401(k) · DOL Form 5500 · 2022

Liberty First Credit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
82
Participants Small participant base
70th
Percentile by assets National rank
$157,492
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty First Credit Union 401(k) Plan and Trust · Sponsored by Liberty First Credit Union · Nebraska · Finance & Insurance

$13M in assets, 82 participants

Liberty First Credit Union's Liberty First Credit Union 401(k) Plan and Trust reported $13M in total assets and 82 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,991 in Finance & Insurance (9,261 peers)

Liberty First Credit Union multi-year trail

Liberty First Credit Union's plans moved -14.8% in assets from 2022 to 2024; this filing shows Liberty First Credit Union 401(k) Plan and Trust at $13M / 82 participants.

#4,991
in Finance & Insurance (9,261 peers)
-18.0%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Liberty First Credit Union 401(k) Plan and Trust's outsized position by total assets

Liberty First Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$12,914,373 Top 30% higher than 70% of 139,123 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 2022

Liberty First Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty First Credit Union 401(k) Plan and Trust is a small filing (82 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 470116167 · Liberty First Credit Union PY 2022 · 401(k)

Liberty First Credit Union 401(k) Plan and Trust · $13M · 82 · 70th

  • BOOK $13M
  • BOOK 82
  • BOOK 70th
  • BOOK 401(k)
  • BOOK near Radical Media 401(k) Profit Sharing Plan
  • BOOK ind #4991

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 Nebraska →

Liberty First Credit Union 401(k) Plan and Trust in the asset neighbourhood

Easter Seals Metropolitan Chicago, Inc. 401(k) Profit Sharing PlanEaster Seals Metropolitan Ch…$13MLiberty First Credit Union 401(k) Plan and TrustLiberty First Credit Union 4…$13MRadical Media 401(k) Profit Sharing PlanRadical Media 401(k) Profit …$13MLaboratory Testing Inc. Retirement PlanLaboratory Testing Inc. Reti…$13MFinancial Business Systems, Inc. 401(k) PlanFinancial Business Systems, …$13M
End-of-year total assets ($M) among Liberty First Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Liberty First Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Liberty First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 14.829306850591973% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $12.9M $11M ▼ -14.8%
Year Plans Participants Total Assets
2022 1 82 $13M
2023 1 89 $14M
2024 1 88 $11M

Liberty First Credit Union filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN470116167
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Liberty First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Liberty First Credit Union 401(k) Plan and Trust, Total assets ($B): 0.012914373 · Participants: 82Liberty First Credit Union 401(k) Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 4.974213701 · Participants: 9716Hdr, Inc. Best Plan and ESOPUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.028704333 · Participants: 5284Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 1.965449453 · Participants: 28974Union Pacific Agreement Employee 401(k) Retirement Thrift PlanPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 1.817293875 · Participants: 15777Peter Kiewit Sons, Inc. Retirement Savings PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.763501259 · Participants: 4605First National of Nebraska, Inc. First Savings Plan
Liberty First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants

Liberty First Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Radical Media 401(k) Profit Sharing Plan in NY ($13M); by covered participants it is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Liberty First Credit Union 401(k) Plan and Trust assets move in 2022?
Liberty First Credit Union 401(k) Plan and Trust declined sharply - down 18.0% during 2022, from $16M to $13M. Reported net income was -$3M.
How have Liberty First Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Liberty First Credit Union's sponsor-wide assets declined 14.8%, from $13M to $11M.
Which 401(k) plans are similar in size to Liberty First Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Radical Media 401(k) Profit Sharing Plan in NY ($13M, 74 participants).
Which 401(k) plans cover a similar participant headcount to Liberty First Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Electrical Production Services, Inc. 401(k) Plan in MN (82 participants, $5M in assets).