Defined Benefit (Pension) · DOL Form 5500 · 2022

Listerhill Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
241
Participants Below avg headcount
80th
Percentile by assets National rank
$101,612
Avg per participant Below avg balance/head
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Official DOL plan name: Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Listerhill Credit Union · Alabama · Finance & Insurance

$24M in assets, 241 participants

Listerhill Credit Union's Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported $24M in total assets and 241 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,320 in Finance & Insurance (9,261 peers)

Where Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 241 participants (~$101,612/participant), down 36.8% in 2022.

#6,320
in Finance & Insurance (9,261 peers)
-36.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Listerhill 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

$24,488,417 Top 20% higher than 80% 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

Listerhill 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. Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (241 participants).

Form 5500 schedule snapshot

Filing strip 630333902 · Listerhill Credit Union PY 2022 · Defined Benefit (Pension)

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust · $24M · 241 · 80th

  • PART $24M
  • TYPE 241
  • NET 80th
  • BOOK Defined Benefit (Pension)
  • VS-ST near Novelis Fairmont Hourly Pension Plan
  • BOY ind #6320

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 →

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Marine Acquisition Corp. Retirement Income PlanMarine Acquisition Corp. Ret…$25MListerhill Credit Union Cash Balance Defined Benefit Plan and TrustListerhill Credit Union Cash…$24MNovelis Fairmont Hourly Pension PlanNovelis Fairmont Hourly Pens…$24MHarte Hanks, Inc. Pension Plan IIHarte Hanks, Inc. Pension Pl…$24MKnife River Corporation Salaried Employees' Pension PlanKnife River Corporation Sala…$24M
End-of-year total assets ($M) among Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$24M
Net Income-$14M
Employer EIN630333902
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Listerhill Credit Union)

Sponsor-wide plan assets over time

All Listerhill Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.6582088576482% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.9M $42.3M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 241 $36M
2023 2 500 $40M
2024 2 528 $42M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.024488417 · Participants: 241Listerhill Credit Union Cash Balance 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
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Listerhill Credit Union Cash Balance 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 Novelis Fairmont Hourly Pension Plan in GA ($24M); by covered participants it is Goraleigh Pension Plan in TX (241 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (241 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 Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust contracted severely - down 36.8% during 2022, from $39M to $24M. Reported net income was -$14M.
How have Listerhill Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Listerhill Credit Union's sponsor-wide assets grew 17.7%, from $36M to $42M.
Where does Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 80th 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 Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Novelis Fairmont Hourly Pension Plan in GA ($24M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Goraleigh Pension Plan in TX (241 participants, $17M 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 630333902.

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.