Defined Benefit (Pension) · DOL Form 5500 · 2022

The People's Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
38
Participants Small participant base
70th
Percentile by assets National rank
$342,492
Avg per participant High balance/head
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Official DOL plan name: The People's Credit Union Defined Benefit Plan and Trust · Sponsored by The People's Credit Union · Rhode Island · Finance & Insurance

$13M in assets, 38 participants

The People's Credit Union's The People's Credit Union Defined Benefit Plan and Trust reported $13M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #5,003 in Finance & Insurance (9,261 peers)

The People's Credit Union multi-year trail

The People's Credit Union's plans moved +18.8% in assets from 2022 to 2024; this filing shows The People's Credit Union Defined Benefit Plan and Trust at $13M / 38 participants.

#5,003
in Finance & Insurance (9,261 peers)
-13.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The People's Credit Union Defined Benefit Plan and Trust's outsized position by total assets

The People's Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,014,707 Top 30% higher than 70% of 139,123 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 2022

The People's Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The People's Credit Union Defined Benefit Plan and Trust is a small filing (38 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 050198580 · The People's Credit Union PY 2022 · Defined Benefit (Pension)

The People's Credit Union Defined Benefit Plan and Trust · $13M · 38 · 70th

  • BOOK $13M
  • VS-ST 38
  • BOY 70th
  • SCH Defined Benefit (Pension)
  • EBSA near Syms Pension Plan
  • PART ind #5003

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 Rhode Island →

The People's Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Syms Pension Plan$13MLegal Aid Society of Nassau County, N.Y., Inc. Employees' Pension TrustLegal Aid Society of Nassau …$13MThe People's Credit Union Defined Benefit Plan and TrustThe People's Credit Union De…$13MAlfred Conhagen, Inc. Pension PlanAlfred Conhagen, Inc. Pensio…$13MRet Pl for Barg Unit Ees of Illinois Cement CoRet Pl for Barg Unit Ees of …$13M
End-of-year total assets ($M) among The People's Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

The People's Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All The People's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.798720519739387% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.8M $29.4M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 153 $25M
2023 2 151 $28M
2024 2 153 $29M

The People's Credit Union filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$2M
Employer EIN050198580
Plan Effective Date1962-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Rhode Island

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

The People's Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants The People's Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.013014707 · Participants: 38The People's Credit Union Defined Benefit Plan and TrustThe Bank of America Pension Plan, Total assets ($B): 18.835300915 · Participants: 59906The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 4.972448304 · Participants: 7702Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.658220492 · Participants: 3598Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.134460957 · Participants: 2995Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.727351006 · Participants: 2750Amica Pension Fund
The People's Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants

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

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Syms Pension Plan in NY ($13M); by covered participants it is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (38 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The People's Credit Union Defined Benefit Plan and Trust assets move in 2022?
The People's Credit Union Defined Benefit Plan and Trust pulled back noticeably - down 13.7% during 2022, from $15M to $13M. Reported net income was -$2M.
How have The People's Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), The People's Credit Union's sponsor-wide assets grew 18.8%, from $25M to $29M.
Which Defined Benefit (Pension) plans are similar in size to The People's Credit Union Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Syms Pension Plan in NY ($13M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The People's Credit Union Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Badger Mutual Insurance Company in WI (38 participants, $12M in assets).