Defined Benefit (Pension) · DOL Form 5500 · 2022

Patriot Federal Credit Union Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
123
Participants Small participant base
88th
Percentile by assets National rank
$427,671
Avg per participant High balance/head
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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.

  • #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.

#7,532
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Patriot Federal Credit Union Retirement Pension Plan's outsized position 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 $2,050,000,000 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

Patriot Federal Credit Union 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. Patriot Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (123 participants).

Plan-year Form 5500 strip

Filing strip 251150379 · Patriot Federal Credit Union PY 2022 · Defined Benefit (Pension)

Patriot Federal Credit Union Retirement Pension Plan · $53M · 123 · 88th

  • 5500 $53M
  • 5500 123
  • 5500 88th
  • 5500 Defined Benefit (Pension)
  • 5500 near Aaa Cooper Transportation Pension Plan for Eligible Employees
  • 5500 ind #7532

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 Pennsylvania →

Patriot Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Y-12 Federal Credit Union Cash Balance Retirement Pension PlanY-12 Federal Credit Union Ca…$53MTeamsters Bakery Drivers and Industry Pension FundTeamsters Bakery Drivers and…$53MRetirement Plan of Trustco BankRetirement Plan of Trustco B…$53MPatriot Federal Credit Union Retirement Pension PlanPatriot Federal Credit Union…$53MAaa Cooper Transportation Pension Plan for Eligible EmployeesAaa Cooper Transportation Pe…$53M
End-of-year total assets ($M) among Patriot Federal Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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)

Sponsor-wide plan assets over time

All Patriot Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$69M 5.922525646166849% vs 2022
2024 filing year
$64M$66M$68M$70M 202220232024 $65M $68.8M ▲ +5.9%
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 ($B) Participants Patriot Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.052603553 · Participants: 123Patriot Federal Credit Union Retirement Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Patriot Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Aaa Cooper Transportation Pension Plan for Eligible Employees in AL ($53M); by covered participants it is Nor-Cal Beverage Co. , Inc. Employee Pension Plan in CA (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Patriot Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nor-Cal Beverage Co. , Inc. Employee Pension Plan in CA (123 participants, $13M 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 251150379.

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.