Money Purchase · DOL Form 5500 · 2024
Cotton Belt Federal Credit Union Money Purchase Plan
Data updated 2026-08-25
- $611K
- Total assets Small plan by assets
- 25
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $24,444
- Avg per participant Low balance/head
Official DOL plan name: Cotton Belt Federal Credit Union Pension Plan & Trust · Sponsored by Cotton Belt Federal Credit Union · Arkansas · Finance & Insurance
$611K in assets, 25 participants
Cotton Belt Federal Credit Union's Cotton Belt Federal Credit Union Pension Plan & Trust reported $611K in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #897 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Cotton Belt Federal Credit Union Pension Plan & Trust holds $611K for 25 participants - about $24,444 per participant, among the smaller plans by assets on file.
- #897
- in Finance & Insurance (8,549 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $26K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Cotton Belt Federal Credit Union Pension Plan & Trust among the smaller filed plans by assets
Cotton Belt Federal Credit Union Pension Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$611,096 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Cotton Belt Federal Credit Union Pension Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cotton Belt Federal Credit Union Pension Plan & Trust is a small filing (25 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cotton Belt Federal Credit Union Pension Plan & Trust reported net income rose from -$36K in the plan year 2023 filing to -$26K in the plan year 2024 filing.
- Cotton Belt Federal Credit Union Pension Plan & Trust reported participants rose from 22 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- Cotton Belt Federal Credit Union Pension Plan & Trust end-of-year assets fell from $637K in the plan year 2023 filing to $611K in the plan year 2024 filing.
DOL schedule card
Filing strip 710239411 · Cotton Belt Federal Credit Union PY 2024 · Money Purchase
Cotton Belt Federal Credit Union Pension Plan & Trust · $611K · 25 · 19th
- PART $611K
- PART 25
- PART 19th
- PART Money Purchase
- PART near Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2
- PART ind #897
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 Arkansas →
Cotton Belt Federal Credit Union Pension Plan & Trust in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $637K |
|---|---|
| Net Assets (End of Year) | $611K |
| Net Income | -$26K |
| Employer EIN | 710239411 |
| Plan Effective Date | 1973-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Cotton Belt Federal Credit Union)
Sponsor-wide plan assets over time
All Cotton Belt Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $611K 9.172844717395053% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $673K |
| 2023 | 1 | 22 | $637K |
| 2024 | 1 | 25 | $611K |
Nearby Money Purchase Plans in Arkansas
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Arkansas Chapter NECA-IBEW Retirement Plan $303M · 1,529
- Unity Health Retirement Plan $75M · 1,736
- Mississippi County Arkansas Economic Opportunity Commission, Inc. Pension $6M · 300
- Selected Funeral and Life Insurance Company Money Purchase Plan $3M · 32
- Jeral Wayman Hastings $1M · 2
Cotton Belt Federal Credit Union Pension Plan & Trust's out-of-state Money Purchase peers by assets and headcount
Outside Arkansas, the nearest Money Purchase by assets is Retirement Plan of W. Russell G. Byers, Jr. Separate Trust No. 2 in PA ($613K); by covered participants it is Gould Investors L.P. Pension Plan in NY (25 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($611K here).
Similar participant headcount
Nearest other-state filings by covered participants (25 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.