401(k) · DOL Form 5500 · 2023

Liberty First Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
89
Participants Small participant base
65th
Percentile by assets National rank
$153,488
Avg per participant Above avg balance/head
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Official DOL plan name: Liberty First Credit Union 401(k) Plan and Trust · Sponsored by Liberty First Credit Union · Nebraska · Finance & Insurance

$14M in assets, 89 participants

Liberty First Credit Union's Liberty First Credit Union 401(k) Plan and Trust reported $14M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,469 in Finance & Insurance (8,869 peers)

Liberty First Credit Union multi-year trail

Liberty First Credit Union's plans moved -14.8% in assets from 2022 to 2024; this filing shows Liberty First Credit Union 401(k) Plan and Trust at $14M / 89 participants.

#4,469
in Finance & Insurance (8,869 peers)
+5.8%
assets growth YoY

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

Liberty First Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,660,442 Top 35% higher than 65% 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

Liberty First 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. Liberty First Credit Union 401(k) Plan and Trust is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Liberty First Credit Union 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $746K in the plan year 2023 filing.
  • Liberty First Credit Union 401(k) Plan and Trust reported participants rose from 82 in the plan year 2022 filing to 89 in the plan year 2023 filing.
  • Liberty First Credit Union 401(k) Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 470116167 · Liberty First Credit Union PY 2023 · 401(k)

Liberty First Credit Union 401(k) Plan and Trust · $14M · 89 · 65th

  • BOOK $14M
  • VS-ST 89
  • BOY 65th
  • SCH 401(k)
  • EBSA near Spinal Elements 401(k) and Profit Sharing Plan
  • PART ind #4469

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 Nebraska →

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

Liberty First Credit Union 401(k) Plan and TrustLiberty First Credit Union 4…$14MSpinal Elements 401(k) and Profit Sharing PlanSpinal Elements 401(k) and P…$14MMadison International Realty 401(k) PlanMadison International Realty…$14MAvasure 401(k) Plan$14MWright Ford Young & Co. Profit Sharing PlanWright Ford Young & Co. Prof…$14M
End-of-year total assets ($M) among Liberty First Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Liberty First Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Liberty First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$11M 14.829306850591973% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $12.9M $11M ▼ -14.8%
Year Plans Participants Total Assets
2022 1 82 $13M
2023 1 89 $14M
2024 1 88 $11M

Liberty First Credit Union filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$746K
Employer EIN470116167
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nebraska

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

Liberty First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Liberty First Credit Union 401(k) Plan and Trust, Total assets ($B): 0.013660442 · Participants: 89Liberty First Credit Union 401(k) Plan and TrustHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Liberty First Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Liberty First Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Spinal Elements 401(k) and Profit Sharing Plan in CA ($14M); by covered participants it is Cross Country 401(k) Plan in TX (89 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Liberty First Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Liberty First Credit Union 401(k) Plan and Trust grew at a solid clip - up 5.8% during 2023, from $13M to $14M. Reported net income was $746K.
How have Liberty First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Liberty First Credit Union's sponsor-wide assets declined 14.8%, from $13M to $11M.
Which 401(k) plans are similar in size to Liberty First Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Spinal Elements 401(k) and Profit Sharing Plan in CA ($14M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Liberty First Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Cross Country 401(k) Plan in TX (89 participants, N/A 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 470116167.

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.