Defined Benefit (Pension) · DOL Form 5500 · 2022

Superior Choice Credit Union Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
96
Participants Small participant base
67th
Percentile by assets National rank
$113,796
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Superior Choice Credit Union · Wisconsin · Finance & Insurance

$11M in assets, 96 participants

Superior Choice Credit Union's Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust reported $11M in total assets and 96 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,650 in Finance & Insurance (9,261 peers)

2022 asset change

Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust declined sharply 18.9% in 2022 ($13M → $11M) for 96 participants.

#4,650
in Finance & Insurance (9,261 peers)
-18.9%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Superior Choice 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

$10,924,416 Top 33% higher than 67% 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

Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (96 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 390906277 · Superior Choice Credit Union PY 2022 · Defined Benefit (Pension)

Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust · $11M · 96 · 67th

  • PHOTO $11M
  • PHOTO 96
  • PHOTO 67th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Gentek Building Products, Inc. Woodbridge Hourly Pension Plan
  • PHOTO ind #4650

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 →

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

Gentek Building Products, Inc. Woodbridge Hourly Pension PlanGentek Building Products, In…$11MPension Plan for Employees of Civista Bancshares, Inc. and Its AffiliatesPension Plan for Employees o…$11MSuperior Choice Credit Union Cash Balance Defined Benefit Plan and TrustSuperior Choice Credit Union…$11MOberg Industries, Inc. Defined Benefit Pension PlanOberg Industries, Inc. Defin…$11MEbp of Lutheran Child & Family Services of IllinoisEbp of Lutheran Child & Fami…$11M
End-of-year total assets ($M) among Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Superior Choice Credit Union years around the 2022 move

Sponsor-wide plan assets over time

All Superior Choice Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$13M 3.393210114961318% vs 2022
2024 filing year
$12M$13M$14M$15M$16M 202220232024 $13.5M $13.1M ▼ -3.4%
Year Plans Participants Total Assets
2022 2 221 $14M
2023 2 287 $16M
2024 2 335 $13M

2022 asset-move particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN390906277
Plan Effective Date1977-10-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.010924416 · Participants: 96Superior Choice Credit Union Cash Balance Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Gentek Building Products, Inc. Woodbridge Hourly Pension Plan in OH ($11M); by covered participants it is Angola Wire Pension Trust in IN (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust declined sharply - down 18.9% during 2022, from $13M to $11M. Reported net income was -$3M.
How have Superior Choice Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Superior Choice Credit Union's sponsor-wide assets declined 3.4%, from $14M to $13M.
Which Defined Benefit (Pension) plans are similar in size to Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Gentek Building Products, Inc. Woodbridge Hourly Pension Plan in OH ($11M, 32 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Superior Choice Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Angola Wire Pension Trust in IN (96 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 390906277.

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.