401(k) · DOL Form 5500 · 2022

Neighbors Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
204
Participants Below avg headcount
74th
Percentile by assets National rank
$77,793
Avg per participant Below avg balance/head
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Official DOL plan name: Neighbors Federal Credit Union 401(k) Plan and Trust · Sponsored by Neighbors Federal Credit Union · Louisiana · Finance & Insurance

$16M in assets, 204 participants

Neighbors Federal Credit Union's Neighbors Federal Credit Union 401(k) Plan and Trust reported $16M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,443 in Finance & Insurance (9,261 peers)

Coverage in Louisiana

Neighbors Federal Credit Union 401(k) Plan and Trust covers 204 participants in Louisiana, about 41% of the average Louisiana filer (state average ~495 per filing). Assets: $16M.

#5,443
in Finance & Insurance (9,261 peers)
-13.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Neighbors 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

$15,869,838 Top 26% higher than 74% 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

Neighbors 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. Neighbors Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (204 participants).

Form 5500 schedule snapshot

Filing strip 720505488 · Neighbors Federal Credit Union PY 2022 · 401(k)

Neighbors Federal Credit Union 401(k) Plan and Trust · $16M · 204 · 74th

  • PCT $16M
  • EIN 204
  • RANK 74th
  • PHOTO 401(k)
  • IND near Conklin Metal Industries, Inc. 401(k) Employee Savings Plan and Trust
  • EOY ind #5443

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 Louisiana →

Neighbors Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Neighbors Federal Credit Union 401(k) Plan and TrustNeighbors Federal Credit Uni…$16MConklin Metal Industries, Inc. 401(k) Employee Savings Plan and TrustConklin Metal Industries, In…$16MTcw Retirement Plan$16MHaynie & Co. 401(k) Plan$16MCalbag Metals Company Profit Sharing PlanCalbag Metals Company Profit…$16M
End-of-year total assets ($M) among Neighbors Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN720505488
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors Federal Credit Union)

Sponsor-wide plan assets over time

All Neighbors Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 36.876147389075456% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $64.4M $88.1M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 403 $64M
2023 2 435 $72M
2024 2 414 $88M

Nearby 401(k) Plans in Louisiana

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

Neighbors Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Neighbors Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.015869838 · Participants: 204Neighbors Federal Credit Union 401(k) Plan and TrustSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Neighbors Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants

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

Outside Louisiana, the nearest 401(k) by assets is Conklin Metal Industries, Inc. 401(k) Employee Savings Plan and Trust in GA ($16M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Neighbors Federal Credit Union 401(k) Plan and Trust assets move in 2022?
Neighbors Federal Credit Union 401(k) Plan and Trust pulled back noticeably - down 13.3% during 2022, from $18M to $16M. Reported net income was -$2M.
How have Neighbors Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Neighbors Federal Credit Union's sponsor-wide assets grew 36.9%, from $64M to $88M.
Which 401(k) plans are similar in size to Neighbors Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Conklin Metal Industries, Inc. 401(k) Employee Savings Plan and Trust in GA ($16M, 232 participants).
Which 401(k) plans cover a similar participant headcount to Neighbors Federal Credit Union 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M in assets).