Defined Benefit (Pension) · DOL Form 5500 · 2022

State Department Fcu Pension Plan

Data updated 2026-08-11

$70M
Total assets
38
Participants
91st
Percentile by assets
$1.8M
Avg per participant
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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.

  • 91st percentile by assets (of 139,126 plans)
  • #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.

$70M
total plan assets (2022 EOY)
38
covered participants
91st
percentile by assets (of 139,126 plans)
$1.8M
avg assets per participant

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.

Where State Department Federal Credit Union Defined Benefit Pension Plan and Trust sits 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

This plan $0 $2,010,000,000 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

State
Virginia
Industry
Finance & Insurance

State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs the 2022 asset distribution

By assets, State Department Federal Credit Union Defined Benefit Pension Plan and Trust outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$86M
Net Assets (End of Year)$70M
Net Income-$16M
Employer EIN530197045
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Department Fcu)

$60M$80M$100M$120M 202220232024 $70.3M $110M ▲ +57.2%
Total plan assets by year, all State Department Fcu plans on file
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.

State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants State Department Fed…, Total assets ($B): 0.070267186 · Participants: 38State Department Fed…Northrop Grumman Pen…, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pen…Retirement Security …, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security …Ng Space&mission Sys…, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Sys…Dominion Energy Pens…, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pens…Sheet Metal Workers'…, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers'…
State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare State Department Federal Credit Union De… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to State Department Federal Credit Union Defined Benefit Pension Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did State Department Federal Credit Union Defined Benefit Pension Plan and Trust assets move in 2022? ▼
State Department Federal Credit Union Defined Benefit Pension Plan and Trust declined sharply - down 18.8% during 2022, from $86M to $70M. Reported net income was -$16M.
How have State Department Fcu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Department Fcu's sponsor-wide assets grew 57.2%, from $70M to $110M.
Where does State Department Federal Credit Union Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
State Department Federal Credit Union Defined Benefit Pension Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to State Department Federal Credit Union Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Meriwest Credit Union Retirement Plan in CA ($70M, 202 participants).

Next read for State Department Federal Credit Union De…

Scale reading

Ways to act on State Department Federal Credit Union Defined Benefit Pension Plan and Trust's numbers.

  • By total assets, State Department Federal Credit Union Defined Benefit Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Virginia. Compare plans
  • State Department Fcu's sponsor-wide assets have grown 57.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 530197045.

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.