Defined Benefit (Pension) · DOL Form 5500 · 2022

Lbs Financial Credit Union Pension Plan

Data updated 2026-08-11

$39M
Total assets
193
Participants
86th
Percentile by assets
$203,127
Avg per participant
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Official DOL plan name: Lbs Financial Credit Union Defined Benefit Pension Plan · Sponsored by Lbs Financial Credit Union · California · Finance & Insurance

$39M in assets, 193 participants

Lbs Financial Credit Union's Lbs Financial Credit Union Defined Benefit Pension Plan reported $39M in total assets and 193 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • 86th percentile by assets (of 139,126 plans)
  • #7,151 in Finance & Insurance (9,261 peers)

Coverage in California

Lbs Financial Credit Union Defined Benefit Pension Plan covers 193 participants in California, about 31% of the average California filer (state average ~630 per filing). Assets: $39M.

$39M
total plan assets (2022 EOY)
193
covered participants
86th
percentile by assets (of 139,126 plans)
$203,127
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Lbs Financial Credit Union Defined Benefit Pension Plan sits by total assets

Lbs Financial Credit Union Defined Benefit Pension Plan vs every filed plan by assets

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

$39,203,578 Top 14% higher than 86% 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
California
Industry
Finance & Insurance

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Lbs Financial Credit Union Defined Benefit Pension Plan reports 193 participants - about 31% of that state average ($39M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$39M
Net Income-$8M
Employer EIN951644568
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lbs Financial Credit Union)

$50M$55M$60M$65M$70M 202220232024 $54.3M $64.7M ▲ +19.2%
Total plan assets by year, all Lbs Financial Credit Union plans on file
Year Plans Participants Total Assets
2022 2 410 $54M
2023 2 400 $59M
2024 2 539 $65M

Nearby Defined Benefit (Pension) Plans in California

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

Lbs Financial Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Lbs Financial Credit…, Total assets ($B): 0.039203578 · Participants: 193Lbs Financial Credit…Kaiser Permanente Re…, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Re…Pacific Gas and Elec…, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Elec…Retirement Plan for …, Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for …Disney Salaried Pens…, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pens…Wells Fargo & Compan…, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Compan…
Lbs Financial Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Lbs Financial Credit Union Defined Benef… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Lbs Financial Credit Union Defined Benefit Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Lbs Financial Credit Union Defined Benefit Pension Plan assets move in 2022? ▼
Lbs Financial Credit Union Defined Benefit Pension Plan declined sharply - down 16.8% during 2022, from $47M to $39M. Reported net income was -$8M.
How have Lbs Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lbs Financial Credit Union's sponsor-wide assets grew 19.2%, from $54M to $65M.
Where does Lbs Financial Credit Union Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Lbs Financial Credit Union Defined Benefit Pension Plan ranks in the 86th 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 Lbs Financial Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Retirement Plan for the Employees of the American Jewish Committee in NY ($39M, 45 participants).

Next read for Lbs Financial Credit Union Defined Benef…

Filing takeaways

Ways to act on Lbs Financial Credit Union Defined Benefit Pension Plan's numbers.

  • By total assets, Lbs Financial Credit Union Defined Benefit 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 California. Compare plans
  • Lbs Financial Credit Union's sponsor-wide assets have grown 19.2% 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 951644568.

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.