Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

LA CAPITOL FEDERAL CREDIT UNION

This Defined Benefit (Pension) plan holds $124M in total assets and serves 143 participants as of 2024. It is sponsored by LA CAPITOL FEDERAL CREDIT UNION in Louisiana. The plan reported positive net income of $10M for the year.

Total Assets (2023)
$124M
Participants
143
State
Industry
Finance & Insurance

What the Filing Says About RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION

RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION is a Defined Benefit (Pension) retirement plan sponsored by LA CAPITOL FEDERAL CREDIT UNION, headquartered in Louisiana. As of the 2024 Form 5500 filing, the plan reports $124M in total end-of-year assets and covers 143 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 726020667, and the plan has been effective since 1972-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $114M at the beginning of 2024 to $124M at year-end — a gain of 9.0%. Net assets (after liabilities) closed the year at $124M, with reported net income of $10M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$114M
Total Assets (End of Year)$124M
Net Assets (End of Year)$124M
Net Income$10M
Plan TypeDefined Benefit (Pension)
Employer EIN726020667
Plan Effective Date1972-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (LA CAPITOL FEDERAL CREDIT UNION)

Year Plans Participants Total Assets
2022 2 286 $101M
2023 2 292 $118M
2024 2 307 $129M

Nearby Defined Benefit (Pension) Plans in Louisiana

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

Frequently Asked Questions

How much money is in the RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION?
As of the 2024 Form 5500 filing, RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION holds $124M in total assets with 143 participants. It is sponsored by LA CAPITOL FEDERAL CREDIT UNION.
What type of plan is RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION?
RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION is a Defined Benefit (Pension) plan. It has been effective since 1972-01-01. The plan is filed with the U.S. Department of Labor under EIN 726020667.
Who sponsors the RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION?
RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION is sponsored by LA CAPITOL FEDERAL CREDIT UNION, located in Louisiana. The sponsor's EIN is 726020667 and the plan operates in the Finance & Insurance industry.
How did RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION perform in 2024?
RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION grew by 9.0% during 2024, moving from $114M to $124M in total assets. Net income was $10M.
Where can I find official filings for RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION?
Official Form 5500 filings for RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 726020667 or plan name at efast.dol.gov.
How does RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION compare to other plans?
You can compare RETIREMENT PLAN FOR EMPLOYEES OF LA CAPITOL FEDERAL CREDIT UNION against other Defined Benefit (Pension) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 726020667.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.