Defined Benefit (Pension) · DOL Form 5500 · 2023
Credit Union National Association Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 55
- Participants Small participant base
Official DOL plan name: Credit Union National Association Inc. Retirement Pension Plan · Sponsored by Credit Union National Association Inc. · Wisconsin · Finance & Insurance
N/A in assets, 55 participants
Credit Union National Association Inc.'s Credit Union National Association Inc. Retirement Pension Plan reported N/A in total assets and 55 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Credit Union National Association Inc. Retirement Pension Plan holds N/A for 55 participants.
- -$23M
- reported net income
The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Credit Union National Association Inc. Retirement Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Credit Union National Association Inc. Retirement Pension Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Credit Union National Association Inc. Retirement Pension Plan reported net income fell from -$4M in the plan year 2022 filing to -$23M in the plan year 2023 filing.
- Credit Union National Association Inc. Retirement Pension Plan reported participants fell from 59 in the plan year 2022 filing to 55 in the plan year 2023 filing.
DOL schedule card
Filing strip 237065623 · Credit Union National Association Inc. PY 2023 · Defined Benefit (Pension)
Credit Union National Association Inc. Retirement Pension Plan · N/A · 55
- VS-ST N/A
- BOY 55
- SCH PY 2023
- EBSA Defined Benefit (Pension)
- PART near The Toledo Newspaper Unions Blade Pension Plan
- TYPE -$23M
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 →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$23M |
| Employer EIN | 237065623 |
| Plan Effective Date | 1961-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Credit Union National Association Inc.)
Sponsor-wide plan assets over time
All Credit Union National Association Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $147M 8.700558340083873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 296 | $135M |
| 2023 | 2 | 301 | $127M |
| 2024 | 2 | 322 | $147M |
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 $3.3B · 8,348
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.3B · 9,960
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,368
- Harley-Davidson Retirement Plan $1.9B · 1,560
- Rockwell Automation Pension Plan $1.8B · 2,136
Credit Union National Association Inc. Retirement Pension Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by covered participants is The Toledo Newspaper Unions Blade Pension Plan in OH (55 participants; this filing: 55 participants).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.