401(k) · DOL Form 5500 · 2024
Liberty Federal Credit Union 401(k) Plan
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 639
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $77,992
- Avg per participant Below avg balance/head
Official DOL plan name: Liberty Federal Credit Union 401(k) Plan and Trust · Sponsored by Liberty Federal Credit Union · Indiana · Finance & Insurance
$50M in assets, 639 participants
Liberty Federal Credit Union's Liberty Federal Credit Union 401(k) Plan and Trust reported $50M in total assets and 639 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #6,444 in Finance & Insurance (8,549 peers)
Where Liberty Federal Credit Union 401(k) Plan and Trust sits by assets
Liberty Federal Credit Union 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $50M for 639 participants (~$77,992/participant), up 16.9% in 2024.
- #6,444
- in Finance & Insurance (8,549 peers)
- +16.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Liberty Federal Credit Union 401(k) Plan and Trust's outsized position by total assets
Liberty Federal Credit Union 401(k) Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$49,837,116 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Liberty Federal Credit Union 401(k) 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. Liberty Federal Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (639 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Liberty Federal Credit Union 401(k) Plan and Trust end-of-year assets rose from $43M in the plan year 2023 filing to $50M in the plan year 2024 filing.
- Liberty Federal Credit Union 401(k) Plan and Trust reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Liberty Federal Credit Union 401(k) Plan and Trust reported participants rose from 605 in the plan year 2023 filing to 639 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 350885388 · Liberty Federal Credit Union PY 2024 · 401(k)
Liberty Federal Credit Union 401(k) Plan and Trust · $50M · 639 · 84th
- 5500 $50M
- 5500 639
- 5500 84th
- 5500 401(k)
- 5500 near Twelve Points Pooled Employer Plan
- 5500 ind #6444
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 Indiana →
Liberty Federal Credit Union 401(k) Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $50M |
| Net Income | $7M |
| Employer EIN | 350885388 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Liberty Federal Credit Union)
Sponsor-wide plan assets over time
All Liberty Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 44.6906757343963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 582 | $34M |
| 2023 | 1 | 605 | $43M |
| 2024 | 1 | 639 | $50M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Liberty Federal Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Twelve Points Pooled Employer Plan in CA ($50M); by covered participants it is Sprague Retirement Plan in NH (639 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
- Twelve Points Pooled Employer Plan (CA) $50M · 1,122
- Evergreen Devco, Inc. Profit Sharing 401(k) Plan (AZ) $50M · 73
- Superior Beverage Group 401(k) Retirement Savings Plan (OH) $50M · 551
- Sault Tribe 401 (K) Plan (MI) $50M · 1,188
Similar participant headcount
Nearest other-state filings by covered participants (639 participants); asset peers above are excluded.
- Sprague Retirement Plan (NH) 639 · 0 off
- Step One Automotive Group LLC 401(k) Plan (FL) 639 · 0 off
- Coen Oil Company 401(k) Plan (PA) 639 · 0 off
- Gold Star Foods 401(k) Retirement Savings Plan (CA) 639 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.