401(k) · DOL Form 5500 · 2024
Liberty First Credit Union 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 88
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $124,992
- Avg per participant Near avg balance/head
Official DOL plan name: Liberty First Credit Union 401(k) Plan and Trust · Sponsored by Liberty First Credit Union · Nebraska · Finance & Insurance
$11M in assets, 88 participants
Liberty First Credit Union's Liberty First Credit Union 401(k) Plan and Trust reported $11M in total assets and 88 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,563 in Finance & Insurance (8,549 peers)
Liberty First Credit Union multi-year trail
Liberty First Credit Union's plans moved -14.8% in assets from 2022 to 2024; this filing shows Liberty First Credit Union 401(k) Plan and Trust at $11M / 88 participants.
- #3,563
- in Finance & Insurance (8,549 peers)
- -19.5%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Liberty First Credit Union 401(k) Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Liberty First Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,999,261 Top 42% higher than 58% 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
Liberty First Credit Union 401(k) Plan and 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. Liberty First Credit Union 401(k) Plan and Trust is a small filing (88 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty First Credit Union 401(k) Plan and Trust reported net income fell from $746K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Liberty First Credit Union 401(k) Plan and Trust end-of-year assets fell from $14M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Liberty First Credit Union 401(k) Plan and Trust reported participants fell from 89 in the plan year 2023 filing to 88 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 470116167 · Liberty First Credit Union PY 2024 · 401(k)
Liberty First Credit Union 401(k) Plan and Trust · $11M · 88 · 58th
- NET $11M
- BOOK 88
- VS-ST 58th
- BOY 401(k)
- SCH near Event Network, LLC 401(k) Plan
- EBSA ind #3563
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 Nebraska →
Liberty First Credit Union 401(k) Plan and Trust in the asset neighbourhood
Liberty First Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Liberty First Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 14.829306850591973% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 82 | $13M |
| 2023 | 1 | 89 | $14M |
| 2024 | 1 | 88 | $11M |
Liberty First Credit Union filing trail (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$3M |
| Employer EIN | 470116167 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Nebraska
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Hdr, Inc. Best Plan and ESOP $7.7B · 11,460
- Peter Kiewit Sons, Inc. Retirement Savings Plan $2.8B · 17,030
- Union Pacific Agreement Employee 401(k) Retirement Thrift Plan $2.4B · 28,813
- Union Pacific Corporation Thrift Plan $2.3B · 5,350
- First National of Nebraska, Inc. First Savings Plan $1.0B · 4,950
Liberty First Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Nebraska, the nearest 401(k) by assets is Event Network, LLC 401(k) Plan in CA ($11M); by covered participants it is Gana-A'yoo Limited 401(k) Retirement Plan in AK (88 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Event Network, LLC 401(k) Plan (CA) $11M · 1,070
- Rr Investments, Inc. 401(k) Retirement Plan (TX) $11M · 116
- Pmc 401(k) Retirement Plan (OH) $11M · 147
- Custom Control Sensors, LLC 401(k) Plan (CA) $11M · 133
Similar participant headcount
Nearest other-state filings by covered participants (88 participants); asset peers above are excluded.
- Gana-A'yoo Limited 401(k) Retirement Plan (AK) 88 · 0 off
- Masters Building Solutions, Inc. 401(k) Plan (WI) 88 · 0 off
- Fashionphile Group, LLC 401(k) Plan (CA) 88 · 0 off
- Marketing by Design, LLC 401(k) Plan (MA) 88 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.