Defined Benefit (Pension) · DOL Form 5500 · 2023
Y-12 Federal Credit Union Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 317
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $188,953
- Avg per participant Above avg balance/head
Official DOL plan name: Y-12 Federal Credit Union Cash Balance Retirement Pension Plan · Sponsored by Y-12 Federal Credit Union · Tennessee · Finance & Insurance
$60M in assets, 317 participants
Y-12 Federal Credit Union's Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported $60M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,136 in Finance & Insurance (8,869 peers)
Coverage in Tennessee
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan covers 317 participants in Tennessee, about 28% of the average Tennessee filer (state average ~1,126 per filing). Assets: $60M.
- #7,136
- in Finance & Insurance (8,869 peers)
- +13.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$59,898,005 Top 13% higher than 87% 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
Y-12 Federal Credit Union Cash Balance Retirement Pension 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. Y-12 Federal Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (317 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Y-12 Federal Credit Union Cash Balance Retirement Pension Plan end-of-year assets rose from $53M in the plan year 2022 filing to $60M in the plan year 2023 filing.
- Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported participants rose from 293 in the plan year 2022 filing to 317 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 620473619 · Y-12 Federal Credit Union PY 2023 · Defined Benefit (Pension)
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan · $60M · 317 · 87th
- PHOTO $60M
- PHOTO 317
- PHOTO 87th
- PHOTO Defined Benefit (Pension)
- PHOTO near Libbey Salaried Cash Balance Pension Plan
- PHOTO ind #7136
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 Tennessee →
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $53M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $7M |
| Employer EIN | 620473619 |
| Plan Effective Date | 1976-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Y-12 Federal Credit Union)
Sponsor-wide plan assets over time
All Y-12 Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $106M 35.495516531043826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 620 | $78M |
| 2023 | 2 | 664 | $94M |
| 2024 | 2 | 674 | $106M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.6B · 139,031
- Retirement Plan of International Paper Company $8.8B · 20,164
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Pension Plan for Employees at Ornl $2.5B · 5,801
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.1B · 2,710
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Libbey Salaried Cash Balance Pension Plan in OH ($60M); by covered participants it is Recycling and General Industrial Union Local 108 Pension Fund in NJ (317 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Libbey Salaried Cash Balance Pension Plan (OH) $60M · 120
- Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement (IL) $60M · 351
- Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan (IL) $60M · 169
- Vermont Mutual Insurance Company Employees' Pension Plan (VT) $60M · 80
Similar participant headcount
Nearest other-state filings by covered participants (317 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.