401(k) · DOL Form 5500 · 2022
Liberty Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 582
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $59,182
- Avg per participant Low balance/head
Official DOL plan name: Liberty Federal Credit Union 401(k) Plan and Trust · Sponsored by Liberty Federal Credit Union · Indiana · Finance & Insurance
$34M in assets, 582 participants
Liberty Federal Credit Union's Liberty Federal Credit Union 401(k) Plan and Trust reported $34M in total assets and 582 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.
- #6,935 in Finance & Insurance (9,261 peers)
Where Liberty Federal Credit Union 401(k) Plan and Trust sits by assets
Liberty Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 582 participants (~$59,182/participant), down 8.7% in 2022.
- #6,935
- in Finance & Insurance (9,261 peers)
- -8.7%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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 Federal Credit Union 401(k) Plan and Trust's outsized position by total assets
Liberty Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$34,443,903 Top 16% higher than 84% 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
Liberty Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (582 participants).
Published 5500 schedule card
Filing strip 350885388 · Liberty Federal Credit Union PY 2022 · 401(k)
Liberty Federal Credit Union 401(k) Plan and Trust · $34M · 582 · 84th
- NET $34M
- NET 582
- NET 84th
- NET 401(k)
- NET near Westcore Europe, LLC Retirement Savings Plan
- NET ind #6935
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 Indiana →
Liberty Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | -$3M |
| Employer EIN | 350885388 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Federal Credit Union)
Sponsor-wide plan assets over time
All Liberty Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 44.6906757343963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 582 | $34M |
| 2023 | 1 | 605 | $43M |
| 2024 | 1 | 639 | $50M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Elevance Health 401(k) Plan $9.5B · 71,898
- The Lilly Employee 401(k) Plan $8.9B · 15,607
- Cummins Retirement and Savings Plan $4.4B · 23,710
- Iu Health 401(k) Savings Plan $3.2B · 39,243
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.0B · 8,632
Liberty Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Westcore Europe, LLC Retirement Savings Plan in CA ($34M); by covered participants it is Qsi, Inc. 401(k) Profit Sharing Plan in KY (582 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (582 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.