Defined Benefit (Pension) · DOL Form 5500 · 2024

Y-12 Federal Credit Union Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
326
Participants Below avg headcount
87th
Percentile by assets National rank
$202,204
Avg per participant Above avg balance/head
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Official DOL plan name: Y-12 Federal Credit Union Cash Balance Retirement Pension Plan · Sponsored by Y-12 Federal Credit Union · Tennessee · Finance & Insurance

$66M in assets, 326 participants

Y-12 Federal Credit Union's Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported $66M in total assets and 326 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #6,837 in Finance & Insurance (8,549 peers)

Coverage in Tennessee

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan covers 326 participants in Tennessee, about 29% of the average Tennessee filer (state average ~1,126 per filing). Assets: $66M.

#6,837
in Finance & Insurance (8,549 peers)
+10.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets

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

$65,918,393 Top 13% higher than 87% 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

Y-12 Federal Credit Union Cash Balance Retirement Pension 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. Y-12 Federal Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (326 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Y-12 Federal Credit Union Cash Balance Retirement Pension Plan end-of-year assets rose from $60M in the plan year 2023 filing to $66M in the plan year 2024 filing.
  • Y-12 Federal Credit Union Cash Balance Retirement Pension Plan reported participants rose from 317 in the plan year 2023 filing to 326 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620473619 · Y-12 Federal Credit Union PY 2024 · Defined Benefit (Pension)

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan · $66M · 326 · 87th

  • PCT $66M
  • PCT 326
  • PCT 87th
  • PCT Defined Benefit (Pension)
  • PCT near Retirement Plan for Employees of King Kullen
  • PCT ind #6837

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 →

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood

Major League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$66MThomas Steel Strip Corp. Pension PlanThomas Steel Strip Corp. Pen…$66MIowa Ironworkers Heavy Highway Defined Benefit Pension PlanIowa Ironworkers Heavy Highw…$66MY-12 Federal Credit Union Cash Balance Retirement Pension PlanY-12 Federal Credit Union Ca…$66MRetirement Plan for Employees of King KullenRetirement Plan for Employee…$66M
End-of-year total assets ($M) among Y-12 Federal Credit Union Cash Balance Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$66M
Net Income$6M
Employer EIN620473619
Plan Effective Date1976-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Y-12 Federal Credit Union)

Sponsor-wide plan assets over time

All Y-12 Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$106M 35.495516531043826% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $78.3M $106M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 620 $78M
2023 2 664 $94M
2024 2 674 $106M

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Y-12 Federal Credit Union Cash Balance Retirement Pension Plan, Total assets ($B): 0.065918393 · Participants: 326Y-12 Federal Credit Union Cash Balance Retirement Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.858555454 · Participants: 125941Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.18942151 · Participants: 20795Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.839667916 · Participants: 3134Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.400126032 · Participants: 6357Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 1.97251328 · Participants: 2516Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Y-12 Federal Credit Union Cash Balance Retirement Pension Plan side-by-side with 3 peers →

Y-12 Federal Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of King Kullen in NY ($66M); by covered participants it is Eecu Employees Pension Plan in TX (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Y-12 Federal Credit Union Cash Balance Retirement Pension Plan assets move in 2024? ▼
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan grew at a solid clip - up 10.1% during 2024, from $60M to $66M. Reported net income was $6M.
How have Y-12 Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Y-12 Federal Credit Union's sponsor-wide assets grew 35.5%, from $78M to $106M.
Where does Y-12 Federal Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Y-12 Federal Credit Union Cash Balance Retirement Pension Plan ranks in the 87th 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 Y-12 Federal Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of King Kullen in NY ($66M, 92 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Y-12 Federal Credit Union Cash Balance Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Eecu Employees Pension Plan in TX (326 participants, $80M 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 620473619.

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.