Defined Benefit (Pension) · DOL Form 5500 · 2022

Southeast Financial Credit Union Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
111
Participants Small participant base
63rd
Percentile by assets National rank
$81,529
Avg per participant Below avg balance/head
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Official DOL plan name: Southeast Financial Credit Union Defined Benefit Plan and Trust · Sponsored by Southeast Financial Credit Union · Tennessee · Finance & Insurance

$9M in assets, 111 participants

Southeast Financial Credit Union's Southeast Financial Credit Union Defined Benefit Plan and Trust reported $9M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,284 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Southeast Financial Credit Union Defined Benefit Plan and Trust covers 111 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $9M.

#4,284
in Finance & Insurance (9,261 peers)
-17.5%
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.

Southeast Financial Credit Union Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Southeast Financial Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$9,049,677 Top 37% higher than 63% 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

Southeast Financial 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. Southeast Financial Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (111 participants).

Plan-year Form 5500 strip

Filing strip 620382058 · Southeast Financial Credit Union PY 2022 · Defined Benefit (Pension)

Southeast Financial Credit Union Defined Benefit Plan and Trust · $9M · 111 · 63rd

  • PCT $9M
  • PCT 111
  • PCT 63rd
  • PCT Defined Benefit (Pension)
  • PCT near Kayser-Roth Corporation Retirement Plan
  • PCT ind #4284

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 →

Southeast Financial Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Southeast Financial Credit Union Defined Benefit Plan and TrustSoutheast Financial Credit U…$9MKayser-Roth Corporation Retirement PlanKayser-Roth Corporation Reti…$9MLake Sunapee Bank, Fsb Employees' Retirement PlanLake Sunapee Bank, Fsb Emplo…$9MRenfro Charleston, LLC Defined Benefit Pension PlanRenfro Charleston, LLC Defin…$9MAnderson-Tully Salaried Employees' Pension PlanAnderson-Tully Salaried Empl…$9M
End-of-year total assets ($M) among Southeast Financial 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)$11M
Net Assets (End of Year)$9M
Net Income-$2M
Employer EIN620382058
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Financial Credit Union)

Sponsor-wide plan assets over time

All Southeast Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.19435435727969% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $27M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 222 $22M
2023 2 219 $25M
2024 2 224 $27M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Southeast Financial 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 ($B) Participants Southeast Financial Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.009049677 · Participants: 111Southeast Financial 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
Southeast Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Southeast Financial Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Southeast Financial 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 Kayser-Roth Corporation Retirement Plan in NC ($9M); by covered participants it is Ashcroft Inc. Retirement Plan for Union Employees in CT (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 Southeast Financial Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Southeast Financial Credit Union Defined Benefit Plan and Trust declined sharply - down 17.5% during 2022, from $11M to $9M. Reported net income was -$2M.
How have Southeast Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Financial Credit Union's sponsor-wide assets grew 21.2%, from $22M to $27M.
Which Defined Benefit (Pension) plans are similar in size to Southeast Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Kayser-Roth Corporation Retirement Plan in NC ($9M, 172 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southeast Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ashcroft Inc. Retirement Plan for Union Employees in CT (111 participants, $20M 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 620382058.

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.