Defined Benefit (Pension) · DOL Form 5500 · 2022

Abound Federal Credit Union Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
303
Participants Below avg headcount
83rd
Percentile by assets National rank
$98,185
Avg per participant Below avg balance/head
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Official DOL plan name: Abound Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Abound Federal Credit Union · Kentucky · Finance & Insurance

$30M in assets, 303 participants

Abound Federal Credit Union's Abound Federal Credit Union Defined Benefit Plan and Trust reported $30M in total assets and 303 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,677 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Abound Federal Credit Union Defined Benefit Plan and Trust covers 303 participants in Kentucky, about 47% of the average Kentucky filer (state average ~647 per filing). Assets: $30M.

#6,677
in Finance & Insurance (9,261 peers)
-28.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Abound 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

$29,750,056 Top 17% higher than 83% 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

Abound 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. Abound Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (303 participants).

Published 5500 schedule card

Filing strip 610549068 · Abound Federal Credit Union PY 2022 · Defined Benefit (Pension)

Abound Federal Credit Union Defined Benefit Plan and Trust · $30M · 303 · 83rd

  • RANK $30M
  • RANK 303
  • RANK 83rd
  • RANK Defined Benefit (Pension)
  • RANK near Retirement Plan for Employees of Bacardi Bottling Corporation
  • RANK ind #6677

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 Kentucky →

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

Mutual Benefit Insurance Company Retirement PlanMutual Benefit Insurance Com…$30MPension Plan for Employees of the Charles Stewart Mott FoundationPension Plan for Employees o…$30MAbound Federal Credit Union Defined Benefit Plan and TrustAbound Federal Credit Union …$30MRetirement Plan for Employees of Bacardi Bottling CorporationRetirement Plan for Employee…$30MRetirement Income Plan for Hourly Employees of Essex Group, IncRetirement Income Plan for H…$30M
End-of-year total assets ($M) among Abound Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$30M
Net Income-$12M
Employer EIN610549068
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abound Federal Credit Union)

Sponsor-wide plan assets over time

All Abound Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 42.16168549537846% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.8M $56.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 2 601 $40M
2023 2 660 $44M
2024 2 699 $57M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Abound Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Abound Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.029750056 · Participants: 303Abound Federal Credit Union Defined Benefit Plan and TrustLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Abound Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Abound Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Bacardi Bottling Corporation in FL ($30M); by covered participants it is Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. in KS (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Abound Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Abound Federal Credit Union Defined Benefit Plan and Trust declined sharply - down 28.3% during 2022, from $41M to $30M. Reported net income was -$12M.
How have Abound Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abound Federal Credit Union's sponsor-wide assets grew 42.2%, from $40M to $57M.
Where does Abound Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Abound Federal Credit Union Defined Benefit Plan and Trust ranks in the 83rd 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 Abound Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Bacardi Bottling Corporation in FL ($30M, 69 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Abound Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Defined Benefit Retirement Income Plan for Certain Employees of American Multi-Cinema, Inc. in KS (303 participants, $52M 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 610549068.

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.