 participants in Georgia, about 32% of the average Georgia filer (state average ~1,096 per filing). Assets: $48M.

#6,394
in Finance & Insurance (8,549 peers)
+13.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$48,247,408 Top 16% higher than 84% 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

Associated 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. Associated Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (352 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Credit Union 401(k) Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Associated Credit Union 401(k) Plan and Trust end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Associated Credit Union 401(k) Plan and Trust reported participants rose from 333 in the plan year 2023 filing to 352 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580240950 · Associated Credit Union PY 2024 · 401(k)

Associated Credit Union 401(k) Plan and Trust · $48M · 352 · 84th

  • BOOK $48M
  • BOOK 352
  • BOOK 84th
  • BOOK 401(k)
  • BOOK near Virginia Women's Center, Inc. 401(k) Plan
  • BOOK ind #6394

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 →

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

Keywords US Holdings, Inc. 401(k) P/S PlanKeywords US Holdings, Inc. 4…$48MAssociated Credit Union 401(k) Plan and TrustAssociated Credit Union 401(…$48MVirginia Women's Center, Inc. 401(k) PlanVirginia Women's Center, Inc…$48MWyanoke Deferred Compensation PlanWyanoke Deferred Compensatio…$48MThe Commodities Group 401(k) Plan and TrustThe Commodities Group 401(k)…$48M
End-of-year total assets ($M) among Associated 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)$42M
Net Assets (End of Year)$48M
Net Income$6M
Employer EIN580240950
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Credit Union)

Sponsor-wide plan assets over time

All Associated Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$48M 26.155243399484156% vs 2022
2024 filing year
$35M$40M$45M$50M 202220232024 $38.2M $48.3M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 327 $38M
2023 1 333 $42M
2024 1 352 $48M

Nearby 401(k) Plans in Georgia

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

Associated 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 ($B) Participants Associated Credit Union 401(k) Plan and Trust, Total assets ($B): 0.048247408 · Participants: 352Associated 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
Associated Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Associated Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Associated 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 Virginia Women's Center, Inc. 401(k) Plan in VA ($48M); by covered participants it is Ritchey Management II, LLC 401(k) Plan in TN (352 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Associated Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Associated Credit Union 401(k) Plan and Trust grew at a solid clip - up 13.9% during 2024, from $42M to $48M. Reported net income was $6M.
How have Associated Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Credit Union's sponsor-wide assets grew 26.2%, from $38M to $48M.
Where does Associated Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Credit Union 401(k) Plan and Trust ranks in the 84th 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 Associated Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Virginia Women's Center, Inc. 401(k) Plan in VA ($48M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Associated Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ritchey Management II, LLC 401(k) Plan in TN (352 participants, $14M 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 580240950.

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.