Defined Benefit (Pension) · DOL Form 5500 · 2022

Triangle Credit Union Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
142
Participants Small participant base
66th
Percentile by assets National rank
$75,801
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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

$11M in assets, 142 participants

Triangle Credit Union's Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported $11M in total assets and 142 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,624 in Finance & Insurance (9,261 peers)

Coverage in New Hampshire

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust covers 142 participants in New Hampshire, about 47% of the average New Hampshire filer (state average ~301 per filing). Assets: $11M.

#4,624
in Finance & Insurance (9,261 peers)
-27.7%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Triangle 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

$10,763,731 Top 34% higher than 66% 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

Triangle 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. Triangle Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (142 participants).

Form 5500 schedule snapshot

Filing strip 020223137 · Triangle Credit Union PY 2022 · Defined Benefit (Pension)

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust · $11M · 142 · 66th

  • 5500 $11M
  • 5500 142
  • 5500 66th
  • 5500 Defined Benefit (Pension)
  • 5500 near Emc National Life Company Employees Cash Balance Plan
  • 5500 ind #4624

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 New Hampshire →

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

Denkai America Employees' Pension PlanDenkai America Employees' Pe…$11MTriangle Credit Union Cash Balance Defined Benefit Plan and TrustTriangle Credit Union Cash B…$11MEmc National Life Company Employees Cash Balance PlanEmc National Life Company Em…$11MGrede Wisconsin LLC Retirement Income PlanGrede Wisconsin LLC Retireme…$11MAdler Planetarium Retirement Income PlanAdler Planetarium Retirement…$11M
End-of-year total assets ($M) among Triangle Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

New Hampshire filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$11M
Net Income-$4M
Employer EIN020223137
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triangle Credit Union)

Sponsor-wide plan assets over time

All Triangle Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.0282805412305125% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M 202220232024 $15.5M $16.4M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 294 $15M
2023 2 285 $16M
2024 2 300 $16M

Nearby Defined Benefit (Pension) Plans in New Hampshire

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

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Triangle Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($M): 10.763731 · Participants: 142Triangle Credit Union Cash Balance Defined Benefit Plan and TrustPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 621.458768 · Participants: 1798Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital - Laconia, Total assets ($M): 343.295002 · Participants: 721Retirement Plan for Employees of Concord Hospital - LaconiaElliot Health System Pension Plan, Total assets ($M): 285.729766 · Participants: 568Elliot Health System Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 209.216781 · Participants: 325Osram Sylvania Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 206.287725 · Participants: 438Catholic Medical Center Pension Plan
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Triangle Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Emc National Life Company Employees Cash Balance Plan in IA ($11M); by covered participants it is Oberg Industries, Inc. Defined Benefit Pension Plan in PA (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Triangle Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust declined sharply - down 27.7% during 2022, from $15M to $11M. Reported net income was -$4M.
How have Triangle Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triangle Credit Union's sponsor-wide assets grew 6.0%, from $15M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Triangle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Emc National Life Company Employees Cash Balance Plan in IA ($11M, 71 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Triangle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Oberg Industries, Inc. Defined Benefit Pension Plan in PA (142 participants, $11M 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 020223137.

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.