Defined Benefit (Pension) · DOL Form 5500 · 2022

Winsouth Credit Union Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
98
Participants Small participant base
63rd
Percentile by assets National rank
$94,316
Avg per participant Below avg balance/head
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Official DOL plan name: Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Winsouth Credit Union · Alabama · Finance & Insurance

$9M in assets, 98 participants

Winsouth Credit Union's Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported $9M in total assets and 98 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,326 in Finance & Insurance (9,261 peers)

Winsouth Credit Union multi-year trail

Winsouth Credit Union's plans moved +28.0% in assets from 2022 to 2024; this filing shows Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust at $9M / 98 participants.

#4,326
in Finance & Insurance (9,261 peers)
-50.5%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$9,242,934 Top 37% higher than 63% 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

Winsouth Credit Union Cash Balance Defined Benefit 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. Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (98 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 630371386 · Winsouth Credit Union PY 2022 · Defined Benefit (Pension)

Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust · $9M · 98 · 63rd

  • EOY $9M
  • EOY 98
  • EOY 63rd
  • EOY Defined Benefit (Pension)
  • EOY near Retirement Plan of Thales Atm, Inc.
  • EOY ind #4326

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 →

Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

B&g Foods Stoughton, Wisconsin Union Pension PlanB&g Foods Stoughton, Wiscons…$9MRetirement Plan of Thales Atm, Inc.Retirement Plan of Thales At…$9MSpringfield Hospital Pension PlanSpringfield Hospital Pension…$9MMalteurop North America Inc. Hourly Pension PlanMalteurop North America Inc.…$9MWinsouth Credit Union Cash Balance Defined Benefit Plan and TrustWinsouth Credit Union Cash B…$9M
End-of-year total assets ($M) among Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Winsouth Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Winsouth Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$12M 27.951405906392928% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $9.24M $11.8M ▲ +28.0%
Year Plans Participants Total Assets
2022 1 98 $9M
2023 1 96 $11M
2024 1 102 $12M

Winsouth Credit Union filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$9M
Net Income-$9M
Employer EIN630371386
Plan Effective Date1967-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.009242934 · Participants: 98Winsouth Credit Union Cash Balance Defined Benefit Plan and TrustRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Thales Atm, Inc. in VA ($9M); by covered participants it is Isabella Bank Corporation Employee Retirement Plan in MI (98 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (98 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 Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust contracted severely - down 50.5% during 2022, from $19M to $9M. Reported net income was -$9M.
How have Winsouth Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winsouth Credit Union's sponsor-wide assets grew 28.0%, from $9M to $12M.
Which Defined Benefit (Pension) plans are similar in size to Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Thales Atm, Inc. in VA ($9M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Isabella Bank Corporation Employee Retirement Plan in MI (98 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630371386.

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.