Defined Benefit (Pension) · DOL Form 5500 · 2023

Allsouth Federal Credit Union Pension Plan

Data updated 2026-08-25

$101M
Total assets Near avg plan size
282
Participants Below avg headcount
91st
Percentile by assets National rank
$358,759
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Allsouth Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Allsouth Federal Credit Union · South Carolina · Finance & Insurance

$101M in assets, 282 participants

Allsouth Federal Credit Union's Allsouth Federal Credit Union Defined Benefit Plan and Trust reported $101M in total assets and 282 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,694 in Finance & Insurance (8,869 peers)

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

Allsouth Federal Credit Union Defined Benefit Plan and Trust sits in the top 10% of all filed plans by assets, $101M for 282 participants (~$358,759/participant), up 12.9% in 2023.

#7,694
in Finance & Insurance (8,869 peers)
+12.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

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

Allsouth 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

$101,169,966 Top 9% higher than 91% 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

Allsouth Federal Credit Union 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. Allsouth Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Allsouth Federal Credit Union Defined Benefit Plan and Trust reported net income rose from $8M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Allsouth Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $90M in the plan year 2022 filing to $101M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 570407742 · Allsouth Federal Credit Union PY 2023 · Defined Benefit (Pension)

Allsouth Federal Credit Union Defined Benefit Plan and Trust · $101M · 282 · 91st

  • IND $101M
  • IND 282
  • IND 91st
  • IND Defined Benefit (Pension)
  • IND near Cement Masons Pension Trust Fund - Detroit and Vicinity
  • IND ind #7694

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 South Carolina →

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

San Francisco Symphony Retirement PlanSan Francisco Symphony Retir…$101MAllsouth Federal Credit Union Defined Benefit Plan and TrustAllsouth Federal Credit Unio…$101MCement Masons Pension Trust Fund - Detroit and VicinityCement Masons Pension Trust …$101MUfcw Unions and Participating Employers Pension PlanUfcw Unions and Participatin…$101MThe Glenmede Corporation Retirement PlanThe Glenmede Corporation Ret…$101M
End-of-year total assets ($M) among Allsouth 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)$90M
Net Assets (End of Year)$101M
Net Income$12M
Employer EIN570407742
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Allsouth Federal Credit Union)

Sponsor-wide plan assets over time

All Allsouth Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 86.3085631486711% vs 2022
2024 filing year
$0M$50M$100M$150M 202220232024 $100M $13.8M ▼ -86.3%
Year Plans Participants Total Assets
2022 2 575 $100M
2023 2 593 $113M
2024 1 323 $14M

Nearby Defined Benefit (Pension) Plans in South Carolina

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

Allsouth Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -1012345 Total assets ($B) Participants Allsouth Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.101169966 · Participants: 282Allsouth Federal Credit Union Defined Benefit Plan and TrustThe Savannah River Nuclear Solutions, LLC Multiple Employer Pension Plan, Total assets ($B): 3.899009456 · Participants: 2016The Savannah River Nuclear Solutions, LLC Multiple Employer Pension PlanMichelin Retirement Plan, Total assets ($B): 2.233685106 · Participants: 3743Michelin Retirement PlanNon-Contributory Retirement Program for Certain Empl of Bcbssc, Total assets ($B): 1.20607382 · Participants: 4344Non-Contributory Retirement Program for Certain Empl of BcbsscLegacy Ghs/Tuomey Pension Plan, Total assets ($B): 0.610784456 · Participants: 3346Legacy Ghs/Tuomey Pension PlanKennametal Inc. Retirement Income Plan, Total assets ($B): 0.540622439 · Participants: 563Kennametal Inc. Retirement Income Plan
Allsouth Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in South Carolina, assets vs. participants
Compare Allsouth Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Allsouth Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside South Carolina, the nearest Defined Benefit (Pension) by assets is Cement Masons Pension Trust Fund - Detroit and Vicinity in MI ($101M); by covered participants it is Retirement Plan for Employees of Walsworth Publishing Company, Inc. in MO (282 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (282 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 Allsouth Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Allsouth Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 12.9% during 2023, from $90M to $101M. Reported net income was $12M.
How have Allsouth Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Allsouth Federal Credit Union's sponsor-wide assets declined 86.3%, from $100M to $14M.
Where does Allsouth Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Allsouth Federal Credit Union Defined Benefit Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Allsouth Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Pension Trust Fund - Detroit and Vicinity in MI ($101M, 554 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Allsouth Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Walsworth Publishing Company, Inc. in MO (282 participants, $62M 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 570407742.

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.