Defined Benefit (Pension) · DOL Form 5500 · 2024
Southeast Financial Credit Union Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $101,456
- Avg per participant Below avg balance/head
Official DOL plan name: Southeast Financial Credit Union Defined Benefit Plan and Trust · Sponsored by Southeast Financial Credit Union · Tennessee · Finance & Insurance
$11M in assets, 108 participants
Southeast Financial Credit Union's Southeast Financial Credit Union Defined Benefit Plan and Trust reported $11M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,555 in Finance & Insurance (8,549 peers)
Coverage in Tennessee
Southeast Financial Credit Union Defined Benefit Plan and Trust covers 108 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $11M.
- #3,555
- in Finance & Insurance (8,549 peers)
- +7.2%
- assets growth YoY
Southeast Financial Credit Union Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Southeast Financial Credit Union Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,957,221 Top 42% higher than 58% 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
Southeast Financial Credit Union 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. Southeast Financial Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (108 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southeast Financial Credit Union Defined Benefit Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $733K in the plan year 2024 filing.
- Southeast Financial Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 620382058 · Southeast Financial Credit Union PY 2024 · Defined Benefit (Pension)
Southeast Financial Credit Union Defined Benefit Plan and Trust · $11M · 108 · 58th
- PART $11M
- TYPE 108
- NET 58th
- BOOK Defined Benefit (Pension)
- VS-ST near Pension Plan for Hollister-Whitney Elevator Corporation Union Employees
- BOY ind #3555
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 Tennessee →
Southeast Financial Credit Union Defined Benefit Plan and Trust in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $733K |
| Employer EIN | 620382058 |
| Plan Effective Date | 1979-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeast Financial Credit Union)
Sponsor-wide plan assets over time
All Southeast Financial Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $27M 21.19435435727969% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 222 | $22M |
| 2023 | 2 | 219 | $25M |
| 2024 | 2 | 224 | $27M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
Southeast Financial Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Pension Plan for Hollister-Whitney Elevator Corporation Union Employees in IL ($11M); by covered participants it is Nortek Retirement Plan in WI (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Pension Plan for Hollister-Whitney Elevator Corporation Union Employees (IL) $11M · 175
- National Elevator Industry Fund Office Employees Defined Benefit Pension Plan (PA) $11M · 105
- Azdel, Inc. Retirement Plan (VA) $11M · 31
- Retirement Plan for Hourly Employees Lehigh Cement Company LP (TX) $11M · 84
Similar participant headcount
Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.
- Nortek Retirement Plan (WI) 108 · 0 off
- Kennedy Valve Factory Employees Pension Plan (AL) 108 · 0 off
- Michigan Milk Producers Association Pension Plan (MI) 108 · 0 off
- Kraton Polymers US, LLC Pension Plan (TX) 108 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.