Defined Benefit (Pension) · DOL Form 5500 · 2022

United Nations Federal Credit Union Pension Plan

Data updated 2026-08-25

$104M
Total assets Near avg plan size
527
Participants Below avg headcount
93rd
Percentile by assets National rank
$197,983
Avg per participant Above avg balance/head
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Official DOL plan name: United Nations Federal Credit Union Cash Balance Retirement Pension Plan · Sponsored by United Nations Federal Credit Union · New York · Finance & Insurance

$104M in assets, 527 participants

United Nations Federal Credit Union's United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported $104M in total assets and 527 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,219 in Finance & Insurance (9,261 peers)

Where United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits by assets

United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits in the top 10% of all filed plans by assets, $104M for 527 participants (~$197,983/participant), down 16.7% in 2022.

#8,219
in Finance & Insurance (9,261 peers)
-16.7%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Nations Federal Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets

United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets

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

$104,336,807 Top 7% higher than 93% 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

United Nations Federal Credit Union Cash Balance Retirement Pension 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. United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (527 participants).

EBSA filing schedule strip

Filing strip 131628594 · United Nations Federal Credit Union PY 2022 · Defined Benefit (Pension)

United Nations Federal Credit Union Cash Balance Retirement Pension Plan · $104M · 527 · 93rd

  • 5500 $104M
  • 5500 527
  • 5500 93rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Ng Master Inactive Qualified Plan
  • 5500 ind #8219

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 →

United Nations Federal Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood

Wausau Paper Corp. Retirement PlanWausau Paper Corp. Retiremen…$105MMtm/Mata Employee Benefits PlanMtm/Mata Employee Benefits P…$104MNg Master Inactive Qualified PlanNg Master Inactive Qualified…$104MUnited Nations Federal Credit Union Cash Balance Retirement Pension PlanUnited Nations Federal Credi…$104MWaste Management Pension Plan for Collectively Bargained EmployeesWaste Management Pension Pla…$104M
End-of-year total assets ($M) among United Nations Federal Credit Union Cash Balance Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$104M
Net Income-$21M
Employer EIN131628594
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Nations Federal Credit Union)

Sponsor-wide plan assets over time

All United Nations Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$303M 36.80977327644464% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $222M $303M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 1,137 $222M
2023 2 1,187 $274M
2024 2 1,338 $303M

Nearby Defined Benefit (Pension) Plans in New York

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

United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants United Nations Federal Credit Union Cash Balance Retirement Pension Plan, Total assets ($B): 0.104336807 · Participants: 527United Nations Federal Credit Union Cash Balance Retirement Pension PlanIBM 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
United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

United Nations Federal Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Ng Master Inactive Qualified Plan in VA ($104M); by covered participants it is Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust in MI (527 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($104M here).

Similar participant headcount

Nearest other-state filings by covered participants (527 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 United Nations Federal Credit Union Cash Balance Retirement Pension Plan assets move in 2022?
United Nations Federal Credit Union Cash Balance Retirement Pension Plan declined sharply - down 16.7% during 2022, from $125M to $104M. Reported net income was -$21M.
How have United Nations Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), United Nations Federal Credit Union's sponsor-wide assets grew 36.8%, from $222M to $303M.
Where does United Nations Federal Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers?
United Nations Federal Credit Union Cash Balance Retirement Pension Plan ranks in the 93rd 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 United Nations Federal Credit Union Cash Balance Retirement Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ng Master Inactive Qualified Plan in VA ($104M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Nations Federal Credit Union Cash Balance Retirement Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mea-Messa-Mea Financial Services Staff Retirement Plan & Trust in MI (527 participants, $644M in assets).