Defined Benefit (Pension) · DOL Form 5500 · 2024

Truliant Federal Credit Union Pension Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
777
Participants Near avg headcount
91st
Percentile by assets National rank
$134,366
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Truliant Federal Credit Union Pension Plan · Sponsored by Truliant Federal Credit Union · North Carolina · Finance & Insurance

$104M in assets, 777 participants

Truliant Federal Credit Union's Truliant Federal Credit Union Pension Plan reported $104M in total assets and 777 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,313 in Finance & Insurance (8,549 peers)

Where Truliant Federal Credit Union Pension Plan sits by assets

Truliant Federal Credit Union Pension Plan sits in the top 10% of all filed plans by assets, $104M for 777 participants (~$134,366/participant), up 7.6% in 2024.

#7,313
in Finance & Insurance (8,549 peers)
+7.6%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Truliant Federal Credit Union Pension Plan's outsized position by total assets

Truliant Federal Credit Union Pension Plan vs every filed plan by assets

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

$104,402,182 Top 9% higher than 91% 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

Truliant Federal Credit Union Pension 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. Truliant Federal Credit Union Pension Plan sits mid-pack in the medium band (777 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Truliant Federal Credit Union Pension Plan reported net income fell from $16M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Truliant Federal Credit Union Pension Plan end-of-year assets rose from $97M in the plan year 2023 filing to $104M in the plan year 2024 filing.
  • Truliant Federal Credit Union Pension Plan reported participants rose from 747 in the plan year 2023 filing to 777 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560582032 · Truliant Federal Credit Union PY 2024 · Defined Benefit (Pension)

Truliant Federal Credit Union Pension Plan · $104M · 777 · 91st

  • BOOK $104M
  • VS-ST 777
  • BOY 91st
  • SCH Defined Benefit (Pension)
  • EBSA near Local 381 Pension Fund
  • PART ind #7313

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 →

Truliant Federal Credit Union Pension Plan in the asset neighbourhood

Monument Health, Inc. Pension PlanMonument Health, Inc. Pensio…$105MTruliant Federal Credit Union Pension PlanTruliant Federal Credit Unio…$104MLocal 381 Pension Fund$104MPension Plan for Eaton Employees in Puerto RicoPension Plan for Eaton Emplo…$104MNg Master Inactive Qualified PlanNg Master Inactive Qualified…$104M
End-of-year total assets ($M) among Truliant Federal Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$104M
Net Income$7M
Employer EIN560582032
Plan Effective Date1953-01-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Truliant Federal Credit Union)

Sponsor-wide plan assets over time

All Truliant Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$173M 34.457176788367235% vs 2022
2024 filing year
$120M$140M$160M$180M 202220232024 $129M $173M ▲ +34.5%
Year Plans Participants Total Assets
2022 2 1,353 $129M
2023 2 1,615 $157M
2024 2 1,652 $173M

Nearby Defined Benefit (Pension) Plans in North Carolina

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Truliant Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -505101520 Total assets ($B) Participants Truliant Federal Credit Union Pension Plan, Total assets ($B): 0.104402182 · Participants: 777Truliant Federal Credit Union Pension PlanHoneywell Retirement Earnings Plan, Total assets ($B): 16.577892612 · Participants: 9923Honeywell Retirement Earnings PlanTruist Financial Corporation Pension Plan, Total assets ($B): 14.698665729 · Participants: 38548Truist Financial Corporation Pension PlanDuke Energy Retirement Cash Balance Plan, Total assets ($B): 4.678 · Participants: 13576Duke Energy Retirement Cash Balance PlanEmployees' Retirement Plan of Duke University, Total assets ($B): 2.784844379 · Participants: 22655Employees' Retirement Plan of Duke UniversityThe Hearst Corporation Retirement Plan, Total assets ($B): 2.397551709 · Participants: 1745The Hearst Corporation Retirement Plan
Truliant Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in North Carolina, assets vs. participants
Compare Truliant Federal Credit Union Pension Plan side-by-side with 3 peers →

Truliant Federal Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside North Carolina, the nearest Defined Benefit (Pension) by assets is Local 381 Pension Fund in NY ($104M); by covered participants it is Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots in WA (776 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (777 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 Truliant Federal Credit Union Pension Plan assets move in 2024? ▼
Truliant Federal Credit Union Pension Plan grew at a solid clip - up 7.6% during 2024, from $97M to $104M. Reported net income was $7M.
How have Truliant Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Truliant Federal Credit Union's sponsor-wide assets grew 34.5%, from $129M to $173M.
Where does Truliant Federal Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Truliant Federal Credit Union Pension Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Truliant Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 381 Pension Fund in NY ($104M, 59 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Truliant Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alaska Airlines, Inc., Fixed Income Retirement Plan for Pilots in WA (776 participants, $1.2B 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 560582032.

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.