401(k) · DOL Form 5500 · 2023

Fort Liberty Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
68
Participants Small participant base
58th
Percentile by assets National rank
$143,099
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fort Liberty Federal Credit Union 401(k) Plan and Trust · Sponsored by Fort Liberty Federal Credit Union · North Carolina · Finance & Insurance

$10M in assets, 68 participants

Fort Liberty Federal Credit Union's Fort Liberty Federal Credit Union 401(k) Plan and Trust reported $10M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,785 in Finance & Insurance (8,869 peers)

Fort Liberty Federal Credit Union multi-year trail

Fort Liberty Federal Credit Union's plans moved +16.4% in assets from 2022 to 2024; this filing shows Fort Liberty Federal Credit Union 401(k) Plan and Trust at $10M / 68 participants.

#3,785
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY

Fort Liberty Federal Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Fort 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

$9,730,703 Top 42% higher than 58% of 127,068 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 2023

Fort Liberty Federal Credit Union 401(k) Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fort Liberty Federal Credit Union 401(k) Plan and Trust is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fort Liberty Federal Credit Union 401(k) Plan and Trust reported net income rose from -$1M in the plan year 2022 filing to $715K in the plan year 2023 filing.
  • Fort Liberty Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560710974 · Fort Liberty Federal Credit Union PY 2023 · 401(k)

Fort Liberty Federal Credit Union 401(k) Plan and Trust · $10M · 68 · 58th

  • EOY $10M
  • 5500 68
  • ASSETS 58th
  • PCT 401(k)
  • EIN near Wapiti Operating, LLC 401(k) Plan
  • RANK ind #3785

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 North Carolina →

Fort Liberty Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood

Fort Liberty Federal Credit Union 401(k) Plan and TrustFort Liberty Federal Credit …$10MWapiti Operating, LLC 401(k) PlanWapiti Operating, LLC 401(k)…$10MActive Power, Inc. 401(k) PlanActive Power, Inc. 401(k) Pl…$10MPediatric Group of Acadiana, LLC 401(k) PlanPediatric Group of Acadiana,…$10MNysmith School for the Gifted, Inc. 401(k) PlanNysmith School for the Gifte…$10M
End-of-year total assets ($M) among Fort Liberty Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Fort Liberty Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Fort Liberty Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.415796459480042% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M$11M 202220232024 $9.02M $10.5M ▲ +16.4%
Year Plans Participants Total Assets
2022 1 68 $9M
2023 1 68 $10M
2024 1 69 $10M

Fort Liberty Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$715K
Employer EIN560710974
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Fort Liberty Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Fort Liberty Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.009730703 · Participants: 68Fort Liberty Federal Credit Union 401(k) Plan and TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Fort Liberty Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Fort Liberty Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Fort Liberty Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Wapiti Operating, LLC 401(k) Plan in TX ($10M); by covered participants it is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (68 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Fort Liberty Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Fort Liberty Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 7.9% during 2023, from $9M to $10M. Reported net income was $715K.
How have Fort Liberty Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fort Liberty Federal Credit Union's sponsor-wide assets grew 16.4%, from $9M to $10M.
Which 401(k) plans are similar in size to Fort Liberty Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wapiti Operating, LLC 401(k) Plan in TX ($10M, 99 participants).
Which 401(k) plans cover a similar participant headcount to Fort Liberty Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Shumaker & Sieffert P a 401(k) Profit Sharing Plan and Trust in MN (68 participants, $28M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560710974.

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.