Defined Benefit (Pension) · DOL Form 5500 · 2022
Legacy Community Federal Credit Union Pension Plan
Data updated 2026-08-11
- $28M
- Total assets
- 85
- Participants
- 82nd
- Percentile by assets
- $324,715
- Avg per participant
Official DOL plan name: Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Legacy Community Federal Credit Union · Alabama · Finance & Insurance
$28M in assets, 85 participants
Legacy Community Federal Credit Union's Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $28M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- 82nd percentile by assets (of 139,126 plans)
- #6,533 in Finance & Insurance (9,261 peers)
Where Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $28M for 85 participants (~$324,715/participant), down 12.0% in 2022.
- $28M
- total plan assets (2022 EOY)
- 85
- covered participants
- 82nd
- percentile by assets (of 139,126 plans)
- $324,715
- avg assets per participant
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs the 2022 asset distribution
By assets, Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust outranks 82% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$4M |
| Employer EIN | 630363853 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Community Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 175 | $33M |
| 2023 | 2 | 180 | $36M |
| 2024 | 2 | 202 | $38M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
How have Legacy Community Federal Credit Union plan assets changed over time? ▼
Where does Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Next read for Legacy Community Federal Credit Union Ca…
Scale reading
Ways to act on Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust's numbers.
- By total assets, Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Alabama. Compare plans
- Legacy Community Federal Credit Union's sponsor-wide assets have grown 16.4% since 2022 across 3 plan years on file. More Finance & Insurance plans