Defined Benefit (Pension) · DOL Form 5500 · 2022

Avadian Credit Union Pension Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
108
Participants Small participant base
84th
Percentile by assets National rank
$294,906
Avg per participant High balance/head
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Official DOL plan name: Avadian Credit Union Defined Benefit Plan · Sponsored by Avadian Credit Union · Alabama · Finance & Insurance

$32M in assets, 108 participants

Avadian Credit Union's Avadian Credit Union Defined Benefit Plan reported $32M in total assets and 108 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,799 in Finance & Insurance (9,261 peers)

Coverage in Alabama

Avadian Credit Union Defined Benefit Plan covers 108 participants in Alabama, about 30% of the average Alabama filer (state average ~360 per filing). Assets: $32M.

#6,799
in Finance & Insurance (9,261 peers)
-18.8%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Avadian Credit Union Defined Benefit Plan's outsized position by total assets

Avadian Credit Union Defined Benefit Plan vs every filed plan by assets

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

$31,849,876 Top 16% higher than 84% 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

Avadian Credit Union Defined Benefit Plan 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. Avadian Credit Union Defined Benefit Plan sits mid-pack in the medium band (108 participants).

Plan-year Form 5500 strip

Filing strip 630207315 · Avadian Credit Union PY 2022 · Defined Benefit (Pension)

Avadian Credit Union Defined Benefit Plan · $32M · 108 · 84th

  • NET $32M
  • NET 108
  • NET 84th
  • NET Defined Benefit (Pension)
  • NET near Pension Plan of the Pennsylvania Medical Society
  • NET ind #6799

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 →

Avadian Credit Union Defined Benefit Plan in the asset neighbourhood

Iron Range Plumbers & Fitters Retirement Income PlanIron Range Plumbers & Fitter…$32MPension Plan of the Pennsylvania Medical SocietyPension Plan of the Pennsylv…$32MAvadian Credit Union Defined Benefit PlanAvadian Credit Union Defined…$32MThe Summit Federal Credit Union Pension PlanThe Summit Federal Credit Un…$32MNordson Corporation Hourly-Rated Employees Pension PlanNordson Corporation Hourly-R…$32M
End-of-year total assets ($M) among Avadian Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$32M
Net Income-$7M
Employer EIN630207315
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Avadian Credit Union)

Sponsor-wide plan assets over time

All Avadian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 25.399745556796262% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.5M $62.1M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 361 $50M
2023 2 359 $57M
2024 2 359 $62M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Avadian Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Avadian Credit Union Defined Benefit Plan, Total assets ($B): 0.031849876 · Participants: 108Avadian Credit Union Defined Benefit PlanRegions 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
Avadian Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Avadian Credit Union Defined Benefit Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Plan of the Pennsylvania Medical Society in PA ($32M); by covered participants it is Aar Cadillac Manufacturing Division Pension Plan for Hourly Employees in IL (108 participants). Same-state nearby plans are listed separately above.

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 Avadian Credit Union Defined Benefit Plan assets move in 2022? ▼
Avadian Credit Union Defined Benefit Plan declined sharply - down 18.8% during 2022, from $39M to $32M. Reported net income was -$7M.
How have Avadian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avadian Credit Union's sponsor-wide assets grew 25.4%, from $50M to $62M.
Where does Avadian Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Avadian Credit Union Defined Benefit Plan ranks in the 84th 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 Avadian Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan of the Pennsylvania Medical Society in PA ($32M, 16 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avadian Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Aar Cadillac Manufacturing Division Pension Plan for Hourly Employees in IL (108 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 630207315.

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.