Defined Benefit (Pension) · DOL Form 5500 · 2022

Keesler Federal Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
205
Participants Below avg headcount
79th
Percentile by assets National rank
$108,421
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Keesler Federal Credit Union · Mississippi · Finance & Insurance

$22M in assets, 205 participants

Keesler Federal Credit Union's Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $22M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,114 in Finance & Insurance (9,261 peers)

Where Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets

Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $22M for 205 participants (~$108,421/participant), down 2.3% in 2022.

#6,114
in Finance & Insurance (9,261 peers)
-2.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $526K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Keesler Federal 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

$22,226,249 Top 21% higher than 79% 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

Keesler Federal Credit Union Cash Balance 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. Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (205 participants).

EBSA filing schedule strip

Filing strip 640302297 · Keesler Federal Credit Union PY 2022 · Defined Benefit (Pension)

Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $22M · 205 · 79th

  • EOY $22M
  • 5500 205
  • ASSETS 79th
  • PCT Defined Benefit (Pension)
  • EIN near Albemarle Corporation Pension Plan for Represented Employees in Baton Rouge,La
  • RANK ind #6114

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 Mississippi →

Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Tucson Federal Credit Union Defined Benefit Plan and TrustTucson Federal Credit Union …$22MOxychem Pension Plan for Union Represented EmployeesOxychem Pension Plan for Uni…$22MKeesler Federal Credit Union Cash Balance Defined Benefit Plan and TrustKeesler Federal Credit Union…$22MAlbemarle Corporation Pension Plan for Represented Employees in Baton Rouge,LaAlbemarle Corporation Pensio…$22MOkuma America Corporation Pension PlanOkuma America Corporation Pe…$22M
End-of-year total assets ($M) among Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$22M
Net Income-$526K
Employer EIN640302297
Plan Effective Date1962-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Keesler Federal Credit Union)

Sponsor-wide plan assets over time

All Keesler Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$59M 26.007919724452872% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.6M $58.7M ▲ +26.0%
Year Plans Participants Total Assets
2022 2 933 $47M
2023 2 989 $53M
2024 2 962 $59M

Nearby Defined Benefit (Pension) Plans in Mississippi

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

Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -2000200400600800 Total assets ($M) Participants Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($M): 22.226249 · Participants: 205Keesler Federal Credit Union Cash Balance Defined Benefit Plan and TrustHancock Whitney Corporation Pension Plan, Total assets ($M): 700.534746 · Participants: 1855Hancock Whitney Corporation Pension PlanSfb Casualty Ins Co Retirement Plan, Total assets ($M): 429.098015 · Participants: 1485Sfb Casualty Ins Co Retirement PlanNorth Mississippi Health Services Retirement Plan & Trust Agreement, Total assets ($M): 425.139749 · Participants: 2033North Mississippi Health Services Retirement Plan & Trust AgreementCadence Retirement Plan and Trust Agreement, Total assets ($M): 341.628698 · Participants: 3874Cadence Retirement Plan and Trust AgreementSfb Life Insurance Co Retirement Plan and Trust, Total assets ($M): 247.444325 · Participants: 593Sfb Life Insurance Co Retirement Plan and Trust
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Mississippi, assets vs. participants
Compare Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Albemarle Corporation Pension Plan for Represented Employees in Baton Rouge,La in NC ($22M); by covered participants it is Colorcon, Inc. Employees' Pension Plan in PA (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust edged down modestly - down 2.3% during 2022, from $23M to $22M. Reported net income was -$526K.
How have Keesler Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Keesler Federal Credit Union's sponsor-wide assets grew 26.0%, from $47M to $59M.
Where does Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 79th 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 Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Albemarle Corporation Pension Plan for Represented Employees in Baton Rouge,La in NC ($22M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Colorcon, Inc. Employees' Pension Plan in PA (205 participants, $74M 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 640302297.

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.