Defined Benefit (Pension) · DOL Form 5500 · 2024

Southern Energy Credit Union Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
123
Participants Small participant base
74th
Percentile by assets National rank
$200,134
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Apco Employees Credit Union Defined Benefit Plan and Trust · Sponsored by Southern Energy Credit Union · Alabama · Finance & Insurance

$25M in assets, 123 participants

Southern Energy Credit Union's Apco Employees Credit Union Defined Benefit Plan and Trust reported $25M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #5,142 in Finance & Insurance (8,549 peers)

Coverage in Alabama

Apco Employees Credit Union Defined Benefit Plan and Trust covers 123 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $25M.

#5,142
in Finance & Insurance (8,549 peers)
+7.9%
assets growth YoY

Apco Employees Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Apco Employees Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$24,616,542 Top 26% higher than 74% 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

Apco Employees 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. Apco Employees Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Apco Employees Credit Union Defined Benefit Plan and Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Apco Employees Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Apco Employees Credit Union Defined Benefit Plan and Trust reported participants rose from 115 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 630328360 · Southern Energy Credit Union PY 2024 · Defined Benefit (Pension)

Apco Employees Credit Union Defined Benefit Plan and Trust · $25M · 123 · 74th

  • 5500 $25M
  • 5500 123
  • 5500 74th
  • 5500 Defined Benefit (Pension)
  • 5500 near Duf6 Pension Plan for Grandfathered Employees
  • 5500 ind #5142

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 →

Apco Employees Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Apco Employees Credit Union Defined Benefit Plan and TrustApco Employees Credit Union …$25MDuf6 Pension Plan for Grandfathered EmployeesDuf6 Pension Plan for Grandf…$25MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$25MRetirement Plan for Employees of Durand Glass Mfg. Company, Inc.Retirement Plan for Employee…$25MDjh Services LLC Retirement PlanDjh Services LLC Retirement …$25M
End-of-year total assets ($M) among Apco Employees Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$2M
Employer EIN630328360
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Energy Credit Union)

Sponsor-wide plan assets over time

All Southern Energy Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 22.283155473776937% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.1M $24.6M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 118 $20M
2023 1 115 $23M
2024 1 123 $25M

Nearby Defined Benefit (Pension) Plans in Alabama

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

Apco Employees Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 -0.500.511.5 Total assets ($B) Participants Apco Employees Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.024616542 · Participants: 123Apco Employees Credit Union Defined Benefit Plan and TrustRegions 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
Apco Employees Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants
Compare Apco Employees Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Apco Employees Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Duf6 Pension Plan for Grandfathered Employees in KY ($25M); by covered participants it is Perishable Food Industry Pension Fund in NY (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Apco Employees Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
Apco Employees Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 7.9% during 2024, from $23M to $25M. Reported net income was $2M.
How have Southern Energy Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Energy Credit Union's sponsor-wide assets grew 22.3%, from $20M to $25M.
Which Defined Benefit (Pension) plans are similar in size to Apco Employees Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Duf6 Pension Plan for Grandfathered Employees in KY ($25M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Apco Employees Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Perishable Food Industry Pension Fund in NY (123 participants, $20M 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 630328360.

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.