Defined Benefit (Pension) · DOL Form 5500 · 2024

Ornl Federal Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
93
Participants Small participant base
73rd
Percentile by assets National rank
$255,365
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ornl Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Ornl Federal Credit Union · Tennessee · Finance & Insurance

$24M in assets, 93 participants

Ornl Federal Credit Union's Ornl Federal Credit Union Defined Benefit Plan and Trust reported $24M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,092 in Finance & Insurance (8,549 peers)

Ornl Federal Credit Union multi-year trail

Ornl Federal Credit Union's plans moved +30.5% in assets from 2022 to 2024; this filing shows Ornl Federal Credit Union Defined Benefit Plan and Trust at $24M / 93 participants.

#5,092
in Finance & Insurance (8,549 peers)
+5.7%
assets growth YoY

Ornl Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Ornl Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$23,748,974 Top 27% higher than 73% 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

Ornl Federal Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ornl Federal Credit Union Defined Benefit Plan and Trust is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ornl Federal Credit Union Defined Benefit Plan and Trust reported participants fell from 99 in the plan year 2023 filing to 93 in the plan year 2024 filing.
  • Ornl Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $22M in the plan year 2023 filing to $24M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 620476738 · Ornl Federal Credit Union PY 2024 · Defined Benefit (Pension)

Ornl Federal Credit Union Defined Benefit Plan and Trust · $24M · 93 · 73rd

  • TYPE $24M
  • TYPE 93
  • TYPE 73rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Lyons National Bank Pension Plan as a Member of the New York State Bankers Retirement System
  • TYPE ind #5092

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 →

Ornl Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Columbia College Chicago Pension PlanColumbia College Chicago Pen…$24MOrnl Federal Credit Union Defined Benefit Plan and TrustOrnl Federal Credit Union De…$24MLyons National Bank Pension Plan as a Member of the New York State Bankers Retirement SystemLyons National Bank Pension …$24MDinsmore & Shohl LLP Cash Balance PlanDinsmore & Shohl LLP Cash Ba…$24MRet. Plan for Emps. of American President Lines, LLC. Represented by the Prof. Ofc. & Ind. , Marine Engr. Beneficial Assn (AFL/CIO)Ret. Plan for Emps. of Ameri…$24M
End-of-year total assets ($M) among Ornl Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Ornl Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Ornl Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$62M 30.472557436322273% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $47.2M $61.6M ▲ +30.5%
Year Plans Participants Total Assets
2022 2 595 $47M
2023 2 578 $53M
2024 2 583 $62M

Ornl Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$1M
Employer EIN620476738
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Ornl Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Ornl Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.023748974 · Participants: 93Ornl Federal Credit Union Defined Benefit Plan and TrustFedex 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
Ornl Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Ornl Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Lyons National Bank Pension Plan as a Member of the New York State Bankers Retirement System in NY ($24M); by covered participants it is Louis Dreyfus Pension Plan in CT (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Ornl Federal Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
Ornl Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 5.7% during 2024, from $22M to $24M. Reported net income was $1M.
How have Ornl Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ornl Federal Credit Union's sponsor-wide assets grew 30.5%, from $47M to $62M.
Which Defined Benefit (Pension) plans are similar in size to Ornl Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Lyons National Bank Pension Plan as a Member of the New York State Bankers Retirement System in NY ($24M, 185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Ornl Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Louis Dreyfus Pension Plan in CT (93 participants, $82M 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 620476738.

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.