Profit Sharing · DOL Form 5500 · 2022

Philadelphia Federal Credit Union Profit Sharing Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
240
Participants Below avg headcount
85th
Percentile by assets National rank
$151,809
Avg per participant Above avg balance/head
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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.

  • #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.

#7,025
in Finance & Insurance (9,261 peers)
-20.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Philadelphia Federal Credit Union Capital Accumulation Plan's outsized position by total assets

Philadelphia Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$36,434,143 Top 15% higher than 85% 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 Capital Accumulation Plan 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 Capital Accumulation Plan sits mid-pack in the medium band (240 participants).

DOL schedule card

Filing strip 231502500 · Philadelphia Federal Credit Union PY 2022 · Profit Sharing

Philadelphia Federal Credit Union Capital Accumulation Plan · $36M · 240 · 85th

  • BOOK $36M
  • BOOK 240
  • BOOK 85th
  • BOOK Profit Sharing
  • BOOK near Interlochen Center for the Arts Retirement Plan
  • BOOK ind #7025

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 Capital Accumulation Plan in the asset neighbourhood

IBEW Local No. 32 NECA Profit Sharing Annuity PlanIBEW Local No. 32 NECA Profi…$37MPension Plan for Direct Labor EmployeesPension Plan for Direct Labo…$37MPhiladelphia Federal Credit Union Capital Accumulation PlanPhiladelphia Federal Credit …$36MInterlochen Center for the Arts Retirement PlanInterlochen Center for the A…$36MNorthwestern Health Sciences University Defined Contribution PlanNorthwestern Health Sciences…$36M
End-of-year total assets ($M) among Philadelphia Federal Credit Union Capital Accumulation Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$36M
Net Income-$9M
Employer EIN231502500
Plan Effective Date1982-09-15
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 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 Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Philadelphia Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.036434143 · Participants: 240Philadelphia Federal Credit Union Capital Accumulation PlanEastern Atlantic States Carpenters Annuity Fund, Total assets ($B): 2.032358305 · Participants: 8058Eastern Atlantic States Carpenters Annuity FundUniversity of Pennsylvania Basic Plan, Total assets ($B): 1.417850182 · Participants: 14515University of Pennsylvania Basic PlanInternational Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan, Total assets ($B): 0.958457322 · Participants: 3904International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing PlanTemple University Health System, Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.640341222 · Participants: 9017Temple University Health System, Inc. Defined Contribution Retirement PlanSteamfitters Local Union No. 420 Srp, Total assets ($B): 0.58659727 · Participants: 6353Steamfitters Local Union No. 420 Srp
Philadelphia Federal Credit Union Capital Accumulation Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
Compare Philadelphia Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Philadelphia Federal Credit Union Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Pennsylvania, the nearest Profit Sharing by assets is Interlochen Center for the Arts Retirement Plan in MI ($36M); by covered participants it is Office Depot Puerto Rico, LLC Retirement Savings Plan in FL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Capital Accumulation Plan assets move in 2022? ▼
Philadelphia Federal Credit Union Capital Accumulation Plan declined sharply - down 20.4% during 2022, from $46M to $36M. Reported net income was -$9M.
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 Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Philadelphia Federal Credit Union Capital Accumulation Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Philadelphia Federal Credit Union Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Interlochen Center for the Arts Retirement Plan in MI ($36M, 347 participants).
Which Profit Sharing plans cover a similar participant headcount to Philadelphia Federal Credit Union Capital Accumulation Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Office Depot Puerto Rico, LLC Retirement Savings Plan in FL (240 participants, $2M 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.