Defined Benefit (Pension) · DOL Form 5500 · 2022
Summit Credit Union Pension Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 628
- Participants Below avg headcount
- 71st
- Percentile by assets National rank
- $21,852
- Avg per participant Low balance/head
Official DOL plan name: Summit Credit Union Retirement Pension Plan · Sponsored by Summit Credit Union · Wisconsin · Finance & Insurance
$14M in assets, 628 participants
Summit Credit Union's Summit Credit Union Retirement Pension Plan reported $14M in total assets and 628 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- #5,122 in Finance & Insurance (9,261 peers)
Summit Credit Union multi-year trail
Summit Credit Union's plans moved +41.7% in assets from 2022 to 2024; this filing shows Summit Credit Union Retirement Pension Plan at $14M / 628 participants.
- #5,122
- in Finance & Insurance (9,261 peers)
- -15.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Summit Credit Union Retirement Pension Plan's outsized position by total assets
Summit Credit Union Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,723,296 Top 29% higher than 71% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Summit Credit Union Retirement 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. Summit Credit Union Retirement Pension Plan sits mid-pack in the medium band (628 participants).
EBSA filing schedule strip
Filing strip 390230585 · Summit Credit Union PY 2022 · Defined Benefit (Pension)
Summit Credit Union Retirement Pension Plan · $14M · 628 · 71st
- 5500 $14M
- 5500 628
- 5500 71st
- 5500 Defined Benefit (Pension)
- 5500 near Baker & Hostetler Retirement Benefit Enhancement Plan
- 5500 ind #5122
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 Wisconsin →
Summit Credit Union Retirement Pension Plan in the asset neighbourhood
Summit Credit Union multi-year asset trail
Sponsor-wide plan assets over time
All Summit Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $140M 41.68867917007935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,269 | $98M |
| 2023 | 2 | 1,430 | $127M |
| 2024 | 2 | 1,624 | $140M |
Summit Credit Union filing trail (2022)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$2M |
| Employer EIN | 390230585 |
| Plan Effective Date | 1960-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- The Northwestern Mutual Employee Retirement Plan $3.1B · 7,377
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.0B · 9,724
- Rockwell Automation Pension Plan $2.1B · 3,077
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $1.9B · 7,278
- Harley-Davidson Retirement Plan $1.8B · 1,744
Summit Credit Union Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Baker & Hostetler Retirement Benefit Enhancement Plan in OH ($14M); by covered participants it is International Association of Machinists and Aerospace Workers Pension Plan in MD (628 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Baker & Hostetler Retirement Benefit Enhancement Plan (OH) $14M · 192
- Cozen O'connor Cash Balance Plan a (PA) $14M · 185
- Plumbing & Heating Wholesalers Retirement Income Plan for the Benefit of Shopmen's Division of Pipe Fitters' Association, Local 597 (IL) $14M · 130
- Cozen O'connor Cash Balance Plan B (PA) $14M · 185
Similar participant headcount
Nearest other-state filings by covered participants (628 participants); asset peers above are excluded.
- International Association of Machinists and Aerospace Workers Pension Plan (MD) 628 · 0 off
- Baton Rouge Sheet Metal Workers Pension Fund (LA) 627 · 1 off
- The Pension Plan and Trust for the Employees of Bronxcare Health System (NY) 627 · 1 off
- Tufts Medical Center, Inc. Retirement Program - Defined Benefit Plan (MA) 629 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.