Defined Benefit (Pension) · DOL Form 5500 · 2022
State Department Fcu Pension Plan
Data updated 2026-08-25
- $70M
- Total assets Below avg plan size
- 38
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $1.8M
- Avg per participant High balance/head
Official DOL plan name: State Department Federal Credit Union Defined Benefit Pension Plan and Trust · Sponsored by State Department Fcu · Virginia · Finance & Insurance
$70M in assets, 38 participants
State Department Fcu's State Department Federal Credit Union Defined Benefit Pension Plan and Trust reported $70M in total assets and 38 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- #7,857 in Finance & Insurance (9,261 peers)
Where State Department Federal Credit Union Defined Benefit Pension Plan and Trust sits by assets
State Department Federal Credit Union Defined Benefit Pension Plan and Trust sits in the top 10% of all filed plans by assets, $70M for 38 participants (~$1.8M/participant), down 18.8% in 2022.
- #7,857
- in Finance & Insurance (9,261 peers)
- -18.8%
- assets change YoY
- 0.7×
- 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.
State Department Federal Credit Union Defined Benefit Pension Plan and Trust's outsized position by total assets
State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$70,267,186 Top 9% higher than 91% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
State Department Federal Credit Union Defined Benefit Pension Plan and Trust among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. State Department Federal Credit Union Defined Benefit Pension Plan and Trust is a small filing (38 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 530197045 · State Department Fcu PY 2022 · Defined Benefit (Pension)
State Department Federal Credit Union Defined Benefit Pension Plan and Trust · $70M · 38 · 91st
- IND $70M
- IND 38
- IND 91st
- IND Defined Benefit (Pension)
- IND near Meriwest Credit Union Retirement Plan
- IND ind #7857
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 Virginia →
State Department Federal Credit Union Defined Benefit Pension Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $86M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$16M |
| Employer EIN | 530197045 |
| Plan Effective Date | 1959-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (State Department Fcu)
Sponsor-wide plan assets over time
All State Department Fcu plans reported in each filing year
- Latest sponsor-wide plan assets
- $110M 57.1595182422703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 38 | $70M |
| 2023 | 1 | 37 | $79M |
| 2024 | 2 | 239 | $110M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.3B · 14,867
- Retirement Security Plan $9.4B · 54,531
- Ng Space&mission Systems Corp Salaried Pension Pla $8.1B · 7,799
- Dominion Energy Pension Plan $7.3B · 12,832
- Sheet Metal Workers' National Pension Fund $7.2B · 61,068
State Department Federal Credit Union Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Meriwest Credit Union Retirement Plan in CA ($70M); by covered participants it is The People's Credit Union Defined Benefit Plan and Trust in RI (38 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($70M here).
Similar participant headcount
Nearest other-state filings by covered participants (38 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.