401(k) · DOL Form 5500 · 2024

Neighbors Credit Union 401(k) Plan

Data updated 2026-08-11

$9M
Total assets
129
Participants
54th
Percentile by assets
$71,269
Avg per participant
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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.

  • 54th percentile by assets (of 123,622 plans)
  • #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.

$9M
total plan assets (2024 EOY)
129
covered participants
54th
percentile by assets (of 123,622 plans)
$71,269
avg assets per participant

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.

Where Neighbors Credit Union 401 (K) Plan and Trust sits by total assets

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 $2,010,000,000 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

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 →

State
Missouri
Industry
Finance & Insurance

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Neighbors Credit Union 401 (K) Plan and Trust reports 129 participants - about 18% of that state average ($9M EOY assets).

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)

$8M$8.5M$9M$9.5M 202220232024 $8.5M $9.19M ▲ +8.1%
Total plan assets by year, all Neighbors Credit Union plans on file
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 ($B) Participants Neighbors Credit Uni…, Total assets ($B): 0.00919376 · Participants: 129Neighbors Credit Uni…Edward D. Jones & Co…, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co…Bayer Corporation Sa…, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Sa…Emerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings …, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings …Centene Management C…, Total assets ($B): 4.716699086 · Participants: 53760Centene Management C…
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 … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Neighbors Credit Union 401 (K) Plan and Trust by total assets, not by location.

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).

Next read for Neighbors Credit Union 401 (K) Plan and …

Filing takeaways

Ways to act on Neighbors Credit Union 401 (K) Plan and Trust's numbers.

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.