401(k) · DOL Form 5500 · 2022

Neighbors Credit Union 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
146
Participants Small participant base
62nd
Percentile by assets National rank
$58,195
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Neighbors Credit Union 401 (K) Plan and Trust · Sponsored by Neighbors Credit Union · Missouri · Finance & Insurance

$8M in assets, 146 participants

Neighbors Credit Union's Neighbors Credit Union 401 (K) Plan and Trust reported $8M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #4,164 in Finance & Insurance (9,261 peers)

Coverage in Missouri

Neighbors Credit Union 401 (K) Plan and Trust covers 146 participants in Missouri, about 20% of the average Missouri filer (state average ~737 per filing). Assets: $8M.

#4,164
in Finance & Insurance (9,261 peers)
-12.3%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Neighbors Credit Union 401 (K) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Neighbors Credit Union 401 (K) Plan and Trust vs every filed plan by assets

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

$8,496,491 Top 38% higher than 62% 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

Neighbors Credit Union 401 (K) 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. Neighbors Credit Union 401 (K) Plan and Trust sits mid-pack in the medium band (146 participants).

EBSA filing schedule strip

Filing strip 430496315 · Neighbors Credit Union PY 2022 · 401(k)

Neighbors Credit Union 401 (K) Plan and Trust · $8M · 146 · 62nd

  • SCH $8M
  • EBSA 146
  • PART 62nd
  • TYPE 401(k)
  • NET near Crg Global Inc 401(k) Profit Sharing Plan & Trust
  • BOOK ind #4164

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 Missouri →

Neighbors Credit Union 401 (K) Plan and Trust in the asset neighbourhood

Neighbors Credit Union 401 (K) Plan and TrustNeighbors Credit Union 401 (…$8MCrg Global Inc 401(k) Profit Sharing Plan & TrustCrg Global Inc 401(k) Profit…$8MTransfreight, LLC 401(k) Retirement Savings Plan and TrustTransfreight, LLC 401(k) Ret…$8MBible Study Fellowship 401(k) PlanBible Study Fellowship 401(k…$8MMarquis Software Solutions, Inc 401(k) PlanMarquis Software Solutions, …$8M
End-of-year total assets ($M) among Neighbors Credit Union 401 (K) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Missouri filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN430496315
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors Credit Union)

Sponsor-wide plan assets over time

All Neighbors Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.206552563876075% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.5M $9.19M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 146 $8M
2023 1 135 $9M
2024 1 129 $9M

Nearby 401(k) Plans in Missouri

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Neighbors Credit Union 401 (K) Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Neighbors Credit Union 401 (K) Plan and Trust, Total assets ($B): 0.008496491 · Participants: 146Neighbors Credit Union 401 (K) Plan and TrustBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Neighbors Credit Union 401 (K) Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Neighbors Credit Union 401 (K) Plan and Trust side-by-side with 3 peers →

Neighbors Credit Union 401 (K) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is Crg Global Inc 401(k) Profit Sharing Plan & Trust in FL ($8M); by covered participants it is Bcp 401(k) Plan in NC (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Neighbors Credit Union 401 (K) Plan and Trust assets move in 2022? ▼
Neighbors Credit Union 401 (K) Plan and Trust pulled back noticeably - down 12.3% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Neighbors Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighbors Credit Union's sponsor-wide assets grew 8.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Neighbors Credit Union 401 (K) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Crg Global Inc 401(k) Profit Sharing Plan & Trust in FL ($8M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Neighbors Credit Union 401 (K) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Bcp 401(k) Plan in NC (146 participants, N/A 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 430496315.

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.