Defined Benefit (Pension) · DOL Form 5500 · 2022

Alabama State Employees Credit Union Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
90
Participants Small participant base
61st
Percentile by assets National rank
$93,445
Avg per participant Below avg balance/head
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Official DOL plan name: Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Alabama State Employees Credit Union · Alabama · Finance & Insurance

$8M in assets, 90 participants

Alabama State Employees Credit Union's Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported $8M in total assets and 90 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,143 in Finance & Insurance (9,261 peers)

Alabama State Employees Credit Union multi-year trail

Alabama State Employees Credit Union's plans moved +17.1% in assets from 2022 to 2024; this filing shows Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust at $8M / 90 participants.

#4,143
in Finance & Insurance (9,261 peers)
-16.5%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Alabama State Employees 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

$8,410,059 Top 39% higher than 61% 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

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (90 participants) on this national headcount ladder.

DOL schedule card

Filing strip 630348156 · Alabama State Employees Credit Union PY 2022 · Defined Benefit (Pension)

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust · $8M · 90 · 61st

  • BOOK $8M
  • VS-ST 90
  • BOY 61st
  • SCH Defined Benefit (Pension)
  • EBSA near Atlantic City Sewerage Company Retirement Income Plan
  • PART ind #4143

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 →

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Hourly Employees Defined Benefit Pension PlanHourly Employees Defined Ben…$8MAlabama State Employees Credit Union Cash Balance Defined Benefit Plan and TrustAlabama State Employees Cred…$8MAtlantic City Sewerage Company Retirement Income PlanAtlantic City Sewerage Compa…$8MHonigman LLP Pension Plan$8MInserra Supermarkets, Inc. Pension PlanInserra Supermarkets, Inc. P…$8M
End-of-year total assets ($M) among Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama State Employees Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Alabama State Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.12232934394396% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.41M $9.85M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 90 $8M
2023 1 91 $9M
2024 1 90 $10M

Alabama State Employees Credit Union filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN630348156
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Alabama State Employees 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. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.008410059 · Participants: 90Alabama State Employees 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
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Alabama State Employees 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 Atlantic City Sewerage Company Retirement Income Plan in NJ ($8M); by covered participants it is Brandenburg Telephone Company Retirement Plan in KY (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022?
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust declined sharply - down 16.5% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Alabama State Employees Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Alabama State Employees Credit Union's sponsor-wide assets grew 17.1%, from $8M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Atlantic City Sewerage Company Retirement Income Plan in NJ ($8M, 33 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Brandenburg Telephone Company Retirement Plan in KY (90 participants, $45M in assets).