Money Purchase · DOL Form 5500 · 2022

Educational Systems Federal Credit Union Money Purchase Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
146
Participants Small participant base
69th
Percentile by assets National rank
$83,617
Avg per participant Below avg balance/head
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Official DOL plan name: Educational Systems Federal Credit Union Money Purchase Plan · Sponsored by Educational Systems Federal Credit Union · Maryland · Finance & Insurance

$12M in assets, 146 participants

Educational Systems Federal Credit Union's Educational Systems Federal Credit Union Money Purchase Plan reported $12M in total assets and 146 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,875 in Finance & Insurance (9,261 peers)

Coverage in Maryland

Educational Systems Federal Credit Union Money Purchase Plan covers 146 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $12M.

#4,875
in Finance & Insurance (9,261 peers)
-16.3%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Educational Systems Federal Credit Union Money Purchase Plan's outsized position by total assets

Educational Systems Federal Credit Union Money Purchase Plan vs every filed plan by assets

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

$12,208,117 Top 31% higher than 69% 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

Educational Systems Federal Credit Union Money Purchase 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. Educational Systems Federal Credit Union Money Purchase Plan sits mid-pack in the medium band (146 participants).

Published 5500 schedule card

Filing strip 520695019 · Educational Systems Federal Credit Union PY 2022 · Money Purchase

Educational Systems Federal Credit Union Money Purchase Plan · $12M · 146 · 69th

  • EIN $12M
  • RANK 146
  • PHOTO 69th
  • IND Money Purchase
  • EOY near Kern Oil & Refining Company Pension Plan
  • 5500 ind #4875

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 Maryland →

Educational Systems Federal Credit Union Money Purchase Plan in the asset neighbourhood

Thames Valley Council for Community Action, Inc. Money Purchase Pension PlanThames Valley Council for Co…$12MEducational Systems Federal Credit Union Money Purchase PlanEducational Systems Federal …$12MKern Oil & Refining Company Pension PlanKern Oil & Refining Company …$12MHawaii Insulators Pension PlanHawaii Insulators Pension Pl…$12MBrooklyn Navy Yard Development Corp. Pension PlanBrooklyn Navy Yard Developme…$12M
End-of-year total assets ($M) among Educational Systems Federal Credit Union Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Maryland filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN520695019
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Systems Federal Credit Union)

Sponsor-wide plan assets over time

All Educational Systems Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.88263480764478% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.2M $15.1M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 146 $12M
2023 1 145 $14M
2024 1 172 $15M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Educational Systems Federal Credit Union Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Educational Systems Federal Credit Union Money Purchase Plan, Total assets ($B): 0.012208117 · Participants: 146Educational Systems Federal Credit Union Money Purchase PlanNational Electrical Annuity Plan, Total assets ($B): 13.78381311 · Participants: 80049National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.510684695 · Participants: 8647The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.230023951 · Participants: 2945Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.147720152 · Participants: 7557Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.118148768 · Participants: 279Defined Contribution Plan for the Employees of the American Institute of Physics
Educational Systems Federal Credit Union Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Educational Systems Federal Credit Union Money Purchase Plan side-by-side with 3 peers →

Educational Systems Federal Credit Union Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Kern Oil & Refining Company Pension Plan in CA ($12M); by covered participants it is Southern California University of Health Sciences Money Purchase Pension Plan in CA (146 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (146 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 Educational Systems Federal Credit Union Money Purchase Plan assets move in 2022? ▼
Educational Systems Federal Credit Union Money Purchase Plan declined sharply - down 16.3% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Educational Systems Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Systems Federal Credit Union's sponsor-wide assets grew 23.9%, from $12M to $15M.
Which Money Purchase plans are similar in size to Educational Systems Federal Credit Union Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Kern Oil & Refining Company Pension Plan in CA ($12M, 168 participants).
Which Money Purchase plans cover a similar participant headcount to Educational Systems Federal Credit Union Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Southern California University of Health Sciences Money Purchase Pension Plan in CA (146 participants, $12M 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 520695019.

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.