Defined Benefit (Pension) · DOL Form 5500 · 2023
Alabama State Employees Credit Union Pension Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $101,557
- Avg per participant Below avg balance/head
Official DOL plan name: Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Alabama State Employees Credit Union · Alabama · Finance & Insurance
$9M in assets, 91 participants
Alabama State Employees Credit Union's Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported $9M in total assets and 91 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,685 in Finance & Insurance (8,869 peers)
Alabama State Employees Credit Union multi-year trail
Alabama State Employees Credit Union's plans moved +17.1% in assets from 2022 to 2024; this filing shows Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust at $9M / 91 participants.
- #3,685
- in Finance & Insurance (8,869 peers)
- +9.9%
- assets growth YoY
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Alabama State Employees 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
$9,241,715 Top 43% higher than 57% 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
Alabama State Employees 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. Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (91 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $832K in the plan year 2023 filing.
- Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
- Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 90 in the plan year 2022 filing to 91 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630348156 · Alabama State Employees Credit Union PY 2023 · Defined Benefit (Pension)
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust · $9M · 91 · 57th
- SCH $9M
- SCH 91
- SCH 57th
- SCH Defined Benefit (Pension)
- SCH near Pension Plan for Salaried Employees of Fabri-Kal Corporation
- SCH ind #3685
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 →
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Alabama State Employees Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Alabama State Employees Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 17.12232934394396% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $8M |
| 2023 | 1 | 91 | $9M |
| 2024 | 1 | 90 | $10M |
Alabama State Employees Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $832K |
| Employer EIN | 630348156 |
| Plan Effective Date | 1993-01-01 |
| 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
Alabama State Employees 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 Pension Plan for Salaried Employees of Fabri-Kal Corporation in IL ($9M); by covered participants it is Maher Terminals LLC Pension Trust in NJ (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pension Plan for Salaried Employees of Fabri-Kal Corporation (IL) $9M · 113
- Cobre Valley Community Hospital Retirement Plan for Salaried Employees (AZ) $9M · 36
- Moustafa E. Alamy M.D., Inc. Defined Benefit Pension Plan (CA) $9M · 13
- Retirement Plan for Drivers of Commercial Distributing Company Inc (MA) $9M · 34
Similar participant headcount
Nearest other-state filings by covered participants (91 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.