Defined Benefit (Pension) · DOL Form 5500 · 2022

Adventure Credit Union Pension Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
89
Participants Small participant base
60th
Percentile by assets National rank
$90,346
Avg per participant Below avg balance/head
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Official DOL plan name: Adventure Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Adventure Credit Union · Michigan · Finance & Insurance

$8M in assets, 89 participants

Adventure Credit Union's Adventure Credit Union Cash Balance Defined Benefit Plan and Trust reported $8M in total assets and 89 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #4,042 in Finance & Insurance (9,261 peers)

Adventure Credit Union multi-year trail

Adventure Credit Union's plans moved +11.1% in assets from 2022 to 2024; this filing shows Adventure Credit Union Cash Balance Defined Benefit Plan and Trust at $8M / 89 participants.

#4,042
in Finance & Insurance (9,261 peers)
+11.5%
assets growth YoY

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

Adventure 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

$8,040,779 Top 40% higher than 60% 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

Adventure 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. Adventure Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (89 participants) on this national headcount ladder.

DOL schedule card

Filing strip 380855535 · Adventure Credit Union PY 2022 · Defined Benefit (Pension)

Adventure Credit Union Cash Balance Defined Benefit Plan and Trust · $8M · 89 · 60th

  • PCT $8M
  • PCT 89
  • PCT 60th
  • PCT Defined Benefit (Pension)
  • PCT near American Ingredients Company Retirement Plan
  • PCT ind #4042

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 Michigan →

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

Oregon Printing Industry Pension TrustOregon Printing Industry Pen…$8MAdventure Credit Union Cash Balance Defined Benefit Plan and TrustAdventure Credit Union Cash …$8MAmerican Ingredients Company Retirement PlanAmerican Ingredients Company…$8MFirst National Bank of Winnsboro Employee Pension PlanFirst National Bank of Winns…$8MDefined Benefit Pension Plan of United Way of Greater ClevelandDefined Benefit Pension Plan…$8M
End-of-year total assets ($M) among Adventure Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Adventure Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Adventure Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.13511514245075% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.04M $8.94M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 96 $9M
2024 1 95 $9M

Adventure Credit Union filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$830K
Employer EIN380855535
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Adventure Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Adventure Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.008040779 · Participants: 89Adventure Credit Union Cash Balance Defined Benefit Plan and TrustGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 40.23255743 · Participants: 18766General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.279653433 · Participants: 27567Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 13.42905347 · Participants: 11760Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 13.018181682 · Participants: 13759Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 8.553889919 · Participants: 14563Fca US LLC UAW Pension Agreement
Adventure Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Adventure Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is American Ingredients Company Retirement Plan in KS ($8M); by covered participants it is The Scotts Company LLC Associates' Pension Plan in OH (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Adventure Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Adventure Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 11.5% during 2022, from $7M to $8M. Reported net income was $830K.
How have Adventure Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adventure Credit Union's sponsor-wide assets grew 11.1%, from $8M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Adventure Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is American Ingredients Company Retirement Plan in KS ($8M, 38 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Adventure Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Scotts Company LLC Associates' Pension Plan in OH (89 participants, $59M 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 380855535.

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.