401(k) · DOL Form 5500 · 2023

Pelican State Credit Union 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
344
Participants Below avg headcount
74th
Percentile by assets National rank
$62,279
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Pelican State Credit Union Capital Accumulation Plan · Sponsored by Pelican State Credit Union · Louisiana · Finance & Insurance

$21M in assets, 344 participants

Pelican State Credit Union's Pelican State Credit Union Capital Accumulation Plan reported $21M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,395 in Finance & Insurance (8,869 peers)

Pelican State Credit Union multi-year trail

Pelican State Credit Union's plans moved +47.3% in assets from 2022 to 2024; this filing shows Pelican State Credit Union Capital Accumulation Plan at $21M / 344 participants.

#5,395
in Finance & Insurance (8,869 peers)
+24.0%
assets growth YoY

Pelican State Credit Union Capital Accumulation Plan's outsized position by total assets

Pelican State Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$21,423,856 Top 26% higher than 74% 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

Pelican State Credit Union Capital Accumulation 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. Pelican State Credit Union Capital Accumulation Plan sits mid-pack in the medium band (344 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Pelican State Credit Union Capital Accumulation Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Pelican State Credit Union Capital Accumulation Plan end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Pelican State Credit Union Capital Accumulation Plan reported participants rose from 300 in the plan year 2022 filing to 344 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 720498240 · Pelican State Credit Union PY 2023 · 401(k)

Pelican State Credit Union Capital Accumulation Plan · $21M · 344 · 74th

  • BOOK $21M
  • VS-ST 344
  • BOY 74th
  • SCH 401(k)
  • EBSA near Watermark Insights 401(k) Plan
  • PART ind #5395

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 Louisiana →

Pelican State Credit Union Capital Accumulation Plan in the asset neighbourhood

Reingold, Inc. 401(k) Plan$21MPelican State Credit Union Capital Accumulation PlanPelican State Credit Union C…$21MWatermark Insights 401(k) PlanWatermark Insights 401(k) Pl…$21MMatalco (U.S.), Inc. 401(k) PlanMatalco (U.S.), Inc. 401(k) …$21MMotco, Inc. 401(k) & Profit Sharing PlanMotco, Inc. 401(k) & Profit …$21M
End-of-year total assets ($M) among Pelican State Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pelican State Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Pelican State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 47.25099000242672% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.3M $25.4M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 300 $17M
2023 1 344 $21M
2024 1 358 $25M

Pelican State Credit Union filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN720498240
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pelican State Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Pelican State Credit Union Capital Accumulation Plan, Total assets ($B): 0.021423856 · Participants: 344Pelican State Credit Union Capital Accumulation PlanLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Pelican State Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Pelican State Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Pelican State Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Watermark Insights 401(k) Plan in TX ($21M); by covered participants it is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (344 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 Pelican State Credit Union Capital Accumulation Plan assets move in 2023? ▼
Pelican State Credit Union Capital Accumulation Plan grew sharply - up 24.0% during 2023, from $17M to $21M. Reported net income was $4M.
How have Pelican State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelican State Credit Union's sponsor-wide assets grew 47.3%, from $17M to $25M.
Which 401(k) plans are similar in size to Pelican State Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Watermark Insights 401(k) Plan in TX ($21M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Pelican State Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 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 720498240.

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.