Defined Benefit (Pension) · DOL Form 5500 · 2022

Patriot Federal Credit Union Pension Plan

Data updated 2026-08-11

$53M
Total assets
123
Participants
88th
Percentile by assets
$427,671
Avg per participant
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Official DOL plan name: Patriot Federal Credit Union Retirement Pension Plan · Sponsored by Patriot Federal Credit Union · Pennsylvania · Finance & Insurance

$53M in assets, 123 participants

Patriot Federal Credit Union's Patriot Federal Credit Union Retirement Pension Plan reported $53M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #7,532 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Patriot Federal Credit Union Retirement Pension Plan covers 123 participants in Pennsylvania, about 15% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

$53M
total plan assets (2022 EOY)
123
covered participants
88th
percentile by assets (of 139,126 plans)
$427,671
avg assets per participant

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Patriot Federal Credit Union Retirement Pension Plan sits by total assets

Patriot Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$52,603,553 Top 12% higher than 88% 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

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Patriot Federal Credit Union Retirement Pension Plan reports 123 participants - about 15% of that state average ($53M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$53M
Net Income-$13M
Employer EIN251150379
Plan Effective Date1977-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patriot Federal Credit Union)

$64M$66M$68M$70M 202220232024 $65M $68.8M ▲ +5.9%
Total plan assets by year, all Patriot Federal Credit Union plans on file
Year Plans Participants Total Assets
2022 2 299 $65M
2023 2 301 $67M
2024 2 282 $69M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Patriot Federal Cred…, Total assets ($B): 0.052603553 · Participants: 123Patriot Federal Cred…National Elevator In…, Total assets ($B): 10.401485458 · Participants: 27097National Elevator In…Steelworkers Pension…, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension…The PNC Financial Se…, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Se…Constellation Retire…, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retire…The Bank of New York…, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York…
Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Patriot Federal Credit Union Retirement Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Patriot Federal Credit Union Retirement Pension Plan assets move in 2022?
Patriot Federal Credit Union Retirement Pension Plan declined sharply - down 19.7% during 2022, from $65M to $53M. Reported net income was -$13M.
How have Patriot Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Patriot Federal Credit Union's sponsor-wide assets grew 5.9%, from $65M to $69M.
Where does Patriot Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers?
Patriot Federal Credit Union Retirement Pension Plan ranks in the 88th 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 Patriot Federal Credit Union Retirement Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Aaa Cooper Transportation Pension Plan for Eligible Employees in AL ($53M, 384 participants).

Next read for Patriot Federal Credit Union Retirement …

Filing takeaways

Ways to act on Patriot Federal Credit Union Retirement Pension Plan's numbers.

  • By total assets, Patriot Federal Credit Union Retirement Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Pennsylvania. Compare plans
  • Patriot Federal Credit Union's sponsor-wide assets have grown 5.9% since 2022 across 3 plan years on file. More Finance & Insurance plans