Defined Benefit (Pension) · DOL Form 5500 · 2024

Family Security Credit Union Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
169
Participants Small participant base
75th
Percentile by assets National rank
$152,074
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan · Sponsored by Family Security Credit Union · Alabama · Finance & Insurance

$26M in assets, 169 participants

Family Security Credit Union's Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan reported $26M in total assets and 169 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.

  • #5,240 in Finance & Insurance (8,549 peers)

Coverage in Alabama

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan covers 169 participants in Alabama, about 47% of the average Alabama filer (state average ~360 per filing). Assets: $26M.

#5,240
in Finance & Insurance (8,549 peers)
+6.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan's outsized position by total assets

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan vs every filed plan by assets

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

$25,700,533 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

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit 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. Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan sits mid-pack in the medium band (169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan reported participants rose from 152 in the plan year 2023 filing to 169 in the plan year 2024 filing.
  • Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 630757453 · Family Security Credit Union PY 2024 · Defined Benefit (Pension)

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan · $26M · 169 · 75th

  • PHOTO $26M
  • PHOTO 169
  • PHOTO 75th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Greene, Tweed & Co., Inc. Pension Plan
  • PHOTO ind #5240

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 →

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan in the asset neighbourhood

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit PlanFamily Security Credit Union…$26MGreene, Tweed & Co., Inc. Pension PlanGreene, Tweed & Co., Inc. Pe…$26MHowmet Corporation Muskegon County Operations Hrly Pension PlanHowmet Corporation Muskegon …$26MThe Defined Benefit Plan of Adams Community BankThe Defined Benefit Plan of …$26MHouston Livestock Show and Rodeo Retirement Plan and Trust AgreementHouston Livestock Show and R…$26M
End-of-year total assets ($M) among Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$26M
Net Income$2M
Employer EIN630757453
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Family Security Credit Union)

Sponsor-wide plan assets over time

All Family Security Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$39M 31.335874183927576% vs 2022
2024 filing year
$25M$30M$35M$40M$45M 202220232024 $29.8M $39.2M ▲ +31.3%
Year Plans Participants Total Assets
2022 2 319 $30M
2023 2 302 $37M
2024 2 341 $39M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.5 Total assets ($B) Participants Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan, Total assets ($B): 0.025700533 · Participants: 169Family Security Credit Union Cash Balance Non-Integrated Defined Benefit PlanRegions 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
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan side-by-side with 3 peers →

Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Greene, Tweed & Co., Inc. Pension Plan in PA ($26M); by covered participants it is Municipal Employees Credit Union of Baltimore Defined Benefit Plan in MD (169 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (169 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 Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan assets move in 2024? ▼
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan grew at a solid clip - up 6.3% during 2024, from $24M to $26M. Reported net income was $2M.
How have Family Security Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Family Security Credit Union's sponsor-wide assets grew 31.3%, from $30M to $39M.
Where does Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Family Security Credit Union Cash Balance Non-Integrated Defined Benefit 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 Defined Benefit (Pension) plans are similar in size to Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Greene, Tweed & Co., Inc. Pension Plan in PA ($26M, 41 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Municipal Employees Credit Union of Baltimore Defined Benefit Plan in MD (169 participants, $49M 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 630757453.

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.