Defined Benefit (Pension) · DOL Form 5500 · 2023

Ornl Federal Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
99
Participants Small participant base
75th
Percentile by assets National rank
$226,997
Avg per participant Above avg balance/head
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Official DOL plan name: Ornl Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Ornl Federal Credit Union · Tennessee · Finance & Insurance

$22M in assets, 99 participants

Ornl Federal Credit Union's Ornl Federal Credit Union Defined Benefit Plan and Trust reported $22M in total assets and 99 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,498 in Finance & Insurance (8,869 peers)

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

Ornl Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $22M for 99 participants (~$226,997/participant), up 6.3% in 2023.

#5,498
in Finance & Insurance (8,869 peers)
+6.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

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

Ornl 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

$22,472,670 Top 25% higher than 75% 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

Ornl Federal Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ornl Federal Credit Union Defined Benefit Plan and Trust is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ornl Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Ornl Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 110 in the plan year 2022 filing to 99 in the plan year 2023 filing.
  • Ornl Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 620476738 · Ornl Federal Credit Union PY 2023 · Defined Benefit (Pension)

Ornl Federal Credit Union Defined Benefit Plan and Trust · $22M · 99 · 75th

  • 5500 $22M
  • 5500 99
  • 5500 75th
  • 5500 Defined Benefit (Pension)
  • 5500 near Ballston Spa National Bank Pension Plan
  • 5500 ind #5498

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 →

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

Wyoming Refining Company Pension PlanWyoming Refining Company Pen…$23MIntesa Sanpaolo S.P.a Retirement PlanIntesa Sanpaolo S.P.a Retire…$22MOrnl Federal Credit Union Defined Benefit Plan and TrustOrnl Federal Credit Union De…$22MBallston Spa National Bank Pension PlanBallston Spa National Bank P…$22MPhiladelphia Industrial Development Corporation Retirement PlanPhiladelphia Industrial Deve…$22M
End-of-year total assets ($M) among Ornl 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)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN620476738
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ornl Federal Credit Union)

Sponsor-wide plan assets over time

All Ornl Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 30.472557436322273% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $61.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 595 $47M
2023 2 578 $53M
2024 2 583 $62M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Ornl Federal 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 ($B) Participants Ornl Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.02247267 · Participants: 99Ornl Federal 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
Ornl Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Ornl Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Ornl Federal 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 Ballston Spa National Bank Pension Plan in NY ($22M); by covered participants it is Local 1102 Retirement Trust in NY (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Ornl Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Ornl Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 6.3% during 2023, from $21M to $22M. Reported net income was $1M.
How have Ornl Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ornl Federal Credit Union's sponsor-wide assets grew 30.5%, from $47M to $62M.
Where does Ornl Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Ornl Federal Credit Union Defined Benefit Plan and Trust ranks in the 75th 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 Ornl Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ballston Spa National Bank Pension Plan in NY ($22M, 88 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ornl Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 1102 Retirement Trust in NY (99 participants, $36M 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 620476738.

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.