Defined Benefit (Pension) · DOL Form 5500 · 2022

Community First Credit Union Pension Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
468
Participants Below avg headcount
91st
Percentile by assets National rank
$163,060
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Community First Credit Union Defined Benefit Plan and Trust · Sponsored by Community First Credit Union · Wisconsin · Finance & Insurance

$76M in assets, 468 participants

Community First Credit Union's Community First Credit Union Defined Benefit Plan and Trust reported $76M in total assets and 468 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.

  • #7,932 in Finance & Insurance (9,261 peers)

Where Community First Credit Union Defined Benefit Plan and Trust sits by assets

Community First Credit Union Defined Benefit Plan and Trust sits in the top 10% of all filed plans by assets, $76M for 468 participants (~$163,060/participant), down 20.3% in 2022.

#7,932
in Finance & Insurance (9,261 peers)
-20.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Community First Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Community First Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$76,312,139 Top 9% higher than 91% 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

Community First 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. Community First Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (468 participants).

Form 5500 schedule snapshot

Filing strip 396264347 · Community First Credit Union PY 2022 · Defined Benefit (Pension)

Community First Credit Union Defined Benefit Plan and Trust · $76M · 468 · 91st

  • EOY $76M
  • 5500 468
  • ASSETS 91st
  • PCT Defined Benefit (Pension)
  • EIN near Schott Corporation Pension Plan
  • RANK ind #7932

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 Wisconsin →

Community First Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Agents Retirement Plan of the Lincoln National Life Insurance CompanyAgents Retirement Plan of th…$76MPension Plan of Locals 794 & 819, I.a.T.S.E.Pension Plan of Locals 794 &…$76MIlwu (Hawaii) Employers General Pension PlanIlwu (Hawaii) Employers Gene…$76MSchott Corporation Pension PlanSchott Corporation Pension P…$76MCommunity First Credit Union Defined Benefit Plan and TrustCommunity First Credit Union…$76M
End-of-year total assets ($M) among Community First Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$96M
Net Assets (End of Year)$76M
Net Income-$19M
Employer EIN396264347
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Sponsor-wide plan assets over time

All Community First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$139M 30.024752696690182% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 992 $107M
2023 2 1,065 $114M
2024 2 1,141 $139M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Community First Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Community First Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.076312139 · Participants: 468Community First Credit Union Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Community First Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Community First Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Schott Corporation Pension Plan in NY ($76M); by covered participants it is Pension Plan of Steamfitters Pension Fund 475 in NJ (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 Community First Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Community First Credit Union Defined Benefit Plan and Trust declined sharply - down 20.3% during 2022, from $96M to $76M. Reported net income was -$19M.
How have Community First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community First Credit Union's sponsor-wide assets grew 30.0%, from $107M to $139M.
Where does Community First Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Community First Credit Union Defined Benefit 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 Community First Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schott Corporation Pension Plan in NY ($76M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community First Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Steamfitters Pension Fund 475 in NJ (468 participants, $166M 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 396264347.

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.