Money Purchase · DOL Form 5500 · 2024
Cotton Belt Federal Credit Union Money Purchase Plan
Data updated 2026-08-06
- $611K
- Total assets
- 25
- Participants
- 19th
- Percentile by assets
- $24,444
- Avg per participant
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.
- 19th percentile by assets (of 116,472 plans)
- #852 in Finance & Insurance (8,240 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.
- $611K
- total plan assets (2024 EOY)
- 25
- covered participants
- 19th
- percentile by assets (of 116,472 plans)
- $24,444
- avg assets per participant
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.
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.
Money Purchase filing for Cotton Belt Federal Credit Union Pension Plan & Trust
Money Purchase filing for plan year 2024: EIN 710239411 ; effective since 1973-12-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
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)
| 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.
Cotton Belt Federal Credit Union Pension Plan & Trust vs. nearby Money Purchase plans in Arkansas, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Cotton Belt Federal Credit Union Pension Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Cotton Belt Federal Credit Union Pension Plan & Trust assets move in 2024? ▼
How have Cotton Belt Federal Credit Union plan assets changed over time? ▼
Where does Cotton Belt Federal Credit Union Pension Plan & Trust rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Cotton Belt Federal Credit Union Pension Plan & Trust? ▼
Next read for Cotton Belt Federal Credit Union Pension…
Filing takeaways
Ways to act on Cotton Belt Federal Credit Union Pension Plan & Trust's numbers.
- By total assets, Cotton Belt Federal Credit Union Pension Plan & Trust ranks among the smaller plans by assets on file. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Arkansas. Compare plans
- Cotton Belt Federal Credit Union's sponsor-wide assets have declined 9.2% since 2022 across 3 plan years on file. More Finance & Insurance plans