401(k) · DOL Form 5500 · 2023
Liberty Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 605
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $70,457
- Avg per participant Below avg balance/head
Official DOL plan name: Liberty Federal Credit Union 401(k) Plan and Trust · Sponsored by Liberty Federal Credit Union · Indiana · Finance & Insurance
$43M in assets, 605 participants
Liberty Federal Credit Union's Liberty Federal Credit Union 401(k) Plan and Trust reported $43M in total assets and 605 participants in its 2023 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.
- #6,660 in Finance & Insurance (8,869 peers)
Where Liberty Federal Credit Union 401(k) Plan and Trust sits by assets
Liberty Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 605 participants (~$70,457/participant), up 23.8% in 2023.
- #6,660
- in Finance & Insurance (8,869 peers)
- +23.8%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Liberty Federal Credit Union 401(k) Plan and Trust's outsized position by total assets
Liberty Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,626,700 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Liberty Federal Credit Union 401(k) Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Liberty Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (605 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Liberty Federal Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Liberty Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $34M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Liberty Federal Credit Union 401(k) Plan and Trust reported participants rose from 582 in the plan year 2022 filing to 605 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 350885388 · Liberty Federal Credit Union PY 2023 · 401(k)
Liberty Federal Credit Union 401(k) Plan and Trust · $43M · 605 · 84th
- RANK $43M
- RANK 605
- RANK 84th
- RANK 401(k)
- RANK near Child-Parent Centers, Inc. Retirement Plan
- RANK ind #6660
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 Indiana →
Liberty Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $34M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $8M |
| Employer EIN | 350885388 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Federal Credit Union)
Sponsor-wide plan assets over time
All Liberty Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 44.6906757343963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 582 | $34M |
| 2023 | 1 | 605 | $43M |
| 2024 | 1 | 639 | $50M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Liberty Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Child-Parent Centers, Inc. Retirement Plan in AZ ($43M); by covered participants it is Pathways, Incorporated Employees' Retirement Plan in NY (605 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Child-Parent Centers, Inc. Retirement Plan (AZ) $43M · 559
- Coastal Construction Group 401(k) Plan (FL) $43M · 337
- Global Retirement Solutions 401(k) Plan (CA) $43M · 1,167
- Robinson Fans Holdings 401(k) & Profit Sharing Plan (PA) $43M · 254
Similar participant headcount
Nearest other-state filings by covered participants (605 participants); asset peers above are excluded.
- Pathways, Incorporated Employees' Retirement Plan (NY) 605 · 0 off
- Heritage Holdings of Lancaster County, Inc. Retirement Plan (PA) 605 · 0 off
- Balfour Payroll, LLC 401(k) Plan (CO) 605 · 0 off
- Capri Senior Communities Retirement Plan (WI) 605 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.