Defined Benefit (Pension) · DOL Form 5500 · 2022

Lbs Financial Credit Union Pension Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
193
Participants Below avg headcount
86th
Percentile by assets National rank
$203,127
Avg per participant Above avg balance/head
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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.

  • #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.

#7,151
in Finance & Insurance (9,261 peers)
-16.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Lbs Financial Credit Union Defined Benefit Pension Plan's outsized position 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 $2,050,000,000 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

Lbs Financial Credit Union Defined Benefit 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. Lbs Financial Credit Union Defined Benefit Pension Plan sits mid-pack in the medium band (193 participants).

Published 5500 schedule card

Filing strip 951644568 · Lbs Financial Credit Union PY 2022 · Defined Benefit (Pension)

Lbs Financial Credit Union Defined Benefit Pension Plan · $39M · 193 · 86th

  • ASSETS $39M
  • ASSETS 193
  • ASSETS 86th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near The Retirement Plan for the Employees of the American Jewish Committee
  • ASSETS ind #7151

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 California →

Lbs Financial Credit Union Defined Benefit Pension Plan in the asset neighbourhood

United Steelworkers Local 14614 Pension Trust FundUnited Steelworkers Local 14…$39MLbs Financial Credit Union Defined Benefit Pension PlanLbs Financial Credit Union D…$39MThe Retirement Plan for the Employees of the American Jewish CommitteeThe Retirement Plan for the …$39MPension Plan for Employees of the Maintenance Department of the NyraPension Plan for Employees o…$39MPublic Health Solutions Retirement PlanPublic Health Solutions Reti…$39M
End-of-year total assets ($M) among Lbs Financial Credit Union Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Lbs Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$65M 19.217639914238436% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $54.3M $64.7M ▲ +19.2%
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 ($B) Participants Lbs Financial Credit Union Defined Benefit Pension Plan, Total assets ($B): 0.039203578 · Participants: 193Lbs Financial Credit Union Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
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 Benefit Pension Plan side-by-side with 3 peers →

Lbs Financial Credit Union Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is The Retirement Plan for the Employees of the American Jewish Committee in NY ($39M); by covered participants it is Natixis US Cib Defined Benefit Pension Plan in NY (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Lbs Financial Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Natixis US Cib Defined Benefit Pension Plan in NY (193 participants, $98M 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 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.