Defined Benefit (Pension) · DOL Form 5500 · 2023

Abound Federal Credit Union Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
333
Participants Below avg headcount
81st
Percentile by assets National rank
$101,856
Avg per participant Below avg balance/head
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Official DOL plan name: Abound Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Abound Federal Credit Union · Kentucky · Finance & Insurance

$34M in assets, 333 participants

Abound Federal Credit Union's Abound Federal Credit Union Defined Benefit Plan and Trust reported $34M in total assets and 333 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.

  • #6,279 in Finance & Insurance (8,869 peers)

Where Abound Federal Credit Union Defined Benefit Plan and Trust sits by assets

Abound Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $34M for 333 participants (~$101,856/participant), up 14.0% in 2023.

#6,279
in Finance & Insurance (8,869 peers)
+14.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Abound Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Abound Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$33,918,163 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

Abound Federal 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. Abound Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (333 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Abound Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Abound Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $30M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Abound Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 303 in the plan year 2022 filing to 333 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 610549068 · Abound Federal Credit Union PY 2023 · Defined Benefit (Pension)

Abound Federal Credit Union Defined Benefit Plan and Trust · $34M · 333 · 81st

  • 5500 $34M
  • 5500 333
  • 5500 81st
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Income Plan for Employees of Armacell LLC
  • 5500 ind #6279

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 Kentucky →

Abound Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Glasgow, Inc. Pension Plan$34MRetirement Income Plan for Employees of Armacell LLCRetirement Income Plan for E…$34MAbound Federal Credit Union Defined Benefit Plan and TrustAbound Federal Credit Union …$34MNational Australia Bank Limited Pension PlanNational Australia Bank Limi…$34MNewsguild of New York Consumer Reports Pension PlaNewsguild of New York Consum…$34M
End-of-year total assets ($M) among Abound Federal Credit Union 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)$30M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN610549068
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Abound Federal Credit Union)

Sponsor-wide plan assets over time

All Abound Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$57M 42.16168549537846% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.8M $56.5M ▲ +42.2%
Year Plans Participants Total Assets
2022 2 601 $40M
2023 2 660 $44M
2024 2 699 $57M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Abound Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Abound Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.033918163 · Participants: 333Abound Federal Credit Union Defined Benefit Plan and TrustLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Abound Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Abound Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Retirement Income Plan for Employees of Armacell LLC in NC ($34M); by covered participants it is Ti Group Automotive Systems Retirement Plan in MI (333 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (333 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 Abound Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Abound Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 14.0% during 2023, from $30M to $34M. Reported net income was $4M.
How have Abound Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Abound Federal Credit Union's sponsor-wide assets grew 42.2%, from $40M to $57M.
Where does Abound Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Abound Federal Credit Union Defined Benefit Plan and Trust 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 Abound Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Employees of Armacell LLC in NC ($34M, 56 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Abound Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ti Group Automotive Systems Retirement Plan in MI (333 participants, $132M 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 610549068.

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.