Plan Ledger DOL Form 5500 · updated monthly

Barksdale Federal Credit Union401(k)

BARKSDALE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST · BOSSIER CITY, LA · plan year 2025

Reported admin expense ratio · 2025
0.20%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Barksdale Federal Credit Union reported $72,170 in plan administrative expenses for 2025: 0.20% of average plan assets, below the peer median. Employer contributions averaged $3,297 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.34% to 0.20%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other finance & insurance employers. By assets it is the 165th-largest of 884 plans among Louisiana employers on file, and the 2,081st of 4,798 in finance & insurance. In 2025, the employer put in $1.01 for every $1.00 employees contributed themselves; active participation has grown from 447 to 500 since 2022.

Plan summary
Net assets, end of year$37,208,242
Participants with balances505
Active participants500
Employer contributions$1,648,647
Employee contributions$1,625,644
Employer contribution per active participant$3,297
Average account balance$73,680
Benefits paid to participants$4,682,381
Plan auditUnmodified (clean) audit opinion
AuditorHEARD, MCELROY AND VESTAL, LLC
Plan history4
Yearassets · accounts · employer contribution
2025$37.2M · 505 accts · $1.6M emplr
2024$33.8M · 510 accts · $1.5M emplr
2023$30.5M · 350 accts · $1.2M emplr
2022$26.5M · 403 accts · $1.0M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$72,170
Total administrative$72,170
The Barksdale Federal Credit Union 401(k) match · 2025
Employer contribution per active participant$3,297
Median for plans this size$2,666
2025$3,297 per active participant
2024$2,540 per active participant
2023$2,886 per active participant
2022$2,285 per active participant

Barksdale Federal Credit Union's 2025 employer contribution ran above the $2,666 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
PENTEGRA SERIVCES INC · Contract administrator$21,592

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history4
2025$72,170 · 0.20%
2024$67,303 · 0.21%
2023$86,033 · 0.30%
2022$94,305 · 0.34%
Same employer
Similar plansFinance & Insurance · Louisiana
Lammico LA$48.9M · 0.16%
Gray & Company, Inc. LA$47.4M · 0.02%
Amerisafe, Inc. LA$44.8M · 0.18%
Fidelity Bank LA$39.3M · 0.05%
Red River Bancshares, Inc. LA$36.9M · 0.08%
Gmfs, LLC LA$32.4M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720475038 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.