401(k) · DOL Form 5500 · 2024
Truliant Federal Credit Union 401(k) Plan
Data updated 2026-08-11
- $69M
- Total assets
- 875
- Participants
- 87th
- Percentile by assets
- $78,338
- Avg per participant
Official DOL plan name: Truliant Federal Credit Union 401(k) Plan and Trust · Sponsored by Truliant Federal Credit Union · North Carolina · Finance & Insurance
$69M in assets, 875 participants
Truliant Federal Credit Union's Truliant Federal Credit Union 401(k) Plan and Trust reported $69M in total assets and 875 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 123,622 plans)
- #6,881 in Finance & Insurance (8,549 peers)
Where Truliant Federal Credit Union 401(k) Plan and Trust sits by assets
Truliant Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $69M for 875 participants (~$78,338/participant), up 13.6% in 2024.
- $69M
- total plan assets (2024 EOY)
- 875
- covered participants
- 87th
- percentile by assets (of 123,622 plans)
- $78,338
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Truliant Federal Credit Union 401(k) Plan and Trust reported net income fell from $12M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Truliant Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $60M in the plan year 2023 filing to $69M in the plan year 2024 filing.
Truliant Federal Credit Union 401(k) Plan and Trust vs the 2024 asset distribution
By assets, Truliant Federal Credit Union 401(k) Plan and Trust outranks 87% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $60M |
|---|---|
| Net Assets (End of Year) | $69M |
| Net Income | $8M |
| Employer EIN | 560582032 |
| Plan Effective Date | 1985-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Truliant Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,353 | $129M |
| 2023 | 2 | 1,615 | $157M |
| 2024 | 2 | 1,652 | $173M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Truliant Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Truliant Federal Credit Union 401(k) Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Truliant Federal Credit Union 401(k) Plan and Trust assets move in 2024? ▼
How have Truliant Federal Credit Union plan assets changed over time? ▼
Where does Truliant Federal Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Truliant Federal Credit Union 401(k) Pla…
Scale reading
Ways to act on Truliant Federal Credit Union 401(k) Plan and Trust's numbers.
- By total assets, Truliant Federal Credit Union 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Truliant Federal Credit Union's sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Finance & Insurance plans