401(k) · DOL Form 5500 · 2024

Georgia United Credit Union 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
341
Participants Below avg headcount
83rd
Percentile by assets National rank
$136,443
Avg per participant Near avg balance/head
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Official DOL plan name: Georgia United Credit Union 401(k) Plan and Trust · Sponsored by Georgia United Credit Union · Georgia · Finance & Insurance

$47M in assets, 341 participants

Georgia United Credit Union's Georgia United Credit Union 401(k) Plan and Trust reported $47M in total assets and 341 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,334 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Georgia United Credit Union 401(k) Plan and Trust covers 341 participants in Georgia, about 31% of the average Georgia filer (state average ~1,096 per filing). Assets: $47M.

#6,334
in Finance & Insurance (8,549 peers)
+13.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$46,527,197 Top 17% higher than 83% 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

Georgia United 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. Georgia United Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (341 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Georgia United Credit Union 401(k) Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Georgia United Credit Union 401(k) Plan and Trust end-of-year assets rose from $41M in the plan year 2023 filing to $47M in the plan year 2024 filing.
  • Georgia United Credit Union 401(k) Plan and Trust reported participants rose from 315 in the plan year 2023 filing to 341 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 580800932 · Georgia United Credit Union PY 2024 · 401(k)

Georgia United Credit Union 401(k) Plan and Trust · $47M · 341 · 83rd

  • EOY $47M
  • 5500 341
  • ASSETS 83rd
  • PCT 401(k)
  • EIN near Stoneturn Group, LLP 401(k) Plan
  • RANK ind #6334

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 →

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

Georgia United Credit Union 401(k) Plan and TrustGeorgia United Credit Union …$47MThe British Embassy 401(k) PlanThe British Embassy 401(k) P…$47MCustom-Pak, Inc. Employees 401(k) Retirement PlanCustom-Pak, Inc. Employees 4…$47MStoneturn Group, LLP 401(k) PlanStoneturn Group, LLP 401(k) …$47MCcs Medical 401(k) Plan$47M
End-of-year total assets ($M) among Georgia United 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)$41M
Net Assets (End of Year)$47M
Net Income$5M
Employer EIN580800932
Plan Effective Date1968-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Georgia United Credit Union)

Sponsor-wide plan assets over time

All Georgia United Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$47M 37.371107181871146% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $33.9M $46.5M ▲ +37.4%
Year Plans Participants Total Assets
2022 1 308 $34M
2023 1 315 $41M
2024 1 341 $47M

Nearby 401(k) Plans in Georgia

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

Georgia United 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 ($B) Participants Georgia United Credit Union 401(k) Plan and Trust, Total assets ($B): 0.046527197 · Participants: 341Georgia United 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
Georgia United Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Georgia United Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Georgia United 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 Stoneturn Group, LLP 401(k) Plan in MA ($47M); by covered participants it is Keeler Motor Car Co Limited 401(k) Profit Sharing Plan and Trust in NY (341 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (341 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 Georgia United Credit Union 401(k) Plan and Trust assets move in 2024? ▼
Georgia United Credit Union 401(k) Plan and Trust grew at a solid clip - up 13.3% during 2024, from $41M to $47M. Reported net income was $5M.
How have Georgia United Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Georgia United Credit Union's sponsor-wide assets grew 37.4%, from $34M to $47M.
Where does Georgia United Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Georgia United Credit Union 401(k) Plan and Trust ranks in the 83rd 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 Georgia United Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stoneturn Group, LLP 401(k) Plan in MA ($47M, 140 participants).
Which 401(k) plans cover a similar participant headcount to Georgia United Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Keeler Motor Car Co Limited 401(k) Profit Sharing Plan and Trust in NY (341 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 580800932.

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.