Defined Benefit (Pension) · DOL Form 5500 · 2022

Commonwealth Credit Union Pension Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
144
Participants Small participant base
88th
Percentile by assets National rank
$340,302
Avg per participant High balance/head
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Official DOL plan name: Commonwealth Credit Union Pension Plan · Sponsored by Commonwealth Credit Union · Kentucky · Finance & Insurance

$49M in assets, 144 participants

Commonwealth Credit Union's Commonwealth Credit Union Pension Plan reported $49M in total assets and 144 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,454 in Finance & Insurance (9,261 peers)

Coverage in Kentucky

Commonwealth Credit Union Pension Plan covers 144 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $49M.

#7,454
in Finance & Insurance (9,261 peers)
-17.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $10M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Commonwealth Credit Union Pension Plan's outsized position by total assets

Commonwealth Credit Union Pension Plan vs every filed plan by assets

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

$49,003,439 Top 12% higher than 88% 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

Commonwealth 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. Commonwealth Credit Union Pension Plan sits mid-pack in the medium band (144 participants).

EBSA filing schedule strip

Filing strip 610671028 · Commonwealth Credit Union PY 2022 · Defined Benefit (Pension)

Commonwealth Credit Union Pension Plan · $49M · 144 · 88th

  • SCH $49M
  • EBSA 144
  • PART 88th
  • TYPE Defined Benefit (Pension)
  • NET near Puerto Rico Financial Retirement Plan
  • BOOK ind #7454

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 Kentucky →

Commonwealth Credit Union Pension Plan in the asset neighbourhood

Caterpillar Global Mining Legacy Hourly Employees' Pension PlanCaterpillar Global Mining Le…$49MPuerto Rico Financial Retirement PlanPuerto Rico Financial Retire…$49MCommonwealth Credit Union Pension PlanCommonwealth Credit Union Pe…$49MMajor League Baseball Pension Plan for Non-Uniformed PersonnelMajor League Baseball Pensio…$49MService Benefit Plan Administrative Services Corp. Retirement PlanService Benefit Plan Adminis…$49M
End-of-year total assets ($M) among Commonwealth Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$49M
Net Income-$10M
Employer EIN610671028
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Credit Union)

Sponsor-wide plan assets over time

All Commonwealth Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.7930531942596986% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $76.9M $79.1M ▲ +2.8%
Year Plans Participants Total Assets
2022 3 776 $77M
2023 3 815 $90M
2024 2 487 $79M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Commonwealth Credit Union Pension Plan, Total assets ($B): 0.049003439 · Participants: 144Commonwealth Credit Union Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.114176604 · Participants: 983Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.945981 · Participants: 317Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.753576 · Participants: 4539Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.559607588 · Participants: 1262Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.415049 · Participants: 285Ashland Hercules Pension Plan II
Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Commonwealth Credit Union Pension Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Puerto Rico Financial Retirement Plan in CA ($49M); by covered participants it is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (144 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (144 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 Commonwealth Credit Union Pension Plan assets move in 2022? ▼
Commonwealth Credit Union Pension Plan declined sharply - down 17.2% during 2022, from $59M to $49M. Reported net income was -$10M.
How have Commonwealth Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Credit Union's sponsor-wide assets grew 2.8%, from $77M to $79M.
Where does Commonwealth Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Commonwealth Credit Union Pension Plan ranks in the 88th 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 Commonwealth Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Puerto Rico Financial Retirement Plan in CA ($49M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Commonwealth Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Core Electric Cooperative Variable Annuity Defined Benefit Plan in CO (144 participants, $3M 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 610671028.

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.