401(k) · DOL Form 5500 · 2023

Listerhill Credit Union 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
266
Participants Below avg headcount
66th
Percentile by assets National rank
$52,745
Avg per participant Low balance/head
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Official DOL plan name: Listerhill Credit Union 401(k) Plan · Sponsored by Listerhill Credit Union · Alabama · Finance & Insurance

$14M in assets, 266 participants

Listerhill Credit Union's Listerhill Credit Union 401(k) Plan reported $14M in total assets and 266 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,515 in Finance & Insurance (8,869 peers)

Listerhill Credit Union multi-year trail

Listerhill Credit Union's plans moved +17.7% in assets from 2022 to 2024; this filing shows Listerhill Credit Union 401(k) Plan at $14M / 266 participants.

#4,515
in Finance & Insurance (8,869 peers)
+22.6%
assets growth YoY

Listerhill Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Listerhill Credit Union 401(k) Plan vs every filed plan by assets

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

$14,030,144 Top 34% higher than 66% 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 401(k) Plan 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 401(k) Plan sits mid-pack in the medium band (266 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Listerhill Credit Union 401(k) Plan reported net income rose from $479K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Listerhill Credit Union 401(k) Plan reported participants rose from N/A in the plan year 2022 filing to 266 in the plan year 2023 filing.
  • Listerhill Credit Union 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M 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 · 401(k)

Listerhill Credit Union 401(k) Plan · $14M · 266 · 66th

  • ASSETS $14M
  • PCT 266
  • EIN 66th
  • RANK 401(k)
  • PHOTO near Campbell, Yost, Clare & Norell, P.C. 401(k) Plan
  • IND ind #4515

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 401(k) Plan in the asset neighbourhood

Listerhill Credit Union 401(k) PlanListerhill Credit Union 401(…$14MCampbell, Yost, Clare & Norell, P.C. 401(k) PlanCampbell, Yost, Clare & Nore…$14MGolda Och Academy 401(k) Plan$14MO'neill Wetsuits, LLC 401(k) PlanO'neill Wetsuits, LLC 401(k)…$14MRhi Services Co. , Inc. 401(k) PlanRhi Services Co. , Inc. 401(…$14M
End-of-year total assets ($M) among Listerhill Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Listerhill Credit Union multi-year asset trail

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

Listerhill Credit Union filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN630333902
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Listerhill Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Listerhill Credit Union 401(k) Plan, Total assets ($B): 0.014030144 · Participants: 266Listerhill Credit Union 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Listerhill Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Listerhill Credit Union 401(k) Plan side-by-side with 3 peers →

Listerhill Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Campbell, Yost, Clare & Norell, P.C. 401(k) Plan in AZ ($14M); by covered participants it is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (266 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 Listerhill Credit Union 401(k) Plan assets move in 2023? ▼
Listerhill Credit Union 401(k) Plan grew sharply - up 22.6% during 2023, from $11M to $14M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Listerhill Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Campbell, Yost, Clare & Norell, P.C. 401(k) Plan in AZ ($14M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Listerhill Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Heritage Credit, LLC 401(k) Profit Sharing Plan in MS (266 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 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.