401(k) · DOL Form 5500 · 2024

Southeast Financial Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
116
Participants Small participant base
66th
Percentile by assets National rank
$138,063
Avg per participant Near avg balance/head
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Official DOL plan name: Southeast Financial Credit Union 401(k) Plan and Trust · Sponsored by Southeast Financial Credit Union · Tennessee · Finance & Insurance

$16M in assets, 116 participants

Southeast Financial Credit Union's Southeast Financial Credit Union 401(k) Plan and Trust reported $16M in total assets and 116 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,271 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Southeast Financial Credit Union 401(k) Plan and Trust covers 116 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $16M.

#4,271
in Finance & Insurance (8,549 peers)
+9.8%
assets growth YoY

Southeast Financial Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

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

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

$16,015,317 Top 34% higher than 66% 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

Southeast Financial 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. Southeast Financial Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southeast Financial Credit Union 401(k) Plan and Trust end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Southeast Financial Credit Union 401(k) Plan and Trust reported participants rose from 110 in the plan year 2023 filing to 116 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 620382058 · Southeast Financial Credit Union PY 2024 · 401(k)

Southeast Financial Credit Union 401(k) Plan and Trust · $16M · 116 · 66th

  • BOY $16M
  • BOY 116
  • BOY 66th
  • BOY 401(k)
  • BOY near Bickford Senior Living 401(k) Retirement Plan
  • BOY ind #4271

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 Tennessee →

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

Southeast Financial Credit Union 401(k) Plan and TrustSoutheast Financial Credit U…$16MBickford Senior Living 401(k) Retirement PlanBickford Senior Living 401(k…$16MCareonsite Management, Inc. Employees' 401(k) & Profit Sharing PlanCareonsite Management, Inc. …$16MMallard Creek Polymers LLC Ees Savings PlanMallard Creek Polymers LLC E…$16MNorth State Grocery, Inc. 401(k) PlanNorth State Grocery, Inc. 40…$16M
End-of-year total assets ($M) among Southeast Financial Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN620382058
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Financial Credit Union)

Sponsor-wide plan assets over time

All Southeast Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.19435435727969% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $27M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 222 $22M
2023 2 219 $25M
2024 2 224 $27M

Nearby 401(k) Plans in Tennessee

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

Southeast Financial Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Southeast Financial Credit Union 401(k) Plan and Trust, Total assets ($B): 0.016015317 · Participants: 116Southeast Financial Credit Union 401(k) Plan and TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Southeast Financial Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Southeast Financial Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Bickford Senior Living 401(k) Retirement Plan in KS ($16M); by covered participants it is Steelseries 401(k) Plan in IL (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Southeast Financial Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Southeast Financial Credit Union 401(k) Plan and Trust grew at a solid clip - up 9.8% during 2024, from $15M to $16M. Reported net income was $1M.
How have Southeast Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Financial Credit Union's sponsor-wide assets grew 21.2%, from $22M to $27M.
Which 401(k) plans are similar in size to Southeast Financial Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bickford Senior Living 401(k) Retirement Plan in KS ($16M, 2,264 participants).
Which 401(k) plans cover a similar participant headcount to Southeast Financial Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Steelseries 401(k) Plan in IL (116 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 620382058.

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.