Defined Benefit (Pension) · DOL Form 5500 · 2023
Keesler Federal Credit Union Pension Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 191
- Participants Below avg headcount
- 74th
- Percentile by assets National rank
- $110,632
- Avg per participant Below avg balance/head
Official DOL plan name: Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Keesler Federal Credit Union · Mississippi · Finance & Insurance
$21M in assets, 191 participants
Keesler Federal Credit Union's Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $21M in total assets and 191 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.
- #5,371 in Finance & Insurance (8,869 peers)
Keesler Federal Credit Union multi-year trail
Keesler Federal Credit Union's plans moved +26.0% in assets from 2022 to 2024; this filing shows Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust at $21M / 191 participants.
- #5,371
- in Finance & Insurance (8,869 peers)
- -4.9%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,130,717 Top 26% higher than 74% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Keesler Federal Credit Union Cash Balance 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. Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (191 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from -$526K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 205 in the plan year 2022 filing to 191 in the plan year 2023 filing.
- Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $22M in the plan year 2022 filing to $21M in the plan year 2023 filing.
DOL schedule card
Filing strip 640302297 · Keesler Federal Credit Union PY 2023 · Defined Benefit (Pension)
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $21M · 191 · 74th
- ASSETS $21M
- PCT 191
- EIN 74th
- RANK Defined Benefit (Pension)
- PHOTO near Chs/Community Health Systems, Inc.Retirement Income Plan
- IND ind #5371
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 Mississippi →
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Keesler Federal Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Keesler Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 26.007919724452872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 933 | $47M |
| 2023 | 2 | 989 | $53M |
| 2024 | 2 | 962 | $59M |
Keesler Federal Credit Union filing trail (2023)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | -$1M |
| Employer EIN | 640302297 |
| Plan Effective Date | 1962-05-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Hancock Whitney Corporation Pension Plan $746M · 1,723
- North Mississippi Health Services, Inc. Retirement Plan & Trust Agreement $492M · 1,837
- Sfb Casualty Ins Co Retirement Plan $431M · 1,492
- Cadence Retirement Plan and Trust Agreement $338M · 4,758
- Southern Farm Bureau Life Insurance Company Retirement Plan $230M · 607
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Chs/Community Health Systems, Inc.Retirement Income Plan in TN ($21M); by covered participants it is Unisys Pension Plan 2 in PA (191 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 (191 participants); asset peers above are excluded.
- Unisys Pension Plan 2 (PA) 191 · 0 off
- Gkn Aerospace Pension Plan (TX) 191 · 0 off
- Sheet Metal 7 Zone 3 Pension Fund (MI) 191 · 0 off
- Ironworkers Local No. 6 Retirement Plan (NY) 191 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.