Defined Benefit (Pension) · DOL Form 5500 · 2022

Apco Employees Credit Union Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
118
Participants Small participant base
77th
Percentile by assets National rank
$170,600
Avg per participant Above avg balance/head
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Official DOL plan name: Apco Employees Credit Union Defined Benefit Plan and Trust · Sponsored by Apco Employees Credit Union · Alabama · Finance & Insurance

$20M in assets, 118 participants

Apco Employees Credit Union's Apco Employees Credit Union Defined Benefit Plan and Trust reported $20M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,925 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Apco Employees Credit Union Defined Benefit Plan and Trust covers 118 participants in Alabama, about 33% of the average Alabama filer (state average ~360 per filing). Assets: $20M.

#5,925
in Finance & Insurance (9,261 peers)
-19.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Apco Employees Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Apco Employees Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$20,130,771 Top 23% higher than 77% 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

Apco Employees Credit Union 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. Apco Employees Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (118 participants).

Published 5500 schedule card

Filing strip 630328360 · Apco Employees Credit Union PY 2022 · Defined Benefit (Pension)

Apco Employees Credit Union Defined Benefit Plan and Trust · $20M · 118 · 77th

  • EIN $20M
  • EIN 118
  • EIN 77th
  • EIN Defined Benefit (Pension)
  • EIN near Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees
  • EIN ind #5925

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 Alabama →

Apco Employees Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Apco Employees Credit Union Defined Benefit Plan and TrustApco Employees Credit Union …$20MGray Television, Inc. Retirement Plan for Certain Bargaining Class EmployeesGray Television, Inc. Retire…$20MSbera Pension Plan as Adopted by Eagle BankSbera Pension Plan as Adopte…$20MAxia Inc. Retirement Plan$20MCentral Steel & Wire Company Retirement PlanCentral Steel & Wire Company…$20M
End-of-year total assets ($M) among Apco Employees Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$20M
Net Income-$5M
Employer EIN630328360
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apco Employees Credit Union)

Sponsor-wide plan assets over time

All Apco Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 22.283155473776937% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $24.6M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 118 $20M
2023 1 115 $23M
2024 1 123 $25M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Apco Employees Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Apco Employees Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.020130771 · Participants: 118Apco Employees Credit Union Defined Benefit Plan and TrustRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Apco Employees Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Apco Employees Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Apco Employees Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA ($20M); by covered participants it is Navistar, Inc. Salaried Employees Pension Plan No. 2 in IL (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Apco Employees Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Apco Employees Credit Union Defined Benefit Plan and Trust declined sharply - down 19.9% during 2022, from $25M to $20M. Reported net income was -$5M.
How have Apco Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apco Employees Credit Union's sponsor-wide assets grew 22.3%, from $20M to $25M.
Where does Apco Employees Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Apco Employees Credit Union Defined Benefit Plan and Trust ranks in the 77th 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 Apco Employees Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gray Television, Inc. Retirement Plan for Certain Bargaining Class Employees in GA ($20M, 63 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Apco Employees Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Navistar, Inc. Salaried Employees Pension Plan No. 2 in IL (118 participants, N/A 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 630328360.

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.