401(k) · DOL Form 5500 · 2024

Piedmont Advantage Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
100
Participants Small participant base
52nd
Percentile by assets National rank
$84,260
Avg per participant Below avg balance/head
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Official DOL plan name: Piedmont Advantage Credit Union 401(k) Plan · Sponsored by Piedmont Advantage Credit Union · North Carolina · Finance & Insurance

$8M in assets, 100 participants

Piedmont Advantage Credit Union's Piedmont Advantage Credit Union 401(k) Plan reported $8M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,092 in Finance & Insurance (8,549 peers)

Coverage in North Carolina

Piedmont Advantage Credit Union 401(k) Plan covers 100 participants in North Carolina, about 12% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#3,092
in Finance & Insurance (8,549 peers)
+5.5%
assets growth YoY

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

Piedmont Advantage Credit Union 401(k) Plan vs every filed plan by assets

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

$8,425,988 Top 48% higher than 52% 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

Piedmont Advantage Credit Union 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Piedmont Advantage Credit Union 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Piedmont Advantage Credit Union 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $439K in the plan year 2024 filing.
  • Piedmont Advantage Credit Union 401(k) Plan reported participants fell from 110 in the plan year 2023 filing to 100 in the plan year 2024 filing.
  • Piedmont Advantage Credit Union 401(k) Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 566048494 · Piedmont Advantage Credit Union PY 2024 · 401(k)

Piedmont Advantage Credit Union 401(k) Plan · $8M · 100 · 52nd

  • SCH $8M
  • SCH 100
  • SCH 52nd
  • SCH 401(k)
  • SCH near Onesignal 401(k) Plan
  • SCH ind #3092

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 North Carolina →

Piedmont Advantage Credit Union 401(k) Plan in the asset neighbourhood

Piedmont Advantage Credit Union 401(k) PlanPiedmont Advantage Credit Un…$8MOnesignal 401(k) Plan$8MTori Richard, Ltd. 401(k) Retirement Savings PlanTori Richard, Ltd. 401(k) Re…$8MRmc/Cargo Largo 401(k) Plan$8MPlatinum Press Inc 401(k) PlanPlatinum Press Inc 401(k) Pl…$8M
End-of-year total assets ($M) among Piedmont Advantage Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$439K
Employer EIN566048494
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Piedmont Advantage Credit Union)

Sponsor-wide plan assets over time

All Piedmont Advantage Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$8M 25.915119997609015% vs 2022
2024 filing year
$6M$7M$8M$9M 202220232024 $6.69M $8.43M ▲ +26.0%
Year Plans Participants Total Assets
2022 1 116 $7M
2023 1 110 $8M
2024 1 100 $8M

Nearby 401(k) Plans in North Carolina

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

Piedmont Advantage Credit Union 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Piedmont Advantage Credit Union 401(k) Plan, Total assets ($B): 0.008425988 · Participants: 100Piedmont Advantage Credit Union 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Piedmont Advantage Credit Union 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Piedmont Advantage Credit Union 401(k) Plan side-by-side with 3 peers →

Piedmont Advantage Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Onesignal 401(k) Plan in CA ($8M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Piedmont Advantage Credit Union 401(k) Plan assets move in 2024? ▼
Piedmont Advantage Credit Union 401(k) Plan grew at a solid clip - up 5.5% during 2024, from $8M to $8M. Reported net income was $439K.
How have Piedmont Advantage Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Piedmont Advantage Credit Union's sponsor-wide assets grew 25.9%, from $7M to $8M.
Which 401(k) plans are similar in size to Piedmont Advantage Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Onesignal 401(k) Plan in CA ($8M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Piedmont Advantage Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 566048494.

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.