401(k) · DOL Form 5500 · 2024

Neighbors Credit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
129
Participants Small participant base
54th
Percentile by assets National rank
$71,269
Avg per participant Below avg balance/head
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Official DOL plan name: Neighbors Credit Union 401 (K) Plan and Trust · Sponsored by Neighbors Credit Union · Missouri · Finance & Insurance

$9M in assets, 129 participants

Neighbors Credit Union's Neighbors Credit Union 401 (K) Plan and Trust reported $9M in total assets and 129 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,241 in Finance & Insurance (8,549 peers)

Coverage in Missouri

Neighbors Credit Union 401 (K) Plan and Trust covers 129 participants in Missouri, about 18% of the average Missouri filer (state average ~737 per filing). Assets: $9M.

#3,241
in Finance & Insurance (8,549 peers)
-1.2%
assets change YoY

The plan reported a net loss of $108K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Neighbors Credit Union 401 (K) Plan and Trust vs every filed plan by assets

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

$9,193,760 Top 46% higher than 54% 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

Neighbors Credit Union 401 (K) 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. Neighbors Credit Union 401 (K) Plan and Trust sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Neighbors Credit Union 401 (K) Plan and Trust reported net income fell from $805K in the plan year 2023 filing to -$108K in the plan year 2024 filing.
  • Neighbors Credit Union 401 (K) Plan and Trust reported participants fell from 135 in the plan year 2023 filing to 129 in the plan year 2024 filing.
  • Neighbors Credit Union 401 (K) Plan and Trust end-of-year assets fell from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 430496315 · Neighbors Credit Union PY 2024 · 401(k)

Neighbors Credit Union 401 (K) Plan and Trust · $9M · 129 · 54th

  • IND $9M
  • EOY 129
  • 5500 54th
  • ASSETS 401(k)
  • PCT near Key Lakes Savings Plan for Represented Employees
  • EIN ind #3241

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 Missouri →

Neighbors Credit Union 401 (K) Plan and Trust in the asset neighbourhood

Neighbors Credit Union 401 (K) Plan and TrustNeighbors Credit Union 401 (…$9MKey Lakes Savings Plan for Represented EmployeesKey Lakes Savings Plan for R…$9MT.C. Craighead & Company Profit Sharing PlanT.C. Craighead & Company Pro…$9MCrowdstreet, Inc. 401(k) Plan$9MSmoc 401(k) Profit Sharing PlanSmoc 401(k) Profit Sharing P…$9M
End-of-year total assets ($M) among Neighbors Credit Union 401 (K) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income-$108K
Employer EIN430496315
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Neighbors Credit Union)

Sponsor-wide plan assets over time

All Neighbors Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 8.206552563876075% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M 202220232024 $8.5M $9.19M ▲ +8.1%
Year Plans Participants Total Assets
2022 1 146 $8M
2023 1 135 $9M
2024 1 129 $9M

Nearby 401(k) Plans in Missouri

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

Neighbors Credit Union 401 (K) Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Neighbors Credit Union 401 (K) Plan and Trust, Total assets ($B): 0.00919376 · Participants: 129Neighbors Credit Union 401 (K) Plan and TrustEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Neighbors Credit Union 401 (K) Plan and Trust vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Neighbors Credit Union 401 (K) Plan and Trust side-by-side with 3 peers →

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

Outside Missouri, the nearest 401(k) by assets is Key Lakes Savings Plan for Represented Employees in PA ($9M); by covered participants it is Howard's Appliances 401(k) Plan in CA (129 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Neighbors Credit Union 401 (K) Plan and Trust assets move in 2024? ▼
Neighbors Credit Union 401 (K) Plan and Trust edged down modestly - down 1.2% during 2024, from $9M to $9M. Reported net income was -$108K.
How have Neighbors Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Neighbors Credit Union's sponsor-wide assets grew 8.2%, from $8M to $9M.
Which 401(k) plans are similar in size to Neighbors Credit Union 401 (K) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Key Lakes Savings Plan for Represented Employees in PA ($9M, 180 participants).
Which 401(k) plans cover a similar participant headcount to Neighbors Credit Union 401 (K) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard's Appliances 401(k) Plan in CA (129 participants, $1M 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 430496315.

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.