Defined Benefit (Pension) · DOL Form 5500 · 2022

Belco Community Credit Union Pension Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
199
Participants Below avg headcount
84th
Percentile by assets National rank
$173,558
Avg per participant Above avg balance/head
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Official DOL plan name: Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Belco Community Credit Union · Pennsylvania · Finance & Insurance

$35M in assets, 199 participants

Belco Community Credit Union's Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust reported $35M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,940 in Finance & Insurance (9,261 peers)

Coverage in Pennsylvania

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust covers 199 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $35M.

#6,940
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Belco Community 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

$34,537,968 Top 16% higher than 84% 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

Belco Community 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. Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (199 participants).

EBSA filing schedule strip

Filing strip 231445884 · Belco Community Credit Union PY 2022 · Defined Benefit (Pension)

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust · $35M · 199 · 84th

  • EOY $35M
  • EOY 199
  • EOY 84th
  • EOY Defined Benefit (Pension)
  • EOY near Budget Rent a Car System, Inc. Employees' Pension Plan
  • EOY ind #6940

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 →

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

Retirement Plan for Employees of Durand Glass Mfg. Company, Inc.Retirement Plan for Employee…$35MBelco Community Credit Union Cash Balance Defined Benefit Plan and TrustBelco Community Credit Union…$35MBudget Rent a Car System, Inc. Employees' Pension PlanBudget Rent a Car System, In…$35MNana Regional Corporation, Inc. Employees' Pension PlanNana Regional Corporation, I…$35MFirst State Bank of Uvalde Retirement PlanFirst State Bank of Uvalde R…$35M
End-of-year total assets ($M) among Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$35M
Net Income-$6M
Employer EIN231445884
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belco Community Credit Union)

Sponsor-wide plan assets over time

All Belco Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.966911197555108% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.5M $39.7M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 199 $35M
2023 1 222 $38M
2024 1 224 $40M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.034537968 · Participants: 199Belco Community Credit Union Cash Balance Defined Benefit Plan and TrustNational 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
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Budget Rent a Car System, Inc. Employees' Pension Plan in NJ ($35M); by covered participants it is Local 464a Finast Full Time Employees Pension Plan in NJ (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust pulled back noticeably - down 14.4% during 2022, from $40M to $35M. Reported net income was -$6M.
How have Belco Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belco Community Credit Union's sponsor-wide assets grew 15.0%, from $35M to $40M.
Where does Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 84th 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 Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Budget Rent a Car System, Inc. Employees' Pension Plan in NJ ($35M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Local 464a Finast Full Time Employees Pension Plan in NJ (199 participants, $8M 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 231445884.

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.