Defined Benefit (Pension) · DOL Form 5500 · 2023

La Capitol Federal Credit Union Pension Plan

Data updated 2026-08-11

$114M
Total assets: 132
Participants: 92nd
Percentile by assets: $861,359
Avg per participant

Official DOL plan name: Retirement Plan for Employees of La Capitol Federal Credit Union · Sponsored by La Capitol Federal Credit Union · Louisiana · Finance & Insurance

$114M in assets, 132 participants

La Capitol Federal Credit Union's Retirement Plan for Employees of La Capitol Federal Credit Union reported $114M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 127,072 plans)
#7,792 in Finance & Insurance (8,869 peers)

Coverage in Louisiana

Retirement Plan for Employees of La Capitol Federal Credit Union covers 132 participants in Louisiana, about 27% of the average Louisiana filer (state average ~495 per filing). Assets: $114M.

$114M
total plan assets (2023 EOY): 132
covered participants: 92nd
percentile by assets (of 127,072 plans): $861,359
avg assets per participant

Where Retirement Plan for Employees of La Capitol Federal Credit Union sits by total assets

Retirement Plan for Employees of La Capitol Federal Credit Union vs every filed plan by assets

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

$113,699,360 Top 8% higher than 92% 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

Retirement Plan for Employees of La Capitol Federal Credit Union reported net income rose from -$15M in the plan year 2022 filing to $17M in the plan year 2023 filing.
Retirement Plan for Employees of La Capitol Federal Credit Union end-of-year assets rose from $97M in the plan year 2022 filing to $114M in the plan year 2023 filing.
Retirement Plan for Employees of La Capitol Federal Credit Union reported participants rose from 128 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Louisiana

Industry

Finance & Insurance

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Retirement Plan for Employees of La Capitol Federal Credit Union reports 132 participants - about 27% of that state average ($114M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)	$97M
Net Assets (End of Year)	$114M
Net Income	$17M
Employer EIN	726020667
Plan Effective Date	1972-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (La Capitol Federal Credit Union)

Total plan assets by year, all La Capitol Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	286	$101M
2023	2	292	$118M
2024	2	307	$129M

Nearby Defined Benefit (Pension) Plans in Louisiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of La Capitol Federal Credit Union vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants

Lumen Combined Pension Plan $4.8B · 10,804
Entergy Corporation Retirement Plan for Non-Bargaining Employees $3.1B · 7,501
Willis-Knighton Medical Center Employees Retirement Plan $1.1B · 5,919
Entergy Corporation Retirement Plan for Bargaining Employees $903M · 2,424
Entergy Corporation Retirement Plan III $819M · 63

Compare Retirement Plan for Employees of La Capi… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of La Capitol Federal Credit Union by total assets, not by location.

Mtm/Mata Employee Benefits Plan (TN) $114M · 176
Retirement Plan for Employees of Teradyne, Inc. (MA) $114M · 402
Building Material Drivers Local 436 Pension Fund (OH) $114M · 82
Building Trades Pension Plan of Western Pennsylvania (OH) $114M · 1,379

Frequently Asked Questions

How did Retirement Plan for Employees of La Capitol Federal Credit Union assets move in 2023? ▼

Retirement Plan for Employees of La Capitol Federal Credit Union grew sharply - up 17.0% during 2023, from $97M to $114M. Reported net income was $17M.

How have La Capitol Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), La Capitol Federal Credit Union's sponsor-wide assets grew 27.8%, from $101M to $129M.

Where does Retirement Plan for Employees of La Capitol Federal Credit Union rank by assets among Form 5500 filers? ▼

Retirement Plan for Employees of La Capitol Federal Credit Union ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of La Capitol Federal Credit Union? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Mtm/Mata Employee Benefits Plan in TN ($114M, 176 participants).

Next read for Retirement Plan for Employees of La Capi…

Filing takeaways

Ways to act on Retirement Plan for Employees of La Capitol Federal Credit Union's numbers.

By total assets, Retirement Plan for Employees of La Capitol Federal Credit Union ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
La Capitol Federal Credit Union's sponsor-wide assets have grown 27.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 726020667.