401(k) · DOL Form 5500 · 2023

Neighbors Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
218
Participants Below avg headcount
71st
Percentile by assets National rank
$82,805
Avg per participant Below avg balance/head
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Official DOL plan name: Neighbors Federal Credit Union 401(k) Plan and Trust · Sponsored by Neighbors Federal Credit Union · Louisiana · Finance & Insurance

$18M in assets, 218 participants

Neighbors Federal Credit Union's Neighbors Federal Credit Union 401(k) Plan and Trust reported $18M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,039 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Neighbors Federal Credit Union 401(k) Plan and Trust covers 218 participants in Louisiana, about 44% of the average Louisiana filer (state average ~495 per filing). Assets: $18M.

#5,039
in Finance & Insurance (8,869 peers)
+13.7%
assets growth YoY

Neighbors Federal Credit Union 401(k) Plan and Trust's outsized position by total assets

Neighbors 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

$18,051,586 Top 29% higher than 71% 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

Neighbors 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. Neighbors Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (218 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Neighbors Federal Credit Union 401(k) Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Neighbors Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Neighbors Federal Credit Union 401(k) Plan and Trust reported participants rose from 204 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720505488 · Neighbors Federal Credit Union PY 2023 · 401(k)

Neighbors Federal Credit Union 401(k) Plan and Trust · $18M · 218 · 71st

  • TYPE $18M
  • NET 218
  • BOOK 71st
  • VS-ST 401(k)
  • BOY near Pfcu 401(k) Savings Plan
  • SCH ind #5039

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 Louisiana →

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

Neighbors Federal Credit Union 401(k) Plan and TrustNeighbors Federal Credit Uni…$18MPfcu 401(k) Savings Plan$18MThe Upper Deck Company 401(k) PlanThe Upper Deck Company 401(k…$18MRadius Global Solutions 401(k) PlanRadius Global Solutions 401(…$18MPeoples First Properties Retirement Savings PlanPeoples First Properties Ret…$18M
End-of-year total assets ($M) among Neighbors Federal Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN720505488
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors Federal Credit Union)

Sponsor-wide plan assets over time

All Neighbors Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$88M 36.876147389075456% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $64.4M $88.1M ▲ +36.9%
Year Plans Participants Total Assets
2022 2 403 $64M
2023 2 435 $72M
2024 2 414 $88M

Nearby 401(k) Plans in Louisiana

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

Neighbors Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Neighbors Federal Credit Union 401(k) Plan and Trust, Total assets ($B): 0.018051586 · Participants: 218Neighbors Federal Credit Union 401(k) Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Neighbors Federal Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Neighbors Federal Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Pfcu 401(k) Savings Plan in MI ($18M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (218 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 Neighbors Federal Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Neighbors Federal Credit Union 401(k) Plan and Trust grew at a solid clip - up 13.7% during 2023, from $16M to $18M. Reported net income was $2M.
How have Neighbors Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighbors Federal Credit Union's sponsor-wide assets grew 36.9%, from $64M to $88M.
Which 401(k) plans are similar in size to Neighbors Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pfcu 401(k) Savings Plan in MI ($18M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Neighbors Federal Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 720505488.

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.