Defined Benefit (Pension) · DOL Form 5500 · 2022

Central One Federal Credit Union Pension Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
106
Participants Small participant base
76th
Percentile by assets National rank
$175,536
Avg per participant Above avg balance/head
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Official DOL plan name: Cofcu Cash Balance Defined Benefit Plan and Trust · Sponsored by Central One Federal Credit Union · Massachusetts · Finance & Insurance

$19M in assets, 106 participants

Central One Federal Credit Union's Cofcu Cash Balance Defined Benefit Plan and Trust reported $19M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,780 in Finance & Insurance (9,261 peers)

Coverage in Massachusetts

Cofcu Cash Balance Defined Benefit Plan and Trust covers 106 participants in Massachusetts, about 16% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#5,780
in Finance & Insurance (9,261 peers)
+7.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Cofcu Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Cofcu Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$18,606,842 Top 24% higher than 76% 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

Cofcu Cash Balance Defined Benefit Plan and Trust 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. Cofcu Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (106 participants).

EBSA filing schedule strip

Filing strip 042158611 · Central One Federal Credit Union PY 2022 · Defined Benefit (Pension)

Cofcu Cash Balance Defined Benefit Plan and Trust · $19M · 106 · 76th

  • IND $19M
  • IND 106
  • IND 76th
  • IND Defined Benefit (Pension)
  • IND near Harnett Health System, Inc. Employees' Pension Plan
  • IND ind #5780

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 Massachusetts →

Cofcu Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

The Russell Medical Center Retirement PlanThe Russell Medical Center R…$19MCofcu Cash Balance Defined Benefit Plan and TrustCofcu Cash Balance Defined B…$19MHarnett Health System, Inc. Employees' Pension PlanHarnett Health System, Inc. …$19MState Employees Credit Union of New Mexico Cash Balance Defined Benefit Plan and TrustState Employees Credit Union…$19MRiviana Foods Inc. Retirement PlanRiviana Foods Inc. Retiremen…$19M
End-of-year total assets ($M) among Cofcu Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN042158611
Plan Effective Date1964-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Central One Federal Credit Union)

Sponsor-wide plan assets over time

All Central One Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$44M 31.79662808094156% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.3M $43.9M ▲ +31.8%
Year Plans Participants Total Assets
2022 2 227 $33M
2023 2 221 $39M
2024 2 244 $44M

Nearby Defined Benefit (Pension) Plans in Massachusetts

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

Cofcu Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Cofcu Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.018606842 · Participants: 106Cofcu Cash Balance Defined Benefit Plan and TrustConsolidated Cash Balance Program of Mass General Brigham and Member Organizations, Total assets ($B): 9.07532048 · Participants: 55495Consolidated Cash Balance Program of Mass General Brigham and Member OrganizationsLiberty Mutual Retirement Benefit Plan, Total assets ($B): 6.756596242 · Participants: 33087Liberty Mutual Retirement Benefit PlanMassachusetts Institute of Technology Basic Retirement Plan, Total assets ($B): 5.281152611 · Participants: 11835Massachusetts Institute of Technology Basic Retirement PlanN. Atlantic States Carp. Pension Fund, Total assets ($B): 4.758508912 · Participants: 17323N. Atlantic States Carp. Pension FundN. Atlantic States Carp. Guaranteed Annuity Fund, Total assets ($B): 3.594095954 · Participants: 10962N. Atlantic States Carp. Guaranteed Annuity Fund
Cofcu Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Massachusetts, assets vs. participants
Compare Cofcu Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Massachusetts, the nearest Defined Benefit (Pension) by assets is Harnett Health System, Inc. Employees' Pension Plan in NC ($19M); by covered participants it is Philadelphia Marine Trade Association International Longshoremen's Association Pension Fund in PA (106 participants). Same-state nearby plans are listed separately above.

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 Cofcu Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Cofcu Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 7.8% during 2022, from $17M to $19M. Reported net income was $1M.
How have Central One Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Central One Federal Credit Union's sponsor-wide assets grew 31.8%, from $33M to $44M.
Where does Cofcu Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Cofcu Cash Balance Defined Benefit Plan and Trust ranks in the 76th 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 Cofcu Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Harnett Health System, Inc. Employees' Pension Plan in NC ($19M, 177 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cofcu Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Philadelphia Marine Trade Association International Longshoremen's Association Pension Fund in PA (106 participants, $96M 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 042158611.

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.