Defined Benefit (Pension) · DOL Form 5500 · 2022

Jovia Financial Credit Union Pension Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
349
Participants Below avg headcount
84th
Percentile by assets National rank
$96,811
Avg per participant Below avg balance/head
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Official DOL plan name: Jovia Financial Credit Union Defined Benefit Plan and Trust · Sponsored by Jovia Financial Credit Union · New York · Finance & Insurance

$34M in assets, 349 participants

Jovia Financial Credit Union's Jovia Financial Credit Union Defined Benefit Plan and Trust reported $34M in total assets and 349 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,889 in Finance & Insurance (9,261 peers)

Coverage in New York

Jovia Financial Credit Union Defined Benefit Plan and Trust covers 349 participants in New York, about 44% of the average New York filer (state average ~798 per filing). Assets: $34M.

#6,889
in Finance & Insurance (9,261 peers)
+4.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Jovia Financial Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Jovia Financial Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$33,787,200 Top 16% higher than 84% 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

Jovia Financial 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. Jovia Financial Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (349 participants).

Form 5500 schedule snapshot

Filing strip 111644859 · Jovia Financial Credit Union PY 2022 · Defined Benefit (Pension)

Jovia Financial Credit Union Defined Benefit Plan and Trust · $34M · 349 · 84th

  • PART $34M
  • PART 349
  • PART 84th
  • PART Defined Benefit (Pension)
  • PART near Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund
  • PART ind #6889

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 New York →

Jovia Financial Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Jovia Financial Credit Union Defined Benefit Plan and TrustJovia Financial Credit Union…$34MInt'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension FundInt'l Assn of Heat & Frost I…$34MB.a.C. Local 1 - De/PA Pension TrustB.a.C. Local 1 - De/PA Pensi…$34MIonics, Incorporated Retirement PlanIonics, Incorporated Retirem…$34MPenn Color, Inc. Pension Plan$34M
End-of-year total assets ($M) among Jovia Financial Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$34M
Net Income$2M
Employer EIN111644859
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jovia Financial Credit Union)

Sponsor-wide plan assets over time

All Jovia Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$81M 35.736144521366455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $81.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 785 $60M
2023 2 840 $73M
2024 2 966 $81M

Nearby Defined Benefit (Pension) Plans in New York

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

Jovia Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Jovia Financial Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.0337872 · Participants: 349Jovia Financial Credit Union Defined Benefit Plan and TrustIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Jovia Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jovia Financial Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund in WI ($34M); by covered participants it is Federal Signal Corporation Retirement Plan in IL (349 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (349 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 Jovia Financial Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Jovia Financial Credit Union Defined Benefit Plan and Trust edged up modestly - up 4.8% during 2022, from $32M to $34M. Reported net income was $2M.
How have Jovia Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jovia Financial Credit Union's sponsor-wide assets grew 35.7%, from $60M to $81M.
Where does Jovia Financial Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Jovia Financial Credit Union Defined Benefit Plan and Trust ranks in the 84th 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 Defined Benefit (Pension) plans are similar in size to Jovia Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Int'l Assn of Heat & Frost Insulators & Asbestos Workers Local 127 Pension Fund in WI ($34M, 106 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jovia Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Federal Signal Corporation Retirement Plan in IL (349 participants, $87M 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 111644859.

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.