Defined Benefit (Pension) · DOL Form 5500 · 2022

Ornl Federal Credit Union Pension Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
110
Participants Small participant base
78th
Percentile by assets National rank
$192,156
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ornl Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Ornl Federal Credit Union · Tennessee · Finance & Insurance

$21M in assets, 110 participants

Ornl Federal Credit Union's Ornl Federal Credit Union Defined Benefit Plan and Trust reported $21M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,017 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Ornl Federal Credit Union Defined Benefit Plan and Trust covers 110 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $21M.

#6,017
in Finance & Insurance (9,261 peers)
-20.0%
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.

Ornl Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Ornl Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$21,137,193 Top 22% higher than 78% 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

Ornl Federal 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. Ornl Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (110 participants).

Form 5500 schedule snapshot

Filing strip 620476738 · Ornl Federal Credit Union PY 2022 · Defined Benefit (Pension)

Ornl Federal Credit Union Defined Benefit Plan and Trust · $21M · 110 · 78th

  • EIN $21M
  • RANK 110
  • PHOTO 78th
  • IND Defined Benefit (Pension)
  • EOY near Sealy Retirement Plan
  • 5500 ind #6017

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 Tennessee →

Ornl Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Woolrich, Inc. Pension Plan$21MHp Inc. Puerto Rico Pension Plan and TrustHp Inc. Puerto Rico Pension …$21MFritz Enterprises, Inc. Employees' Retirement PlanFritz Enterprises, Inc. Empl…$21MOrnl Federal Credit Union Defined Benefit Plan and TrustOrnl Federal Credit Union De…$21MSealy Retirement Plan$21M
End-of-year total assets ($M) among Ornl Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income-$5M
Employer EIN620476738
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ornl Federal Credit Union)

Sponsor-wide plan assets over time

All Ornl Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 30.472557436322273% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $61.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 595 $47M
2023 2 578 $53M
2024 2 583 $62M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Ornl Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ornl Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.021137193 · Participants: 110Ornl Federal Credit Union Defined Benefit Plan and TrustFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Ornl Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Ornl Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Sealy Retirement Plan in KY ($21M); by covered participants it is Defined Benefit Pension Plan of Courage Center in MN (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Ornl Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Ornl Federal Credit Union Defined Benefit Plan and Trust declined sharply - down 20.0% during 2022, from $26M to $21M. Reported net income was -$5M.
How have Ornl Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ornl Federal Credit Union's sponsor-wide assets grew 30.5%, from $47M to $62M.
Where does Ornl Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Ornl Federal Credit Union Defined Benefit Plan and Trust ranks in the 78th 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 Ornl Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sealy Retirement Plan in KY ($21M, 207 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ornl Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Pension Plan of Courage Center in MN (110 participants, $26M 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 620476738.

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.