Defined Benefit (Pension) · DOL Form 5500 · 2024
Keesler Federal Credit Union Pension Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 169
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $120,021
- Avg per participant Near avg balance/head
Official DOL plan name: Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Keesler Federal Credit Union · Mississippi · Finance & Insurance
$20M in assets, 169 participants
Keesler Federal Credit Union's Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $20M in total assets and 169 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.
- #4,758 in Finance & Insurance (8,549 peers)
Coverage in Mississippi
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust covers 169 participants in Mississippi, about 46% of the average Mississippi filer (state average ~366 per filing). Assets: $20M.
- #4,758
- in Finance & Insurance (8,549 peers)
- -4.0%
- assets change YoY
The plan reported a net loss of $847K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,283,565 Top 29% higher than 71% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Keesler Federal Credit Union Cash Balance 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. Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (169 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$1M in the plan year 2023 filing to -$847K in the plan year 2024 filing.
- Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 191 in the plan year 2023 filing to 169 in the plan year 2024 filing.
- Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $21M in the plan year 2023 filing to $20M in the plan year 2024 filing.
DOL schedule card
Filing strip 640302297 · Keesler Federal Credit Union PY 2024 · Defined Benefit (Pension)
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $20M · 169 · 71st
- SCH $20M
- EBSA 169
- PART 71st
- TYPE Defined Benefit (Pension)
- NET near Arvos Ljungstrom LLC Pension Plan for Hourly Employees
- BOOK ind #4758
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 Mississippi →
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Mississippi filing particulars
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$847K |
| Employer EIN | 640302297 |
| Plan Effective Date | 1962-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Keesler Federal Credit Union)
Sponsor-wide plan assets over time
All Keesler Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 26.007919724452872% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 933 | $47M |
| 2023 | 2 | 989 | $53M |
| 2024 | 2 | 962 | $59M |
Nearby Defined Benefit (Pension) Plans in Mississippi
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Hancock Whitney Corporation Pension Plan $735M · 1,627
- Sfb Casualty Ins Co Retirement Plan $446M · 1,529
- Cadence Retirement Plan and Trust Agreement $341M · 5,242
- Southern Farm Bureau Life Insurance Company Retirement Plan $222M · 628
- Pension Plan for Employees of Central Service Association $187M · 473
Keesler Federal Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Mississippi, the nearest Defined Benefit (Pension) by assets is Arvos Ljungstrom LLC Pension Plan for Hourly Employees in NY ($20M); by covered participants it is Municipal Employees Credit Union of Baltimore Defined Benefit Plan in MD (169 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (169 participants); asset peers above are excluded.
- Municipal Employees Credit Union of Baltimore Defined Benefit Plan (MD) 169 · 0 off
- Family Security Credit Union Cash Balance Non-Integrated Defined Benefit Plan (AL) 169 · 0 off
- Weil, Gotshal & Manges Partners' Variable Annuity Plan (NY) 169 · 0 off
- Bethpage Federal Credit Union Pension Plan (NY) 169 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.