Defined Benefit (Pension) · DOL Form 5500 · 2023
La Capitol Federal Credit Union Pension Plan
Data updated 2026-08-25
- $114M
- Total assets Near avg plan size
- 132
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $861,359
- Avg per participant High balance/head
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.
- #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.
- #7,792
- in Finance & Insurance (8,869 peers)
- +17.0%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Retirement Plan for Employees of La Capitol Federal Credit Union's outsized position 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 among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of La Capitol Federal Credit Union sits mid-pack in the medium band (132 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
EBSA filing schedule strip
Filing strip 726020667 · La Capitol Federal Credit Union PY 2023 · Defined Benefit (Pension)
Retirement Plan for Employees of La Capitol Federal Credit Union · $114M · 132 · 92nd
- PCT $114M
- EIN 132
- RANK 92nd
- PHOTO Defined Benefit (Pension)
- IND near Mtm/Mata Employee Benefits Plan
- EOY ind #7792
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 Louisiana →
Retirement Plan for Employees of La Capitol Federal Credit Union in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All La Capitol Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $129M 27.848179840849614% vs 2022
- 2024 filing year
| 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.
- 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
Retirement Plan for Employees of La Capitol Federal Credit Union's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Louisiana, the nearest Defined Benefit (Pension) by assets is Mtm/Mata Employee Benefits Plan in TN ($114M); by covered participants it is K & F Industries Retirement Plan for Salaried Employees in OH (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($114M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (132 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.