Defined Benefit (Pension) · DOL Form 5500 · 2024

Neighbors Federal Credit Union Pension Plan

Data updated 2026-08-11

$68M
Total assets
207
Participants
87th
Percentile by assets
$327,763
Avg per participant
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Official DOL plan name: Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Neighbors Federal Credit Union · Louisiana · Finance & Insurance

$68M in assets, 207 participants

Neighbors Federal Credit Union's Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $68M in total assets and 207 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #6,869 in Finance & Insurance (8,549 peers)

Coverage in Louisiana

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust covers 207 participants in Louisiana, about 42% of the average Louisiana filer (state average ~495 per filing). Assets: $68M.

$68M
total plan assets (2024 EOY)
207
covered participants
87th
percentile by assets (of 123,622 plans)
$327,763
avg assets per participant

Where Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits by total assets

Neighbors Federal 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

$67,846,875 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $54M in the plan year 2023 filing to $68M in the plan year 2024 filing.
  • Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 217 in the plan year 2023 filing to 207 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Louisiana
Industry
Finance & Insurance

Participants vs Louisiana filers

In Louisiana, the average filing covers about 495 participants across 1,155 plans. Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust reports 207 participants - about 42% of that state average ($68M EOY assets).

Louisiana filing particulars

Total Assets (Beginning of Year)$54M
Net Assets (End of Year)$68M
Net Income$14M
Employer EIN720505488
Plan Effective Date1979-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors Federal Credit Union)

$60M$70M$80M$90M$100M 202220232024 $64.4M $88.1M ▲ +36.9%
Total plan assets by year, all Neighbors Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 2 403 $64M
2023 2 435 $72M
2024 2 414 $88M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Neighbors Federal Cr…, Total assets ($B): 0.067846875 · Participants: 207Neighbors Federal Cr…Lumen Combined Pensi…, Total assets ($B): 4.334697503 · Participants: 10043Lumen Combined Pensi…Entergy Corporation …, Total assets ($B): 1.77009689 · Participants: 6385Entergy Corporation …Entergy Corporation …, Total assets ($B): 1.587059648 · Participants: 783Entergy Corporation …Willis-Knighton Medi…, Total assets ($B): 1.194963253 · Participants: 6197Willis-Knighton Medi…Entergy Corporation …, Total assets ($B): 0.916099216 · Participants: 2317Entergy Corporation …
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Louisiana, assets vs. participants
Compare Neighbors Federal Credit Union Cash Bala… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust grew sharply - up 25.2% during 2024, from $54M to $68M. Reported net income was $14M.
How have Neighbors Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighbors Federal Credit Union's sponsor-wide assets grew 36.9%, from $64M to $88M.
Where does Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Income Plan for Bargaining Unit Employees of Datex-Ohmeda, Inc. in IL ($68M, 131 participants).

Next read for Neighbors Federal Credit Union Cash Bala…

Filing takeaways

Ways to act on Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust's numbers.

  • By total assets, Neighbors Federal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Louisiana. Compare plans
  • Neighbors Federal Credit Union's sponsor-wide assets have grown 36.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 720505488.

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.