Defined Benefit (Pension) · DOL Form 5500 · 2023
Winsouth Credit Union Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 96
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $112,674
- Avg per participant Below avg balance/head
Official DOL plan name: Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Winsouth Credit Union · Alabama · Finance & Insurance
$11M in assets, 96 participants
Winsouth Credit Union's Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported $11M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #4,000 in Finance & Insurance (8,869 peers)
Winsouth Credit Union multi-year trail
Winsouth Credit Union's plans moved +28.0% in assets from 2022 to 2024; this filing shows Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust at $11M / 96 participants.
- #4,000
- in Finance & Insurance (8,869 peers)
- +17.0%
- assets growth YoY
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Winsouth 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
$10,816,717 Top 40% higher than 60% 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
Winsouth 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. Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (96 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$9M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 98 in the plan year 2022 filing to 96 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630371386 · Winsouth Credit Union PY 2023 · Defined Benefit (Pension)
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust · $11M · 96 · 60th
- ASSETS $11M
- PCT 96
- EIN 60th
- RANK Defined Benefit (Pension)
- PHOTO near Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc.
- IND ind #4000
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 →
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Winsouth Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Winsouth Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.951405906392928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $9M |
| 2023 | 1 | 96 | $11M |
| 2024 | 1 | 102 | $12M |
Winsouth Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 630371386 |
| Plan Effective Date | 1967-08-01 |
| Filing Status | FILING RECEIVED |
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
Winsouth 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 Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. in NY ($11M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (96 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.