Defined Benefit (Pension) · DOL Form 5500 · 2022
New England Federal Credit Union Pension Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 46
- Participants Small participant base
- 81st
- Percentile by assets National rank
- $575,371
- Avg per participant High balance/head
Official DOL plan name: New England Federal Credit Union Defined Benefit Plan and Trust · Sponsored by New England Federal Credit Union · Vermont · Finance & Insurance
$26M in assets, 46 participants
New England Federal Credit Union's New England Federal Credit Union Defined Benefit Plan and Trust reported $26M in total assets and 46 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #6,459 in Finance & Insurance (9,261 peers)
Where New England Federal Credit Union Defined Benefit Plan and Trust sits by assets
New England Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $26M for 46 participants (~$575,371/participant), down 19.1% in 2022.
- #6,459
- in Finance & Insurance (9,261 peers)
- -19.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
New England Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets
New England Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$26,467,051 Top 19% higher than 81% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
New England Federal 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. New England Federal Credit Union Defined Benefit Plan and Trust is a small filing (46 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 030213411 · New England Federal Credit Union PY 2022 · Defined Benefit (Pension)
New England Federal Credit Union Defined Benefit Plan and Trust · $26M · 46 · 81st
- EIN $26M
- RANK 46
- PHOTO 81st
- IND Defined Benefit (Pension)
- EOY near Parr Instrument Company Retirement Plan
- 5500 ind #6459
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 Vermont →
New England Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | -$6M |
| Employer EIN | 030213411 |
| Plan Effective Date | 1971-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (New England Federal Credit Union)
Sponsor-wide plan assets over time
All New England Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $64M 56.08417523766433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 268 | $41M |
| 2023 | 2 | 279 | $47M |
| 2024 | 1 | 419 | $64M |
Nearby Defined Benefit (Pension) Plans in Vermont
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Life Group Pension Plan for Employees $310M · 856
- Employees' Retirement Plan of Green Mountain Power Corporation $137M · 284
- Central Vermont Medical Center Employees Pension Plan $125M · 403
- The Rutland Hospital, Inc. Ret. Income Plan $101M · 240
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont $61M · 354
New England Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Vermont, the nearest Defined Benefit (Pension) by assets is Parr Instrument Company Retirement Plan in IL ($26M); by covered participants it is Mcdermott Will & Emery Cash Balance Plan for Capital Partners in IL (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Parr Instrument Company Retirement Plan (IL) $26M · 90
- Simplot Pension Plan S (ID) $26M · 461
- The Pittsburgh Symphony, Inc. Pension Plan for Musicians (PA) $26M · 57
- Electralloy Salaried Employees Pension Plan (PA) $27M · 116
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Mcdermott Will & Emery Cash Balance Plan for Capital Partners (IL) 46 · 0 off
- Siu Rivers Pension Trust (MO) 46 · 0 off
- Mcwane Ductile - Utah Hourly Pension Plan (AL) 46 · 0 off
- Hydril Company Retirement Plan (TX) 46 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.