Defined Benefit (Pension) · DOL Form 5500 · 2023

Listerhill Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
234
Participants Below avg headcount
77th
Percentile by assets National rank
$112,896
Avg per participant Below avg balance/head
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Official DOL plan name: Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Listerhill Credit Union · Alabama · Finance & Insurance

$26M in assets, 234 participants

Listerhill Credit Union's Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported $26M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,807 in Finance & Insurance (8,869 peers)

Where Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 234 participants (~$112,896/participant), up 7.9% in 2023.

#5,807
in Finance & Insurance (8,869 peers)
+7.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Listerhill 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

$26,417,664 Top 23% higher than 77% 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

Listerhill Credit Union Cash Balance 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. Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (234 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$14M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $24M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 241 in the plan year 2022 filing to 234 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630333902 · Listerhill Credit Union PY 2023 · Defined Benefit (Pension)

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust · $26M · 234 · 77th

  • 5500 $26M
  • ASSETS 234
  • PCT 77th
  • EIN Defined Benefit (Pension)
  • RANK near Retirement Plan of Forbes Management Company Inc.
  • PHOTO ind #5807

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 →

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Generations Community Federal Credit Union Retirement Pension PlanGenerations Community Federa…$26MThe People-to-People Health Foundation, Inc. Pension PlanThe People-to-People Health …$26MListerhill Credit Union Cash Balance Defined Benefit Plan and TrustListerhill Credit Union Cash…$26MRetirement Plan of Forbes Management Company Inc.Retirement Plan of Forbes Ma…$26MTrue Community Credit Union Cash Balance Defined Benefit Plan and TrustTrue Community Credit Union …$26M
End-of-year total assets ($M) among Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN630333902
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Listerhill Credit Union)

Sponsor-wide plan assets over time

All Listerhill Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.6582088576482% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.9M $42.3M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 241 $36M
2023 2 500 $40M
2024 2 528 $42M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -0.500.511.5 Total assets ($B) Participants Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.026417664 · Participants: 234Listerhill Credit Union Cash Balance 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
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Listerhill 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 of Forbes Management Company Inc. in NY ($26M); by covered participants it is Earle M. Jorgensen Hourly Employees Pension Plan in AZ (234 participants). Same-state nearby plans are listed separately above.

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 Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2023? ▼
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 7.9% during 2023, from $24M to $26M. Reported net income was $2M.
How have Listerhill Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Listerhill Credit Union's sponsor-wide assets grew 17.7%, from $36M to $42M.
Where does Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 77th 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 Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Forbes Management Company Inc. in NY ($26M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Earle M. Jorgensen Hourly Employees Pension Plan in AZ (234 participants, $64M 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 630333902.

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.