401(k) · DOL Form 5500 · 2022

Pelican State Credit Union 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
300
Participants Below avg headcount
75th
Percentile by assets National rank
$57,595
Avg per participant Low balance/head
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Official DOL plan name: Pelican State Credit Union Capital Accumulation Plan · Sponsored by Pelican State Credit Union · Louisiana · Finance & Insurance

$17M in assets, 300 participants

Pelican State Credit Union's Pelican State Credit Union Capital Accumulation Plan reported $17M in total assets and 300 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,623 in Finance & Insurance (9,261 peers)

Where Pelican State Credit Union Capital Accumulation Plan sits by assets

Pelican State Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $17M for 300 participants (~$57,595/participant), down 6.5% in 2022.

#5,623
in Finance & Insurance (9,261 peers)
-6.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Pelican State Credit Union Capital Accumulation Plan's outsized position by total assets

Pelican State Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$17,278,493 Top 25% higher than 75% 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

Pelican State Credit Union Capital Accumulation Plan 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. Pelican State Credit Union Capital Accumulation Plan sits mid-pack in the medium band (300 participants).

Plan-year Form 5500 strip

Filing strip 720498240 · Pelican State Credit Union PY 2022 · 401(k)

Pelican State Credit Union Capital Accumulation Plan · $17M · 300 · 75th

  • PCT $17M
  • EIN 300
  • RANK 75th
  • PHOTO 401(k)
  • IND near Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan
  • EOY ind #5623

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 →

Pelican State Credit Union Capital Accumulation Plan in the asset neighbourhood

Pelican State Credit Union Capital Accumulation PlanPelican State Credit Union C…$17MHerregan Distributors, Inc. Employee Profit Sharing - 401(k) PlanHerregan Distributors, Inc. …$17MFresh Encounter, Inc.401(k) PlanFresh Encounter, Inc.401(k) …$17MWeber, Inc. Safe Harbor 401(k) Profit Sharing PlanWeber, Inc. Safe Harbor 401(…$17MJuut Salonspa 401(k) Retirement PlanJuut Salonspa 401(k) Retirem…$17M
End-of-year total assets ($M) among Pelican State Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$17M
Net Income-$1M
Employer EIN720498240
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pelican State Credit Union)

Sponsor-wide plan assets over time

All Pelican State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 47.25099000242672% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.3M $25.4M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 300 $17M
2023 1 344 $21M
2024 1 358 $25M

Nearby 401(k) Plans in Louisiana

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

Pelican State Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Pelican State Credit Union Capital Accumulation Plan, Total assets ($B): 0.017278493 · Participants: 300Pelican State Credit Union Capital Accumulation PlanSavings 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
Pelican State Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Pelican State Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Pelican State Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan in MN ($17M); by covered participants it is Parry's Pizza 401(k) Plan in CO (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 Pelican State Credit Union Capital Accumulation Plan assets move in 2022? ▼
Pelican State Credit Union Capital Accumulation Plan pulled back noticeably - down 6.5% during 2022, from $18M to $17M. Reported net income was -$1M.
How have Pelican State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelican State Credit Union's sponsor-wide assets grew 47.3%, from $17M to $25M.
Where does Pelican State Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Pelican State Credit Union Capital Accumulation Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pelican State Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herregan Distributors, Inc. Employee Profit Sharing - 401(k) Plan in MN ($17M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Pelican State Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Parry's Pizza 401(k) Plan in CO (300 participants, $606K 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 720498240.

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.