Defined Benefit (Pension) · DOL Form 5500 · 2024
Winsouth Credit Union Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 102
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $115,946
- Avg per participant Below avg balance/head
Official DOL plan name: Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Winsouth Credit Union · Alabama · Finance & Insurance
$12M in assets, 102 participants
Winsouth Credit Union's Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported $12M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #3,704 in Finance & Insurance (8,549 peers)
Coverage in Alabama
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust covers 102 participants in Alabama, about 28% of the average Alabama filer (state average ~360 per filing). Assets: $12M.
- #3,704
- in Finance & Insurance (8,549 peers)
- +9.3%
- assets growth YoY
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,826,464 Top 41% higher than 59% 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
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (102 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 96 in the plan year 2023 filing to 102 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 630371386 · Winsouth Credit Union PY 2024 · Defined Benefit (Pension)
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust · $12M · 102 · 59th
- RANK $12M
- PHOTO 102
- IND 59th
- EOY Defined Benefit (Pension)
- 5500 near The Restated Noncontributory Retirement Plan for Cooperatives
- ASSETS ind #3704
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 Alabama →
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 630371386 |
| Plan Effective Date | 1967-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winsouth Credit Union)
Sponsor-wide plan assets over time
All Winsouth Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 27.951405906392928% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 98 | $9M |
| 2023 | 1 | 96 | $11M |
| 2024 | 1 | 102 | $12M |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
Winsouth Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is The Restated Noncontributory Retirement Plan for Cooperatives in IA ($12M); by covered participants it is Kewaunee Scientific Corporation Combined Re-Established Retirement Plan in NC (102 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- The Restated Noncontributory Retirement Plan for Cooperatives (IA) $12M · 84
- Suffolk Federal Credit Union and Credit Union Services LLC Cash Balance Retirement Pension Plan (NY) $12M · 50
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) $12M · 11
- Mpd, Inc. Employees' Pension Plan (KY) $12M · 28
Similar participant headcount
Nearest other-state filings by covered participants (102 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.