Defined Benefit (Pension) · DOL Form 5500 · 2022

Uncle Credit Union Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
85
Participants Small participant base
68th
Percentile by assets National rank
$134,834
Avg per participant Near avg balance/head
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Official DOL plan name: Uncle Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Uncle Credit Union · California · Finance & Insurance

$11M in assets, 85 participants

Uncle Credit Union's Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported $11M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,746 in Finance & Insurance (9,261 peers)

Uncle Credit Union multi-year trail

Uncle Credit Union's plans moved +21.4% in assets from 2022 to 2024; this filing shows Uncle Credit Union Cash Balance Defined Benefit Plan and Trust at $11M / 85 participants.

#4,746
in Finance & Insurance (9,261 peers)
-17.7%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$11,460,923 Top 32% higher than 68% 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

Uncle Credit Union Cash Balance Defined Benefit 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. Uncle Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (85 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 941404327 · Uncle Credit Union PY 2022 · Defined Benefit (Pension)

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust · $11M · 85 · 68th

  • PHOTO $11M
  • IND 85
  • EOY 68th
  • 5500 Defined Benefit (Pension)
  • ASSETS near R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan
  • PCT ind #4746

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 California →

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Schiff Hardin LLP Employees' Pension PlanSchiff Hardin LLP Employees'…$11MEastern National Pension Plan$11MUncle Credit Union Cash Balance Defined Benefit Plan and TrustUncle Credit Union Cash Bala…$11MR.a. Jones & Co. Inc. Company Funded Defined Benefit PlanR.a. Jones & Co. Inc. Compan…$11MAmersham Health Inc. Puerto Rico Pension PlanAmersham Health Inc. Puerto …$11M
End-of-year total assets ($M) among Uncle Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Uncle Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Uncle Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.395388486599202% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $13.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 85 $11M
2023 1 96 $13M
2024 1 97 $14M

Uncle Credit Union filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$2M
Employer EIN941404327
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Uncle Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.011460923 · Participants: 85Uncle Credit Union Cash Balance Defined Benefit Plan and TrustKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Uncle Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan in KY ($11M); by covered participants it is Springfield Electric Supply Company Defined Benefit Plan in IL (85 participants). Same-state nearby plans are listed separately above.

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 Uncle Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust declined sharply - down 17.7% during 2022, from $14M to $11M. Reported net income was -$2M.
How have Uncle Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uncle Credit Union's sponsor-wide assets grew 21.4%, from $11M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Uncle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is R.a. Jones & Co. Inc. Company Funded Defined Benefit Plan in KY ($11M, 80 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uncle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Springfield Electric Supply Company Defined Benefit Plan in IL (85 participants, N/A 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 941404327.

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.