Defined Benefit (Pension) · DOL Form 5500 · 2022

Neighbors Federal Credit Union Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
199
Participants Below avg headcount
88th
Percentile by assets National rank
$243,805
Avg per participant Above avg balance/head
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Official DOL plan name: Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Neighbors Federal Credit Union · Louisiana · Finance & Insurance

$49M in assets, 199 participants

Neighbors Federal Credit Union's Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $49M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,443 in Finance & Insurance (9,261 peers)

Coverage in Louisiana

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust covers 199 participants in Louisiana, about 40% of the average Louisiana filer (state average ~495 per filing). Assets: $49M.

#7,443
in Finance & Insurance (9,261 peers)
-3.0%
assets change YoY
0.5×
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.

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Neighbors 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

$48,517,105 Top 12% higher than 88% 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 Cash Balance Defined Benefit 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 Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (199 participants).

Plan-year Form 5500 strip

Filing strip 720505488 · Neighbors Federal Credit Union PY 2022 · Defined Benefit (Pension)

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $49M · 199 · 88th

  • PART $49M
  • PART 199
  • PART 88th
  • PART Defined Benefit (Pension)
  • PART near The Frick Collection Employees Retirement Plan
  • PART ind #7443

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 Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Iron Workers No 28 Pension FundIron Workers No 28 Pension F…$49MLester E Cox Medical Centers Pension Plan aLester E Cox Medical Centers…$49MHyster-Yale Group, Inc. Combined Pension PlanHyster-Yale Group, Inc. Comb…$49MNeighbors Federal Credit Union Cash Balance Defined Benefit Plan and TrustNeighbors Federal Credit Uni…$49MThe Frick Collection Employees Retirement PlanThe Frick Collection Employe…$49M
End-of-year total assets ($M) among Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Louisiana filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$49M
Net Income-$1M
Employer EIN720505488
Plan Effective Date1979-02-01
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 Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.048517105 · Participants: 199Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and TrustLumen Combined Pension Plan, Total assets ($B): 4.797530185 · Participants: 14232Lumen Combined Pension PlanEntergy Corporation Retirement Plan for Non-Bargaining Employees, Total assets ($B): 3.179930453 · Participants: 8484Entergy Corporation Retirement Plan for Non-Bargaining EmployeesEntergy Corporation Retirement Plan for Bargaining Employees, Total assets ($B): 0.898397273 · Participants: 2853Entergy Corporation Retirement Plan for Bargaining EmployeesWillis-Knighton Medical Center Employees Retirement Plan, Total assets ($B): 0.835437782 · Participants: 5676Willis-Knighton Medical Center Employees Retirement PlanEntergy Corporation Retirement Plan III, Total assets ($B): 0.775644865 · Participants: 71Entergy Corporation Retirement Plan III
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Louisiana, the nearest Defined Benefit (Pension) by assets is The Frick Collection Employees Retirement Plan in NY ($49M); by covered participants it is Local 464a Finast Full Time Employees Pension Plan in NJ (199 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust edged down modestly - down 3.0% during 2022, from $50M to $49M. Reported net income was -$1M.
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.
Where does Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 88th 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 Defined Benefit (Pension) plans are similar in size to Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Frick Collection Employees Retirement Plan in NY ($49M, 175 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 464a Finast Full Time Employees Pension Plan in NJ (199 participants, $8M 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 720505488.

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.