401(k) · DOL Form 5500 · 2024

Pelican State Credit Union 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
358
Participants Below avg headcount
75th
Percentile by assets National rank
$71,069
Avg per participant Below avg balance/head
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Official DOL plan name: Pelican State Credit Union Capital Accumulation Plan · Sponsored by Pelican State Credit Union · Louisiana · Finance & Insurance

$25M in assets, 358 participants

Pelican State Credit Union's Pelican State Credit Union Capital Accumulation Plan reported $25M in total assets and 358 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,221 in Finance & Insurance (8,549 peers)

Where Pelican State Credit Union Capital Accumulation Plan sits by assets

Pelican State Credit Union Capital Accumulation Plan sits in the top quartile of all filed plans by assets, $25M for 358 participants (~$71,069/participant), up 18.8% in 2024.

#5,221
in Finance & Insurance (8,549 peers)
+18.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Pelican State Credit Union Capital Accumulation Plan's outsized position by total assets

Pelican State Credit Union Capital Accumulation Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$25,442,752 Top 25% higher than 75% of 123,620 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 2024

Pelican State Credit Union Capital Accumulation Plan 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. Pelican State Credit Union Capital Accumulation Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Pelican State Credit Union Capital Accumulation Plan end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Pelican State Credit Union Capital Accumulation Plan reported participants rose from 344 in the plan year 2023 filing to 358 in the plan year 2024 filing.
  • Pelican State Credit Union Capital Accumulation Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 720498240 · Pelican State Credit Union PY 2024 · 401(k)

Pelican State Credit Union Capital Accumulation Plan · $25M · 358 · 75th

  • BOOK $25M
  • VS-ST 358
  • BOY 75th
  • SCH 401(k)
  • EBSA near Saati Americas Corporation 401(k) Plan
  • PART ind #5221

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 Louisiana →

Pelican State Credit Union Capital Accumulation Plan in the asset neighbourhood

Ocean Beauty Seafoods LLC 401(k) Savings PlanOcean Beauty Seafoods LLC 40…$25MChukchansi Gold Resort and Casino 401(k) PlanChukchansi Gold Resort and C…$25MKelly Automotive Group 401(k) Retirement Plan & TrustKelly Automotive Group 401(k…$25MPelican State Credit Union Capital Accumulation PlanPelican State Credit Union C…$25MSaati Americas Corporation 401(k) PlanSaati Americas Corporation 4…$25M
End-of-year total assets ($M) among Pelican State Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN720498240
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Pelican State Credit Union)

Sponsor-wide plan assets over time

All Pelican State Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 47.25099000242672% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.3M $25.4M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 300 $17M
2023 1 344 $21M
2024 1 358 $25M

Nearby 401(k) Plans in Louisiana

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Pelican State Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Pelican State Credit Union Capital Accumulation Plan, Total assets ($B): 0.025442752 · Participants: 358Pelican State Credit Union Capital Accumulation PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Pelican State Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Pelican State Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Pelican State Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Saati Americas Corporation 401(k) Plan in SC ($25M); by covered participants it is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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.

Frequently Asked Questions

How did Pelican State Credit Union Capital Accumulation Plan assets move in 2024? ▼
Pelican State Credit Union Capital Accumulation Plan grew sharply - up 18.8% during 2024, from $21M to $25M. Reported net income was $4M.
How have Pelican State Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Pelican State Credit Union's sponsor-wide assets grew 47.3%, from $17M to $25M.
Where does Pelican State Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Pelican State Credit Union Capital Accumulation Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Pelican State Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Saati Americas Corporation 401(k) Plan in SC ($25M, 128 participants).
Which 401(k) plans cover a similar participant headcount to Pelican State Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cohen & Steers Capital Management, Inc. 401(k) Employee Savings & Profit Sharing Plan in NY (358 participants, $156M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 720498240.

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.