401(k) · DOL Form 5500 · 2024
Credit Union Loan Source, LLC 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 128
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $94,596
- Avg per participant Below avg balance/head
Official DOL plan name: Credit Union Loan Source 401(k) Plan · Sponsored by Credit Union Loan Source, LLC · Georgia · Finance & Insurance
$12M in assets, 128 participants
Credit Union Loan Source, LLC's Credit Union Loan Source 401(k) Plan reported $12M in total assets and 128 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #3,746 in Finance & Insurance (8,549 peers)
Coverage in Georgia
Credit Union Loan Source 401(k) Plan covers 128 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $12M.
- #3,746
- in Finance & Insurance (8,549 peers)
- +18.8%
- assets growth YoY
Credit Union Loan Source 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Credit Union Loan Source 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,108,264 Top 40% higher than 60% 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
Credit Union Loan Source 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. Credit Union Loan Source 401(k) Plan sits mid-pack in the medium band (128 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Credit Union Loan Source 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Credit Union Loan Source 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Credit Union Loan Source 401(k) Plan reported participants fell from 141 in the plan year 2023 filing to 128 in the plan year 2024 filing.
DOL schedule card
Filing strip 800117641 · Credit Union Loan Source, LLC PY 2024 · 401(k)
Credit Union Loan Source 401(k) Plan · $12M · 128 · 60th
- VS-ST $12M
- VS-ST 128
- VS-ST 60th
- VS-ST 401(k)
- VS-ST near Bga Employee Incentive Savings Plan
- VS-ST ind #3746
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 →
Credit Union Loan Source 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 800117641 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Credit Union Loan Source, LLC)
Sponsor-wide plan assets over time
All Credit Union Loan Source, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 66.48886516552204% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $7M |
| 2023 | 1 | 141 | $10M |
| 2024 | 1 | 128 | $12M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Credit Union Loan Source 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bga Employee Incentive Savings Plan in TX ($12M); by covered participants it is Kingland Systems, LLC 401(k) Plan in IA (128 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Bga Employee Incentive Savings Plan (TX) $12M · 81
- Sei 401(k) Plan (MD) $12M · 111
- Rpci Oncology PC 401(k) Profit Sharing Plan (NY) $12M · 211
- Kksp Precision Machining 401(k) Plan (IL) $12M · 175
Similar participant headcount
Nearest other-state filings by covered participants (128 participants); asset peers above are excluded.
- Kingland Systems, LLC 401(k) Plan (IA) 128 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 128 · 0 off
- Almaden 401(k) Plan (CA) 128 · 0 off
- Acolad Retirement Savings Plan (WI) 128 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.