401(k) · DOL Form 5500 · 2024

Alabama Credit Union 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
332
Participants Below avg headcount
80th
Percentile by assets National rank
$108,698
Avg per participant Below avg balance/head
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Official DOL plan name: Alabama Credit Union Capital Accumulation Plan · Sponsored by Alabama Credit Union · Alabama · Finance & Insurance

$36M in assets, 332 participants

Alabama Credit Union's Alabama Credit Union Capital Accumulation Plan reported $36M in total assets and 332 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,886 in Finance & Insurance (8,549 peers)

Where Alabama Credit Union Capital Accumulation Plan sits by assets

Alabama Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $36M for 332 participants (~$108,698/participant), up 17.5% in 2024.

#5,886
in Finance & Insurance (8,549 peers)
+17.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Alabama Credit Union Capital Accumulation Plan's outsized position by total assets

Alabama Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$36,087,794 Top 20% higher than 80% 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

Alabama Credit Union Capital Accumulation 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. Alabama Credit Union Capital Accumulation Plan sits mid-pack in the medium band (332 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alabama Credit Union Capital Accumulation Plan end-of-year assets rose from $31M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Alabama Credit Union Capital Accumulation Plan reported participants rose from 290 in the plan year 2023 filing to 332 in the plan year 2024 filing.
  • Alabama Credit Union Capital Accumulation Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630440014 · Alabama Credit Union PY 2024 · 401(k)

Alabama Credit Union Capital Accumulation Plan · $36M · 332 · 80th

  • SCH $36M
  • EBSA 332
  • PART 80th
  • TYPE 401(k)
  • NET near Preferred Travel Group 401(k) Profit Sharing Plan
  • BOOK ind #5886

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 Alabama →

Alabama Credit Union Capital Accumulation Plan in the asset neighbourhood

Alabama Credit Union Capital Accumulation PlanAlabama Credit Union Capital…$36MPreferred Travel Group 401(k) Profit Sharing PlanPreferred Travel Group 401(k…$36MAja Video Systems, Inc. 401(k) PlanAja Video Systems, Inc. 401(…$36MOpus Solutions, LLC 401(k) Retirement PlanOpus Solutions, LLC 401(k) R…$36MRendr Care Physicians 401(k) PlanRendr Care Physicians 401(k)…$36M
End-of-year total assets ($M) among Alabama Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN630440014
Plan Effective Date1963-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Credit Union)

Sponsor-wide plan assets over time

All Alabama Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$36M 47.80153181549752% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.4M $36.1M ▲ +47.8%
Year Plans Participants Total Assets
2022 1 273 $24M
2023 1 290 $31M
2024 1 332 $36M

Nearby 401(k) Plans in Alabama

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

Alabama Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Alabama Credit Union Capital Accumulation Plan, Total assets ($B): 0.036087794 · Participants: 332Alabama Credit Union Capital Accumulation PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Alabama Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Alabama Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Preferred Travel Group 401(k) Profit Sharing Plan in CA ($36M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 Alabama Credit Union Capital Accumulation Plan assets move in 2024? ▼
Alabama Credit Union Capital Accumulation Plan grew sharply - up 17.5% during 2024, from $31M to $36M. Reported net income was $5M.
How have Alabama Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Credit Union's sponsor-wide assets grew 47.8%, from $24M to $36M.
Where does Alabama Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Alabama Credit Union Capital Accumulation Plan ranks in the 80th 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 Alabama Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Travel Group 401(k) Profit Sharing Plan in CA ($36M, 204 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (332 participants, $8M 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 630440014.

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.