Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$16.8M
Filings through .
Ouachita Valley Federal Credit Union
EIN 72-0568100bankingLatest filing 2025
Plans
2
Retirement
2
$19.1M assets
Health & Benefits
0
Participants
193
PO DRAWER 1477 - WEST MONROE, LA 71294318-387-4592ouachitavalleyfcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.1M assets / 193 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
OUACHITA VALLEY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$16.8M
Participants75
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
OUACHITA VALLEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$2.3M
Participants118
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | OUACHITA VALLEY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $16.8M | 75 | 2025 |
| #003 | OUACHITA VALLEY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $2.3M | 118 | 2025 |
- #002 · Traditional DB · 202575
- #003 · 401(k) · 2025118
Retirement plans