Truity Federal Credit Union 401(k) Plan: Login, Facts & Contact Information

Truity Federal Credit Union 401(k) Plan Facts

Plan name
TRUITY FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
TRUITY FEDERAL CREDIT UNION
Participants
296 (227 active employees)
Former employees with a balance
65
Plan assets
$34,564,165 at Dec 31, 2024
Average account balance
$118,370 across 292 accounts
Employer contributions
$1,306,967 in plan year 2024 (49% of all contributions)
Recordkeeper
Cmfg Life Insurance Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
May 1, 1998
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 8, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $2.70 million went into the plan in contributions, $1.31 million of it from the employer (49%).
  • $1.68 million was paid out to participants.
  • Investment and other income added $4.28 million.
  • Administrative expenses were $70,195, about $240 per account.

How the Truity Federal Credit Union 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019221$24.2 million$788,720$2.86 million
2020240$28.5 million$972,661$1.46 million
2021255$29.8 million$1.03 million$4.84 million
2022255$24.6 million$1.03 million$2.14 million
2023258$29.3 million$1.13 million$1.83 million
2024296$34.6 million$1.31 million$1.68 million

Truity Federal Credit Union 401(k) Contact Information

Phone
918-336-7662
Mailing address
P.O. BOX 1358, BARTLESVILLE OK 740051358
Plan sponsor
TRUITY FEDERAL CREDIT UNION
Employer identification number (EIN)
73-0561962
Plan number
033

Questions about the Truity Federal Credit Union 401(k)

Does Truity Federal Credit Union contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.31 million, 49% of all contributions.

Does the Truity Federal Credit Union 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Truity Federal Credit Union 401(k) plan?

296 participants at the start of plan year 2024, 227 of them active employees, and 65 former employees who still had money in the plan.

What is the average 401(k) balance at Truity Federal Credit Union?

About $118,370 per account: $34.6 million in plan assets across 292 accounts with a balance at the end of plan year 2024.

Who manages the Truity Federal Credit Union 401(k) accounts?

CMFG LIFE INSURANCE COMPANY is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Truity Federal Credit Union. How do I access my 401(k)?

Your account stays with CMFG LIFE INSURANCE COMPANY after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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