Defined Benefit (Pension) · DOL Form 5500 · 2022

Y-12 Federal Credit Union Pension Plan

Data updated 2026-08-11

$53M
Total assets
293
Participants
88th
Percentile by assets
$179,848
Avg per participant
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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.

  • 88th percentile by assets (of 139,126 plans)
  • #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.

$53M
total plan assets (2022 EOY)
293
covered participants
88th
percentile by assets (of 139,126 plans)
$179,848
avg assets per participant

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.

Where Y-12 Federal Credit Union Cash Balance Retirement Pension Plan sits 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

This plan $0 $2,010,000,000 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

State
Tennessee
Industry
Finance & Insurance

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reports 293 participants - about 26% of that state average ($53M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$53M
Net Income-$11M
Employer EIN620473619
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Y-12 Federal Credit Union)

$70M$80M$90M$100M$110M 202220232024 $78.3M $106M ▲ +35.5%
Total plan assets by year, all Y-12 Federal Credit Union plans on file
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.

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Y-12 Federal Credit …, Total assets ($B): 0.052695393 · Participants: 293Y-12 Federal Credit …Fedex Corporation Em…, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Em…Retirement Plan of I…, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of I…Pension Plan for Emp…, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Emp…Retirement Program P…, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program P…Nissan Employee Reti…, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Reti…
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Y-12 Federal Credit Union Cash Balance R… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Y-12 Federal Credit Union Cash Balance Retirement Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Y-12 Federal Credit Union Cash Balance Retirement Pension Plan assets move in 2022? ▼
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan declined sharply - down 17.2% during 2022, from $64M to $53M. Reported net income was -$11M.
How have Y-12 Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Y-12 Federal Credit Union's sponsor-wide assets grew 35.5%, from $78M to $106M.
Where does Y-12 Federal Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan 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 Y-12 Federal Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Bakery Drivers and Industry Pension Fund in NY ($53M, 228 participants).

Next read for Y-12 Federal Credit Union Cash Balance R…

Filing takeaways

Ways to act on Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's numbers.

  • By total assets, Y-12 Federal Credit Union Cash Balance Retirement Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Tennessee. Compare plans
  • Y-12 Federal Credit Union's sponsor-wide assets have grown 35.5% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 620473619.

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.