Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

FAMILY TRUST FEDERAL CREDIT UNION

This Defined Benefit (Pension) plan holds N/A in total assets and serves 95 participants as of 2022. It is sponsored by FAMILY TRUST FEDERAL CREDIT UNION in South Carolina. The plan reported a net loss of $9M for the year.

Total Assets (2023)
N/A
Participants
95
Industry
Finance & Insurance

What the Filing Says About FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by FAMILY TRUST FEDERAL CREDIT UNION, headquartered in South Carolina. As of the 2022 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 95 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 570400781, and the plan has been effective since 1966-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $13M at the beginning of 2022 to N/A at year-end. Net assets (after liabilities) closed the year at N/A, with reported net income of $-9,421,740 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)N/A
Net Assets (End of Year)N/A
Net Income$-9,421,740
Plan TypeDefined Benefit (Pension)
Employer EIN570400781
Plan Effective Date1966-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (FAMILY TRUST FEDERAL CREDIT UNION)

Year Plans Participants Total Assets
2022 2 240 $15M
2023 1 137 $15M
2024 1 117 $16M

Nearby Defined Benefit (Pension) Plans in South Carolina

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

Frequently Asked Questions

How much money is in the FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN?
As of the 2022 Form 5500 filing, FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN holds N/A in total assets with 95 participants. It is sponsored by FAMILY TRUST FEDERAL CREDIT UNION.
What type of plan is FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN?
FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1966-01-01. The plan is filed with the U.S. Department of Labor under EIN 570400781.
Who sponsors the FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN?
FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN is sponsored by FAMILY TRUST FEDERAL CREDIT UNION, located in South Carolina. The sponsor's EIN is 570400781 and the plan operates in the Finance & Insurance industry.
How did FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN perform in 2022?
FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN held N/A in total assets at the end of 2022. Net income was $-9,421,740.
Where can I find official filings for FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN?
Official Form 5500 filings for FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 570400781 or plan name at efast.dol.gov.
How does FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN compare to other plans?
You can compare FAMILY TRUST FEDERAL CREDIT UNION RETIREMENT PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in South Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 570400781.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.