401(k) · DOL Form 5500 · 2024

Coosa Valley Credit Union 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
127
Participants Small participant base
58th
Percentile by assets National rank
$85,484
Avg per participant Below avg balance/head
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Official DOL plan name: Coosa Valley Credit Union Retirement Savings Plan · Sponsored by Coosa Valley Credit Union · Georgia · Finance & Insurance

$11M in assets, 127 participants

Coosa Valley Credit Union's Coosa Valley Credit Union Retirement Savings Plan reported $11M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,539 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Coosa Valley Credit Union Retirement Savings Plan covers 127 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#3,539
in Finance & Insurance (8,549 peers)
+17.4%
assets growth YoY

Coosa Valley Credit Union Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Coosa Valley Credit Union Retirement Savings Plan vs every filed plan by assets

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

$10,856,507 Top 42% higher than 58% 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

Coosa Valley Credit Union Retirement Savings 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. Coosa Valley Credit Union Retirement Savings Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Coosa Valley Credit Union Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Coosa Valley Credit Union Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Coosa Valley Credit Union Retirement Savings Plan reported participants rose from 112 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 580664019 · Coosa Valley Credit Union PY 2024 · 401(k)

Coosa Valley Credit Union Retirement Savings Plan · $11M · 127 · 58th

  • NET $11M
  • BOOK 127
  • VS-ST 58th
  • BOY 401(k)
  • SCH near Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #3539

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 →

Coosa Valley Credit Union Retirement Savings Plan in the asset neighbourhood

Coosa Valley Credit Union Retirement Savings PlanCoosa Valley Credit Union Re…$11MPersonal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing PlanPersonal Resources Investmen…$11MThe Korea Daily 401(k) Plan$11MIntigral, Inc. Incentive Plan and TrustIntigral, Inc. Incentive Pla…$11MJ.L. Wauford, Inc. 401(k) PlanJ.L. Wauford, Inc. 401(k) Pl…$11M
End-of-year total assets ($M) among Coosa Valley Credit Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN580664019
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Coosa Valley Credit Union)

Sponsor-wide plan assets over time

All Coosa Valley Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 47.48322314041728% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.36M $10.9M ▲ +47.6%
Year Plans Participants Total Assets
2022 1 101 $7M
2023 1 112 $9M
2024 1 127 $11M

Nearby 401(k) Plans in Georgia

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

Coosa Valley Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Coosa Valley Credit Union Retirement Savings Plan, Total assets ($B): 0.010856507 · Participants: 127Coosa Valley Credit Union Retirement Savings PlanThe 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
Coosa Valley Credit Union Retirement Savings Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Coosa Valley Credit Union Retirement Savings Plan side-by-side with 3 peers →

Coosa Valley Credit Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan in CA ($11M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Coosa Valley Credit Union Retirement Savings Plan assets move in 2024? ▼
Coosa Valley Credit Union Retirement Savings Plan grew sharply - up 17.4% during 2024, from $9M to $11M. Reported net income was $2M.
How have Coosa Valley Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Coosa Valley Credit Union's sponsor-wide assets grew 47.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Coosa Valley Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Personal Resources Investment & Strategic Management, Inc. 401(k) Profit Sharing Plan in CA ($11M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Coosa Valley Credit Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 580664019.

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.