Defined Benefit (Pension) · DOL Form 5500 · 2023

Apco Employees Credit Union Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
115
Participants Small participant base
75th
Percentile by assets National rank
$198,377
Avg per participant Above avg balance/head
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Official DOL plan name: Apco Employees Credit Union Defined Benefit Plan and Trust · Sponsored by Apco Employees Credit Union · Alabama · Finance & Insurance

$23M in assets, 115 participants

Apco Employees Credit Union's Apco Employees Credit Union Defined Benefit Plan and Trust reported $23M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,521 in Finance & Insurance (8,869 peers)

Coverage in Alabama

Apco Employees Credit Union Defined Benefit Plan and Trust covers 115 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $23M.

#5,521
in Finance & Insurance (8,869 peers)
+13.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Apco Employees Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Apco Employees Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$22,813,374 Top 25% higher than 75% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Apco Employees Credit Union Defined Benefit Plan and Trust 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. Apco Employees Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Apco Employees Credit Union Defined Benefit Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Apco Employees Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Apco Employees Credit Union Defined Benefit Plan and Trust reported participants fell from 118 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630328360 · Apco Employees Credit Union PY 2023 · Defined Benefit (Pension)

Apco Employees Credit Union Defined Benefit Plan and Trust · $23M · 115 · 75th

  • EBSA $23M
  • PART 115
  • TYPE 75th
  • NET Defined Benefit (Pension)
  • BOOK near Flexfab Pension Plan
  • VS-ST ind #5521

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 →

Apco Employees Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Nathan Littauer Hospital & Nursing Home Registered Nurses PlanNathan Littauer Hospital & N…$23MW. B. Doner and Company Equity Pension PlanW. B. Doner and Company Equi…$23MFlexfab Pension Plan$23MApco Employees Credit Union Defined Benefit Plan and TrustApco Employees Credit Union …$23MSouthern Minnesota Beet Sugar Cooperative Retirement Plan BSouthern Minnesota Beet Suga…$23M
End-of-year total assets ($M) among Apco Employees Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN630328360
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Apco Employees Credit Union)

Sponsor-wide plan assets over time

All Apco Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 22.283155473776937% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $24.6M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 118 $20M
2023 1 115 $23M
2024 1 123 $25M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Apco Employees Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Apco Employees Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.022813374 · Participants: 115Apco Employees Credit Union Defined Benefit Plan and TrustRegions Financial Corporation Retirement Plan, Total assets ($B): 1.23300032 · Participants: 292Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.737313284 · Participants: 2014Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.716301272 · Participants: 2395Regions Financial Corporation Retirement Plan for AssociatesVulcan Materials Company Pension Plan, Total assets ($B): 0.507585545 · Participants: 776Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.440237888 · Participants: 832American Cast Iron Pipe Company Pension Plan
Apco Employees Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Apco Employees Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Apco Employees Credit Union 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 Flexfab Pension Plan in MI ($23M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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.

Frequently Asked Questions

How did Apco Employees Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Apco Employees Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 13.3% during 2023, from $20M to $23M. Reported net income was $3M.
How have Apco Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Apco Employees Credit Union's sponsor-wide assets grew 22.3%, from $20M to $25M.
Where does Apco Employees Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Apco Employees Credit Union Defined Benefit Plan and Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Apco Employees Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Flexfab Pension Plan in MI ($23M, 119 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Apco Employees Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants, N/A in assets).

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 630328360.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.