401(k) · DOL Form 5500 · 2022

Patriot Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
176
Participants Small participant base
69th
Percentile by assets National rank
$70,138
Avg per participant Below avg balance/head
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Official DOL plan name: Patriot Federal Credit Union Capital Accumulation Plan · Sponsored by Patriot Federal Credit Union · Pennsylvania · Finance & Insurance

$12M in assets, 176 participants

Patriot Federal Credit Union's Patriot Federal Credit Union Capital Accumulation Plan reported $12M in total assets and 176 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,898 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Patriot Federal Credit Union Capital Accumulation Plan covers 176 participants in Pennsylvania, about 21% of the average Pennsylvania filer (state average ~822 per filing). Assets: $12M.

#4,898
in Finance & Insurance (9,261 peers)
-5.7%
assets change YoY

The plan reported a net loss of $743K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patriot Federal Credit Union Capital Accumulation Plan's outsized position by total assets

Patriot Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$12,344,262 Top 31% higher than 69% 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 Capital Accumulation 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 Capital Accumulation Plan sits mid-pack in the medium band (176 participants).

Published 5500 schedule card

Filing strip 251150379 · Patriot Federal Credit Union PY 2022 · 401(k)

Patriot Federal Credit Union Capital Accumulation Plan · $12M · 176 · 69th

  • EIN $12M
  • EIN 176
  • EIN 69th
  • EIN 401(k)
  • EIN near Castle Personnel Group, LLC 401(k) Plan
  • EIN ind #4898

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 Capital Accumulation Plan in the asset neighbourhood

Patriot Federal Credit Union Capital Accumulation PlanPatriot Federal Credit Union…$12MCastle Personnel Group, LLC 401(k) PlanCastle Personnel Group, LLC …$12MWieser Concrete Products, Inc. 401(k) PlanWieser Concrete Products, In…$12MLouisiana Orthopaedic Specialists 401(k) PlanLouisiana Orthopaedic Specia…$12MKingfisher Systems, Inc. 401(k) / Profit Sharing PlanKingfisher Systems, Inc. 401…$12M
End-of-year total assets ($M) among Patriot Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$12M
Net Income-$743K
Employer EIN251150379
Plan Effective Date1983-01-01
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 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Patriot Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Patriot Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.012344262 · Participants: 176Patriot Federal Credit Union Capital Accumulation PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Patriot Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Patriot Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Patriot Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Castle Personnel Group, LLC 401(k) Plan in MS ($12M); by covered participants it is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (176 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 Capital Accumulation Plan assets move in 2022? ▼
Patriot Federal Credit Union Capital Accumulation Plan pulled back noticeably - down 5.7% during 2022, from $13M to $12M. Reported net income was -$743K.
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.
Which 401(k) plans are similar in size to Patriot Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Castle Personnel Group, LLC 401(k) Plan in MS ($12M, 413 participants).
Which 401(k) plans cover a similar participant headcount to Patriot Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Spin-Off Termination Plan for Arranta Bio Ma, LLC in MA (176 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 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.