Defined Benefit (Pension) · DOL Form 5500 · 2022

Beacon Credit Union Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
202
Participants Below avg headcount
82nd
Percentile by assets National rank
$134,806
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Beacon Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Beacon Credit Union · Indiana · Finance & Insurance

$27M in assets, 202 participants

Beacon Credit Union's Beacon Credit Union Cash Balance Defined Benefit Plan and Trust reported $27M in total assets and 202 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,508 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Beacon Credit Union Cash Balance Defined Benefit Plan and Trust covers 202 participants in Indiana, about 37% of the average Indiana filer (state average ~541 per filing). Assets: $27M.

#6,508
in Finance & Insurance (9,261 peers)
-38.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Beacon 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

$27,230,889 Top 18% higher than 82% 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

Beacon Credit Union Cash Balance Defined Benefit Plan and Trust 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. Beacon Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (202 participants).

EBSA filing schedule strip

Filing strip 356025844 · Beacon Credit Union PY 2022 · Defined Benefit (Pension)

Beacon Credit Union Cash Balance Defined Benefit Plan and Trust · $27M · 202 · 82nd

  • 5500 $27M
  • ASSETS 202
  • PCT 82nd
  • EIN Defined Benefit (Pension)
  • RANK near Retirement Plan for Employees of Lighthouse International
  • PHOTO ind #6508

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 Indiana →

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

Retirement Plan of Singapore AirlinesRetirement Plan of Singapore…$27MRetirement Plan for Employees of Lighthouse InternationalRetirement Plan for Employee…$27MBeacon Credit Union Cash Balance Defined Benefit Plan and TrustBeacon Credit Union Cash Bal…$27MBirmingham P & S Local Union No. 91 Pension FundBirmingham P & S Local Union…$27MRoofers Local Union No. 22 Pension FundRoofers Local Union No. 22 P…$27M
End-of-year total assets ($M) among Beacon Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$27M
Net Income-$17M
Employer EIN356025844
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Beacon Credit Union)

Sponsor-wide plan assets over time

All Beacon Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$51M 36.05409329471291% vs 2022
2024 filing year
$35M$40M$45M$50M$55M 202220232024 $37.8M $51.4M ▲ +36.1%
Year Plans Participants Total Assets
2022 2 466 $38M
2023 2 437 $45M
2024 2 424 $51M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Beacon Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants Beacon Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.027230889 · Participants: 202Beacon Credit Union Cash Balance Defined Benefit Plan and TrustThe Lilly Retirement Plan, Total assets ($B): 11.231261789 · Participants: 16878The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.227971207 · Participants: 24119Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.488495807 · Participants: 9896Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.222287988 · Participants: 8650Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.05154978 · Participants: 2283Nisource Pension Plan
Beacon Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Beacon Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Lighthouse International in NY ($27M); by covered participants it is King Abdullah University of Science & Technology Retirement Plan in (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Beacon Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Beacon Credit Union Cash Balance Defined Benefit Plan and Trust contracted severely - down 38.6% during 2022, from $44M to $27M. Reported net income was -$17M.
How have Beacon Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Beacon Credit Union's sponsor-wide assets grew 36.1%, from $38M to $51M.
Where does Beacon Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Beacon Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 82nd 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 Beacon Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Lighthouse International in NY ($27M, 8 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Beacon Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is King Abdullah University of Science & Technology Retirement Plan in (202 participants, $32M 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 356025844.

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.