Defined Benefit (Pension) · DOL Form 5500 · 2024

Listerhill Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
244
Participants Below avg headcount
75th
Percentile by assets National rank
$106,487
Avg per participant Below avg balance/head
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Official DOL plan name: Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Listerhill Credit Union · Alabama · Finance & Insurance

$26M in assets, 244 participants

Listerhill Credit Union's Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported $26M in total assets and 244 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.

  • #5,260 in Finance & Insurance (8,549 peers)

Where Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 244 participants (~$106,487/participant), down 1.6% in 2024.

#5,260
in Finance & Insurance (8,549 peers)
-1.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $435K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Listerhill 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

$25,982,760 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

Listerhill 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. Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $2M in the plan year 2023 filing to -$435K in the plan year 2024 filing.
  • Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 234 in the plan year 2023 filing to 244 in the plan year 2024 filing.
  • Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $26M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630333902 · Listerhill Credit Union PY 2024 · Defined Benefit (Pension)

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust · $26M · 244 · 75th

  • SCH $26M
  • EBSA 244
  • PART 75th
  • TYPE Defined Benefit (Pension)
  • NET near Miner's, Inc. Defined Benefit Pension Plan
  • BOOK ind #5260

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 →

Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Pension Plan for Employees of Easter Seals, Inc.Pension Plan for Employees o…$26MListerhill Credit Union Cash Balance Defined Benefit Plan and TrustListerhill Credit Union Cash…$26MMiner's, Inc. Defined Benefit Pension PlanMiner's, Inc. Defined Benefi…$26MChicagoland Race Meet Operators and Local 134 I.B.E.W. Joint Pension TrustChicagoland Race Meet Operat…$26MAir Force Association Retirement Income PlanAir Force Association Retire…$26M
End-of-year total assets ($M) among Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$26M
Net Income-$435K
Employer EIN630333902
Plan Effective Date1962-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Listerhill Credit Union)

Sponsor-wide plan assets over time

All Listerhill Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.6582088576482% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.9M $42.3M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 241 $36M
2023 2 500 $40M
2024 2 528 $42M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Listerhill 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. 05001000150020002500 -0.500.511.5 Total assets ($B) Participants Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.02598276 · Participants: 244Listerhill 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
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Listerhill 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 Miner's, Inc. Defined Benefit Pension Plan in MN ($26M); by covered participants it is Valeo, Inc. Pension Plan in MI (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust edged down modestly - down 1.6% during 2024, from $26M to $26M. Reported net income was -$435K.
How have Listerhill Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Listerhill Credit Union's sponsor-wide assets grew 17.7%, from $36M to $42M.
Where does Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust 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 Defined Benefit (Pension) plans are similar in size to Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Miner's, Inc. Defined Benefit Pension Plan in MN ($26M, 656 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valeo, Inc. Pension Plan in MI (244 participants, $330M 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 630333902.

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.