Defined Benefit (Pension) · DOL Form 5500 · 2023

Southeast Financial Credit Union Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
109
Participants Small participant base
59th
Percentile by assets National rank
$93,800
Avg per participant Below avg balance/head
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Official DOL plan name: Southeast Financial Credit Union Defined Benefit Plan and Trust · Sponsored by Southeast Financial Credit Union · Tennessee · Finance & Insurance

$10M in assets, 109 participants

Southeast Financial Credit Union's Southeast Financial Credit Union Defined Benefit Plan and Trust reported $10M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,892 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Southeast Financial Credit Union Defined Benefit Plan and Trust covers 109 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.

#3,892
in Finance & Insurance (8,869 peers)
+13.0%
assets growth YoY

Southeast Financial Credit Union Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Southeast Financial Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$10,224,229 Top 41% higher than 59% 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

Southeast Financial 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. Southeast Financial Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southeast Financial Credit Union Defined Benefit Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Southeast Financial Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Southeast Financial Credit Union Defined Benefit Plan and Trust reported participants fell from 111 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 620382058 · Southeast Financial Credit Union PY 2023 · Defined Benefit (Pension)

Southeast Financial Credit Union Defined Benefit Plan and Trust · $10M · 109 · 59th

  • EBSA $10M
  • EBSA 109
  • EBSA 59th
  • EBSA Defined Benefit (Pension)
  • EBSA near Fred Weber, Inc Nonunion Employees Retirement Plan
  • EBSA ind #3892

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 →

Southeast Financial Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Fred Weber, Inc Nonunion Employees Retirement PlanFred Weber, Inc Nonunion Emp…$10MEmployees' Pension Plan of American Ort, Inc.Employees' Pension Plan of A…$10MRail Products International, Inc. Union Employees Pension PlanRail Products International,…$10MSoutheast Financial Credit Union Defined Benefit Plan and TrustSoutheast Financial Credit U…$10MNational Audubon Society Cash Balance Pension PlanNational Audubon Society Cas…$10M
End-of-year total assets ($M) among Southeast Financial Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN620382058
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Financial Credit Union)

Sponsor-wide plan assets over time

All Southeast Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 21.19435435727969% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $22.3M $27M ▲ +21.2%
Year Plans Participants Total Assets
2022 2 222 $22M
2023 2 219 $25M
2024 2 224 $27M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Southeast Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Southeast Financial Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.010224229 · Participants: 109Southeast Financial Credit Union Defined Benefit Plan and TrustFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Southeast Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Southeast Financial Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Fred Weber, Inc Nonunion Employees Retirement Plan in MO ($10M); by covered participants it is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Southeast Financial Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Southeast Financial Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 13.0% during 2023, from $9M to $10M. Reported net income was $1M.
How have Southeast Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southeast Financial Credit Union's sponsor-wide assets grew 21.2%, from $22M to $27M.
Which Defined Benefit (Pension) plans are similar in size to Southeast Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Fred Weber, Inc Nonunion Employees Retirement Plan in MO ($10M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Southeast Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Farmers Mutual Hail Insurance Company of Iowa Retirement Plan in IA (109 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 620382058.

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.