Defined Benefit (Pension) · DOL Form 5500 · 2023
Legacy Community Federal Credit Union Pension Plan
Data updated 2026-08-25
- $30M
- Total assets Below avg plan size
- 80
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $370,922
- Avg per participant High balance/head
Official DOL plan name: Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Legacy Community Federal Credit Union · Alabama · Finance & Insurance
$30M in assets, 80 participants
Legacy Community Federal Credit Union's Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $30M in total assets and 80 participants in its 2023 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.
- #6,020 in Finance & Insurance (8,869 peers)
Where Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 80 participants (~$370,922/participant), up 7.5% in 2023.
- #6,020
- in Finance & Insurance (8,869 peers)
- +7.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$29,673,747 Top 21% higher than 79% 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
Legacy Community Federal Credit Union Cash Balance Defined Benefit 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. Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $28M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 85 in the plan year 2022 filing to 80 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630363853 · Legacy Community Federal Credit Union PY 2023 · Defined Benefit (Pension)
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $30M · 80 · 79th
- RANK $30M
- RANK 80
- RANK 79th
- RANK Defined Benefit (Pension)
- RANK near Navy Mutual Aid Association Employees' Retirement Plan
- RANK ind #6020
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 Alabama →
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $28M |
|---|---|
| Net Assets (End of Year) | $30M |
| Net Income | $2M |
| Employer EIN | 630363853 |
| Plan Effective Date | 1970-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legacy Community Federal Credit Union)
Sponsor-wide plan assets over time
All Legacy Community Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 16.41456522537157% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 175 | $33M |
| 2023 | 2 | 180 | $36M |
| 2024 | 2 | 202 | $38M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 292
- Blue Cross and Blue Shield of Alabama Retirement Plan $737M · 2,014
- Regions Financial Corporation Retirement Plan for Associates $716M · 2,395
- Vulcan Materials Company Pension Plan $508M · 776
- American Cast Iron Pipe Company Pension Plan $440M · 832
Legacy Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Navy Mutual Aid Association Employees' Retirement Plan in VA ($30M); by covered participants it is Bangor Hydro Electric Company Pension Plan in ME (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($30M here).
Similar participant headcount
Nearest other-state filings by covered participants (80 participants); asset peers above are excluded.
- Bangor Hydro Electric Company Pension Plan (ME) 80 · 0 off
- Pension Plan for Certain Hourly Employees of Paulo Products Company and Affiliates (MO) 80 · 0 off
- Machine & Welding Supply Company Employees' Retirement Plan (NC) 80 · 0 off
- Rand-Whitney Retirement Plan for Members of Bargaining Units (MA) 80 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.