Defined Benefit (Pension) · DOL Form 5500 · 2022

Philadelphia Federal Credit Union Pension Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
238
Participants Below avg headcount
92nd
Percentile by assets National rank
$375,497
Avg per participant High balance/head
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Official DOL plan name: Philadelphia Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Philadelphia Federal Credit Union · Pennsylvania · Finance & Insurance

$89M in assets, 238 participants

Philadelphia Federal Credit Union's Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported $89M in total assets and 238 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,095 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Philadelphia Federal Credit Union Defined Benefit Plan and Trust covers 238 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $89M.

#8,095
in Finance & Insurance (9,261 peers)
-15.3%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Philadelphia Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Philadelphia 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

$89,368,326 Top 8% higher than 92% 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

Philadelphia Federal Credit Union Defined Benefit Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (238 participants).

Plan-year Form 5500 strip

Filing strip 231502500 · Philadelphia Federal Credit Union PY 2022 · Defined Benefit (Pension)

Philadelphia Federal Credit Union Defined Benefit Plan and Trust · $89M · 238 · 92nd

  • IND $89M
  • IND 238
  • IND 92nd
  • IND Defined Benefit (Pension)
  • IND near K & F Industries Retirement Plan for Salaried Employees
  • IND ind #8095

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 Pennsylvania →

Philadelphia Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Commerce Bancshares, Inc Restated Retirement PlanCommerce Bancshares, Inc Res…$89MPhiladelphia Federal Credit Union Defined Benefit Plan and TrustPhiladelphia Federal Credit …$89MK & F Industries Retirement Plan for Salaried EmployeesK & F Industries Retirement …$89MUnited Union of Roofers, Waterproofers and Allied Workers, Local No. 44 Pension PlanUnited Union of Roofers, Wat…$89MGeorgia Farm Bureau Mutual Insurance Company Retirement PlanGeorgia Farm Bureau Mutual I…$89M
End-of-year total assets ($M) among Philadelphia Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$105M
Net Assets (End of Year)$89M
Net Income-$16M
Employer EIN231502500
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Philadelphia Federal Credit Union)

Sponsor-wide plan assets over time

All Philadelphia Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$156M 23.820861576254117% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $126M $156M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 478 $126M
2023 2 502 $143M
2024 2 523 $156M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Philadelphia Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.089368326 · Participants: 238Philadelphia Federal Credit Union Defined Benefit Plan and TrustNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Philadelphia Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is K & F Industries Retirement Plan for Salaried Employees in OH ($89M); by covered participants it is Tree Top, Inc. Pension Plan in WA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 participants); asset peers above are excluded.

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 Philadelphia Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Philadelphia Federal Credit Union Defined Benefit Plan and Trust declined sharply - down 15.3% during 2022, from $105M to $89M. Reported net income was -$16M.
How have Philadelphia Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philadelphia Federal Credit Union's sponsor-wide assets grew 23.8%, from $126M to $156M.
Where does Philadelphia Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Philadelphia Federal Credit Union Defined Benefit Plan and Trust ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Philadelphia Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is K & F Industries Retirement Plan for Salaried Employees in OH ($89M, 158 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Philadelphia Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tree Top, Inc. Pension Plan in WA (238 participants, $69M in assets).

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 231502500.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.