Defined Benefit (Pension) · DOL Form 5500 · 2022
Legacy Community Federal Credit Union Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 85
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $324,715
- Avg per participant High balance/head
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.
- #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.
- #6,533
- in Finance & Insurance (9,261 peers)
- -12.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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's outsized position by total assets
Legacy Community Federal 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
$27,600,817 Top 18% higher than 82% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Legacy Community Federal 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. Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (85 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 630363853 · Legacy Community Federal Credit Union PY 2022 · Defined Benefit (Pension)
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $28M · 85 · 82nd
- EOY $28M
- 5500 85
- ASSETS 82nd
- PCT Defined Benefit (Pension)
- EIN near Chicago and Midwest Regional Pension Fund
- RANK ind #6533
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 →
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Legacy Community Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 16.41456522537157% vs 2022
- 2024 filing year
| 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.
- 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
Legacy Community Federal 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 Chicago and Midwest Regional Pension Fund in WA ($28M); by covered participants it is Springfield Electric Supply Company Defined Benefit Plan in IL (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.