Defined Benefit (Pension) · DOL Form 5500 · 2022

Credit Union National Association Inc. Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
59
Participants Small participant base
79th
Percentile by assets National rank
$389,347
Avg per participant High balance/head
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Official DOL plan name: Credit Union National Association Inc. Retirement Pension Plan · Sponsored by Credit Union National Association Inc. · Wisconsin · Finance & Insurance

$23M in assets, 59 participants

Credit Union National Association Inc.'s Credit Union National Association Inc. Retirement Pension Plan reported $23M in total assets and 59 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #6,177 in Finance & Insurance (9,261 peers)

Where Credit Union National Association Inc. Retirement Pension Plan sits by assets

Credit Union National Association Inc. Retirement Pension Plan sits in the top quartile of all filed plans by assets, $23M for 59 participants (~$389,347/participant), down 14.7% in 2022.

#6,177
in Finance & Insurance (9,261 peers)
-14.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Credit Union National Association Inc. Retirement Pension Plan's outsized position by total assets

Credit Union National Association Inc. Retirement Pension Plan vs every filed plan by assets

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

$22,971,448 Top 21% higher than 79% 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

Credit Union National Association Inc. Retirement Pension Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Union National Association Inc. Retirement Pension Plan is a small filing (59 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 237065623 · Credit Union National Association Inc. PY 2022 · Defined Benefit (Pension)

Credit Union National Association Inc. Retirement Pension Plan · $23M · 59 · 79th

  • EOY $23M
  • 5500 59
  • ASSETS 79th
  • PCT Defined Benefit (Pension)
  • EIN near Local 803 Pension Fund
  • RANK ind #6177

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 →

Credit Union National Association Inc. Retirement Pension Plan in the asset neighbourhood

The Miami Corporation Management, LLC Retirement PlanThe Miami Corporation Manage…$23MCredit Union National Association Inc. Retirement Pension PlanCredit Union National Associ…$23MLocal 803 Pension Fund$23MPension Plan for Technicians of Whdh-Tv, Inc.Pension Plan for Technicians…$23MPension Plan for Hourly Employees of Neville Chemical CompanyPension Plan for Hourly Empl…$23M
End-of-year total assets ($M) among Credit Union National Association Inc. 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)$27M
Net Assets (End of Year)$23M
Net Income-$4M
Employer EIN237065623
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Credit Union National Association Inc.)

Sponsor-wide plan assets over time

All Credit Union National Association Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$147M 8.700558340083873% vs 2022
2024 filing year
$120M$130M$140M$150M 202220232024 $135M $147M ▲ +8.7%
Year Plans Participants Total Assets
2022 2 296 $135M
2023 2 301 $127M
2024 2 322 $147M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Credit Union National Association Inc. Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Credit Union National Association Inc. Retirement Pension Plan, Total assets ($B): 0.022971448 · Participants: 59Credit Union National Association Inc. Retirement Pension PlanThe 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
Credit Union National Association Inc. Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Credit Union National Association Inc. Retirement Pension Plan side-by-side with 3 peers →

Credit Union National Association Inc. Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Local 803 Pension Fund in NY ($23M); by covered participants it is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Credit Union National Association Inc. Retirement Pension Plan assets move in 2022? ▼
Credit Union National Association Inc. Retirement Pension Plan pulled back noticeably - down 14.7% during 2022, from $27M to $23M. Reported net income was -$4M.
How have Credit Union National Association Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Credit Union National Association Inc.'s sponsor-wide assets grew 8.7%, from $135M to $147M.
Where does Credit Union National Association Inc. Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Credit Union National Association Inc. Retirement Pension Plan ranks in the 79th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Credit Union National Association Inc. Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 803 Pension Fund in NY ($23M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Credit Union National Association Inc. Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Erie and Niagara Insurance Association Cash Balance Retirement Plan in NY (59 participants, $9M 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 237065623.

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.