Defined Benefit (Pension) · DOL Form 5500 · 2024

Alabama State Employees Credit Union Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
90
Participants Small participant base
55th
Percentile by assets National rank
$109,445
Avg per participant Below avg balance/head
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Official DOL plan name: Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Alabama State Employees Credit Union · Alabama · Finance & Insurance

$10M in assets, 90 participants

Alabama State Employees Credit Union's Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported $10M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #3,351 in Finance & Insurance (8,549 peers)

Alabama State Employees Credit Union multi-year trail

Alabama State Employees Credit Union's plans moved +17.1% in assets from 2022 to 2024; this filing shows Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust at $10M / 90 participants.

#3,351
in Finance & Insurance (8,549 peers)
+6.6%
assets growth YoY

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Alabama State Employees 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

$9,850,057 Top 45% higher than 55% 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

Alabama State Employees Credit Union Cash Balance Defined Benefit 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. Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $832K in the plan year 2023 filing to $608K in the plan year 2024 filing.
  • Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 91 in the plan year 2023 filing to 90 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630348156 · Alabama State Employees Credit Union PY 2024 · Defined Benefit (Pension)

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust · $10M · 90 · 55th

  • EIN $10M
  • RANK 90
  • PHOTO 55th
  • IND Defined Benefit (Pension)
  • EOY near United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan
  • 5500 ind #3351

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 →

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension PlanUnited Bancorp, Inc. of Mart…$10MAlabama State Employees Credit Union Cash Balance Defined Benefit Plan and TrustAlabama State Employees Cred…$10MWestinghouse Pension Plan for Newington BoilermakersWestinghouse Pension Plan fo…$10MAnderson-Tully Salaried Employees' Pension PlanAnderson-Tully Salaried Empl…$10MThe Okonite Company Orangeburg Hourly Employees Pension PlanThe Okonite Company Orangebu…$10M
End-of-year total assets ($M) among Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alabama State Employees Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Alabama State Employees Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$10M 17.12232934394396% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.41M $9.85M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 90 $8M
2023 1 91 $9M
2024 1 90 $10M

Alabama State Employees Credit Union filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$608K
Employer EIN630348156
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Alabama

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

Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.009850057 · Participants: 90Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and TrustRegions Financial Corporation Retirement Plan, Total assets ($B): 1.152174116 · Participants: 282Regions Financial Corporation Retirement PlanBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.711879241 · Participants: 1955Blue Cross and Blue Shield of Alabama Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.708134818 · Participants: 2240Regions Financial Corporation Retirement Plan for AssociatesRetail, Wholesale & Department Store International Union and Industry Pension Fund, Total assets ($B): 0.61892099 · Participants: 1556Retail, Wholesale & Department Store International Union and Industry Pension FundVulcan Materials Company Pension Plan, Total assets ($B): 0.471253992 · Participants: 740Vulcan Materials Company Pension Plan
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Alabama State Employees 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 United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH ($10M); by covered participants it is Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico in PR (90 participants). Same-state nearby plans are listed separately above.

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 Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 6.6% during 2024, from $9M to $10M. Reported net income was $608K.
How have Alabama State Employees Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama State Employees Credit Union's sponsor-wide assets grew 17.1%, from $8M to $10M.
Which Defined Benefit (Pension) plans are similar in size to Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH ($10M, 95 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plan De Pensiones De Beneficios Definidos Para La Cooperativa De Seguros De Vida De Puerto Rico in PR (90 participants, $19M 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 630348156.

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.