Defined Benefit (Pension) · DOL Form 5500 · 2023

Avadian Credit Union Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
100
Participants Small participant base
81st
Percentile by assets National rank
$348,000
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avadian Credit Union Defined Benefit Plan · Sponsored by Avadian Credit Union · Alabama · Finance & Insurance

$35M in assets, 100 participants

Avadian Credit Union's Avadian Credit Union Defined Benefit Plan reported $35M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,332 in Finance & Insurance (8,869 peers)

Coverage in Alabama

Avadian Credit Union Defined Benefit Plan covers 100 participants in Alabama, about 28% of the average Alabama filer (state average ~360 per filing). Assets: $35M.

#6,332
in Finance & Insurance (8,869 peers)
+9.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Avadian Credit Union Defined Benefit Plan's outsized position by total assets

Avadian Credit Union Defined Benefit Plan vs every filed plan by assets

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

$34,800,007 Top 19% higher than 81% 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

Avadian Credit Union Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avadian Credit Union Defined Benefit Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avadian Credit Union Defined Benefit Plan reported net income rose from -$7M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Avadian Credit Union Defined Benefit Plan end-of-year assets rose from $32M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Avadian Credit Union Defined Benefit Plan reported participants fell from 108 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630207315 · Avadian Credit Union PY 2023 · Defined Benefit (Pension)

Avadian Credit Union Defined Benefit Plan · $35M · 100 · 81st

  • IND $35M
  • EOY 100
  • 5500 81st
  • ASSETS Defined Benefit (Pension)
  • PCT near Sharp Corporation Retirement Plan
  • EIN ind #6332

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 →

Avadian Credit Union Defined Benefit Plan in the asset neighbourhood

Avadian Credit Union Defined Benefit PlanAvadian Credit Union Defined…$35MSharp Corporation Retirement PlanSharp Corporation Retirement…$35MNexans USA Inc. Salaried and Hourly Pension PlanNexans USA Inc. Salaried and…$35MOrange Bank & Trust Company Pension Plan as a Member of the New York State Bankers Retirement SystemOrange Bank & Trust Company …$35MMarble, Tile, and Terrazzo Workers Pension FundMarble, Tile, and Terrazzo W…$35M
End-of-year total assets ($M) among Avadian Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN630207315
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Avadian Credit Union)

Sponsor-wide plan assets over time

All Avadian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 25.399745556796262% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.5M $62.1M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 361 $50M
2023 2 359 $57M
2024 2 359 $62M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Avadian Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -0.500.511.5 Total assets ($B) Participants Avadian Credit Union Defined Benefit Plan, Total assets ($B): 0.034800007 · Participants: 100Avadian Credit Union Defined Benefit PlanRegions 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
Avadian Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Avadian Credit Union Defined Benefit Plan side-by-side with 3 peers →

Avadian Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Sharp Corporation Retirement Plan in PA ($35M); by covered participants it is Pension Plan for Classified Employees of Gasco, Inc. in HI (100 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 Avadian Credit Union Defined Benefit Plan assets move in 2023? ▼
Avadian Credit Union Defined Benefit Plan grew at a solid clip - up 9.3% during 2023, from $32M to $35M. Reported net income was $3M.
How have Avadian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avadian Credit Union's sponsor-wide assets grew 25.4%, from $50M to $62M.
Where does Avadian Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Avadian Credit Union Defined Benefit Plan ranks in the 81st 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 Avadian Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sharp Corporation Retirement Plan in PA ($35M, 842 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avadian Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Classified Employees of Gasco, Inc. in HI (100 participants, $42M 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 630207315.

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.