Defined Benefit (Pension) · DOL Form 5500 · 2022

Unify Financial Credit Union Pension Plan

Data updated 2026-08-25

$80M
Total assets Below avg plan size
297
Participants Below avg headcount
91st
Percentile by assets National rank
$268,374
Avg per participant High balance/head
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Official DOL plan name: Unify Financial Credit Union Pension Plan · Sponsored by Unify Financial Credit Union · California · Finance & Insurance

$80M in assets, 297 participants

Unify Financial Credit Union's Unify Financial Credit Union Pension Plan reported $80M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,988 in Finance & Insurance (9,261 peers)

Coverage in California

Unify Financial Credit Union Pension Plan covers 297 participants in California, about 47% of the average California filer (state average ~630 per filing). Assets: $80M.

#7,988
in Finance & Insurance (9,261 peers)
-21.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Unify Financial Credit Union Pension Plan's outsized position by total assets

Unify Financial Credit Union Pension Plan vs every filed plan by assets

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

$79,707,027 Top 9% higher than 91% 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

Unify Financial Credit Union 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. Unify Financial Credit Union Pension Plan sits mid-pack in the medium band (297 participants).

Plan-year Form 5500 strip

Filing strip 346541032 · Unify Financial Credit Union PY 2022 · Defined Benefit (Pension)

Unify Financial Credit Union Pension Plan · $80M · 297 · 91st

  • PCT $80M
  • PCT 297
  • PCT 91st
  • PCT Defined Benefit (Pension)
  • PCT near Plumbers and Steamfitters Local 60 Pension Fund
  • PCT ind #7988

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 California →

Unify Financial Credit Union Pension Plan in the asset neighbourhood

Legrand North America Retirement PlanLegrand North America Retire…$80MPlumbers and Steamfitters Local 60 Pension FundPlumbers and Steamfitters Lo…$80MUnify Financial Credit Union Pension PlanUnify Financial Credit Union…$80MFarmers Mutual Insurance Company of Nebraska Employee Retirement PlanFarmers Mutual Insurance Com…$80MDayton Children's Hospital Pension PlanDayton Children's Hospital P…$80M
End-of-year total assets ($M) among Unify Financial Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$80M
Net Income-$22M
Employer EIN346541032
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unify Financial Credit Union)

Sponsor-wide plan assets over time

All Unify Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$158M 21.63292838950567% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $158M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 845 $130M
2023 2 823 $147M
2024 2 780 $158M

Nearby Defined Benefit (Pension) Plans in California

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

Unify Financial Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Unify Financial Credit Union Pension Plan, Total assets ($B): 0.079707027 · Participants: 297Unify Financial Credit Union Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Unify Financial Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Unify Financial Credit Union Pension Plan side-by-side with 3 peers →

Unify Financial Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Plumbers and Steamfitters Local 60 Pension Fund in LA ($80M); by covered participants it is Pension Plan of Wayne Memorial Hospital, Inc. in NC (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Unify Financial Credit Union Pension Plan assets move in 2022? ▼
Unify Financial Credit Union Pension Plan declined sharply - down 21.3% during 2022, from $101M to $80M. Reported net income was -$22M.
How have Unify Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unify Financial Credit Union's sponsor-wide assets grew 21.6%, from $130M to $158M.
Where does Unify Financial Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Unify Financial Credit Union Pension Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Unify Financial Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers and Steamfitters Local 60 Pension Fund in LA ($80M, 530 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unify Financial Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan of Wayne Memorial Hospital, Inc. in NC (297 participants, $123M 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 346541032.

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.