Profit Sharing · DOL Form 5500 · 2022
Philadelphia Federal Credit Union Profit Sharing Plan
Data updated 2026-08-11
- $36M
- Total assets
- 240
- Participants
- 85th
- Percentile by assets
- $151,809
- Avg per participant
Official DOL plan name: Philadelphia Federal Credit Union Capital Accumulation Plan · Sponsored by Philadelphia Federal Credit Union · Pennsylvania · Finance & Insurance
$36M in assets, 240 participants
Philadelphia Federal Credit Union's Philadelphia Federal Credit Union Capital Accumulation Plan reported $36M in total assets and 240 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #7,025 in Finance & Insurance (9,261 peers)
Coverage in Pennsylvania
Philadelphia Federal Credit Union Capital Accumulation Plan covers 240 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $36M.
- $36M
- total plan assets (2022 EOY)
- 240
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $151,809
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Philadelphia Federal Credit Union Capital Accumulation Plan reports 240 participants - about 29% of that state average ($36M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $46M |
|---|---|
| Net Assets (End of Year) | $36M |
| Net Income | -$9M |
| Employer EIN | 231502500 |
| Plan Effective Date | 1982-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Philadelphia Federal Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 478 | $126M |
| 2023 | 2 | 502 | $143M |
| 2024 | 2 | 523 | $156M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Philadelphia Federal Credit Union Capital Accumulation Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- Eastern Atlantic States Carpenters Annuity Fund $2.0B · 8,058
- University of Pennsylvania Basic Plan $1.4B · 14,515
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $958M · 3,904
- Temple University Health System, Inc. Defined Contribution Retirement Plan $640M · 9,017
- Steamfitters Local Union No. 420 Srp $587M · 6,353
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Philadelphia Federal Credit Union Capital Accumulation Plan by total assets, not by location.
Frequently Asked Questions
How did Philadelphia Federal Credit Union Capital Accumulation Plan assets move in 2022? ▼
How have Philadelphia Federal Credit Union plan assets changed over time? ▼
Where does Philadelphia Federal Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Philadelphia Federal Credit Union Capital Accumulation Plan? ▼
Next read for Philadelphia Federal Credit Union Capita…
Filing takeaways
Ways to act on Philadelphia Federal Credit Union Capital Accumulation Plan's numbers.
- By total assets, Philadelphia Federal Credit Union Capital Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Philadelphia Federal Credit Union's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Finance & Insurance plans