Defined Benefit (Pension) · DOL Form 5500 · 2024

Avadian Credit Union Pension Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
92
Participants Small participant base
80th
Percentile by assets National rank
$396,230
Avg per participant High balance/head
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Official DOL plan name: Avadian Credit Union Defined Benefit Plan · Sponsored by Avadian Credit Union · Alabama · Finance & Insurance

$36M in assets, 92 participants

Avadian Credit Union's Avadian Credit Union Defined Benefit Plan reported $36M in total assets and 92 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,899 in Finance & Insurance (8,549 peers)

Where Avadian Credit Union Defined Benefit Plan sits by assets

Avadian Credit Union Defined Benefit Plan sits in the top quartile of all filed plans by assets, $36M for 92 participants (~$396,230/participant), up 4.8% in 2024.

#5,899
in Finance & Insurance (8,549 peers)
+4.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Avadian Credit Union Defined Benefit Plan's outsized position by total assets

Avadian Credit Union Defined Benefit Plan vs every filed plan by assets

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

$36,453,122 Top 20% higher than 80% 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

Avadian Credit Union Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avadian Credit Union Defined Benefit Plan is a small filing (92 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Avadian Credit Union Defined Benefit Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Avadian Credit Union Defined Benefit Plan reported participants fell from 100 in the plan year 2023 filing to 92 in the plan year 2024 filing.
  • Avadian Credit Union Defined Benefit Plan end-of-year assets rose from $35M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630207315 · Avadian Credit Union PY 2024 · Defined Benefit (Pension)

Avadian Credit Union Defined Benefit Plan · $36M · 92 · 80th

  • 5500 $36M
  • 5500 92
  • 5500 80th
  • 5500 Defined Benefit (Pension)
  • 5500 near The Stebbins Engineering and Manufacturing Company Retirement Plan
  • 5500 ind #5899

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 →

Avadian Credit Union Defined Benefit Plan in the asset neighbourhood

Cotton Incorporated Pension PlanCotton Incorporated Pension …$37MRestated Salaried Retirement PlanRestated Salaried Retirement…$37MPension Plan for Officers & Professional Staff of Intl Longshore & Warehouse UnionPension Plan for Officers & …$36MAvadian Credit Union Defined Benefit PlanAvadian Credit Union Defined…$36MThe Stebbins Engineering and Manufacturing Company Retirement PlanThe Stebbins Engineering and…$36M
End-of-year total assets ($M) among Avadian Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$2M
Employer EIN630207315
Plan Effective Date1953-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Avadian Credit Union)

Sponsor-wide plan assets over time

All Avadian Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 25.399745556796262% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $49.5M $62.1M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 361 $50M
2023 2 359 $57M
2024 2 359 $62M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Avadian Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Avadian Credit Union Defined Benefit Plan, Total assets ($B): 0.036453122 · Participants: 92Avadian Credit Union 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
Avadian Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Avadian Credit Union Defined Benefit Plan side-by-side with 3 peers →

Avadian Credit Union 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 The Stebbins Engineering and Manufacturing Company Retirement Plan in NY ($36M); by covered participants it is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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 Avadian Credit Union Defined Benefit Plan assets move in 2024? ▼
Avadian Credit Union Defined Benefit Plan edged up modestly - up 4.8% during 2024, from $35M to $36M. Reported net income was $2M.
How have Avadian Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Avadian Credit Union's sponsor-wide assets grew 25.4%, from $50M to $62M.
Where does Avadian Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Avadian Credit Union Defined Benefit Plan ranks in the 80th 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 Avadian Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Stebbins Engineering and Manufacturing Company Retirement Plan in NY ($36M, 60 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Avadian Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Link-Belt Construction Equipment Company Employees' Retirement Plan in KY (92 participants, $216M 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 630207315.

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.