401(k) · DOL Form 5500 · 2024

Listerhill Credit Union 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
284
Participants Below avg headcount
66th
Percentile by assets National rank
$57,369
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Listerhill Credit Union 401(k) Plan · Sponsored by Listerhill Credit Union · Alabama · Finance & Insurance

$16M in assets, 284 participants

Listerhill Credit Union's Listerhill Credit Union 401(k) Plan reported $16M in total assets and 284 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,312 in Finance & Insurance (8,549 peers)

Listerhill Credit Union multi-year trail

Listerhill Credit Union's plans moved +17.7% in assets from 2022 to 2024; this filing shows Listerhill Credit Union 401(k) Plan at $16M / 284 participants.

#4,312
in Finance & Insurance (8,549 peers)
+16.1%
assets growth YoY

Listerhill Credit Union 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Listerhill Credit Union 401(k) Plan vs every filed plan by assets

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

$16,292,751 Top 34% higher than 66% 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

Listerhill Credit Union 401(k) 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. Listerhill Credit Union 401(k) Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Listerhill Credit Union 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Listerhill Credit Union 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Listerhill Credit Union 401(k) Plan reported participants rose from 266 in the plan year 2023 filing to 284 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 630333902 · Listerhill Credit Union PY 2024 · 401(k)

Listerhill Credit Union 401(k) Plan · $16M · 284 · 66th

  • ASSETS $16M
  • PCT 284
  • EIN 66th
  • RANK 401(k)
  • PHOTO near McDonald's Wholesale LLC 401(k) Plan
  • IND ind #4312

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 →

Listerhill Credit Union 401(k) Plan in the asset neighbourhood

Listerhill Credit Union 401(k) PlanListerhill Credit Union 401(…$16MMcDonald's Wholesale LLC 401(k) PlanMcDonald's Wholesale LLC 401…$16MMicrometl Corporation 401(k) PlanMicrometl Corporation 401(k)…$16MMaine Savings Federal Credit Union 401(k) Plan and TrustMaine Savings Federal Credit…$16MFirst State Bank Employee Savings PlanFirst State Bank Employee Sa…$16M
End-of-year total assets ($M) among Listerhill Credit Union 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Listerhill Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Listerhill Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$42M 17.6582088576482% vs 2022
2024 filing year
$34M$36M$38M$40M$42M$44M 202220232024 $35.9M $42.3M ▲ +17.7%
Year Plans Participants Total Assets
2022 2 241 $36M
2023 2 500 $40M
2024 2 528 $42M

Listerhill Credit Union filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN630333902
Plan Effective Date2022-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Listerhill Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Listerhill Credit Union 401(k) Plan, Total assets ($B): 0.016292751 · Participants: 284Listerhill Credit Union 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Listerhill Credit Union 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Listerhill Credit Union 401(k) Plan side-by-side with 3 peers →

Listerhill Credit Union 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is McDonald's Wholesale LLC 401(k) Plan in OR ($16M); by covered participants it is Crown/Loyal 401(k) Plan in NH (284 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Listerhill Credit Union 401(k) Plan assets move in 2024? ▼
Listerhill Credit Union 401(k) Plan grew sharply - up 16.1% during 2024, from $14M to $16M. Reported net income was $2M.
How have Listerhill Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Listerhill Credit Union's sponsor-wide assets grew 17.7%, from $36M to $42M.
Which 401(k) plans are similar in size to Listerhill Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is McDonald's Wholesale LLC 401(k) Plan in OR ($16M, 203 participants).
Which 401(k) plans cover a similar participant headcount to Listerhill Credit Union 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Crown/Loyal 401(k) Plan in NH (284 participants, $16M 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 630333902.

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.