Defined Benefit (Pension) · DOL Form 5500 · 2022
Y-12 Federal Credit Union Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 293
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $179,848
- Avg per participant Above avg balance/head
Official DOL plan name: Y-12 Federal Credit Union Cash Balance Retirement Pension Plan · Sponsored by Y-12 Federal Credit Union · Tennessee · Finance & Insurance
$53M in assets, 293 participants
Y-12 Federal Credit Union's Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported $53M in total assets and 293 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.
- #7,537 in Finance & Insurance (9,261 peers)
Coverage in Tennessee
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan covers 293 participants in Tennessee, about 26% of the average Tennessee filer (state average ~1,126 per filing). Assets: $53M.
- #7,537
- in Finance & Insurance (9,261 peers)
- -17.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$52,695,393 Top 12% higher than 88% 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
Y-12 Federal Credit Union Cash Balance Retirement Pension 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. Y-12 Federal Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (293 participants).
DOL schedule card
Filing strip 620473619 · Y-12 Federal Credit Union PY 2022 · Defined Benefit (Pension)
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan · $53M · 293 · 88th
- NET $53M
- NET 293
- NET 88th
- NET Defined Benefit (Pension)
- NET near Teamsters Bakery Drivers and Industry Pension Fund
- NET ind #7537
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 Tennessee →
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$11M |
| Employer EIN | 620473619 |
| Plan Effective Date | 1976-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Y-12 Federal Credit Union)
Sponsor-wide plan assets over time
All Y-12 Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $106M 35.495516531043826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 620 | $78M |
| 2023 | 2 | 664 | $94M |
| 2024 | 2 | 674 | $106M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $25.6B · 119,742
- Retirement Plan of International Paper Company $8.8B · 20,914
- Pension Plan for Employees at Ornl $2.3B · 5,460
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,920
- Nissan Employee Retirement Plan $1.5B · 4,575
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Teamsters Bakery Drivers and Industry Pension Fund in NY ($53M); by covered participants it is Dorel Juvenile Group, Inc. Pension Plan for Bargaining Unit Employees in IN (293 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
Similar participant headcount
Nearest other-state filings by covered participants (293 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.