Defined Benefit (Pension) · DOL Form 5500 · 2023

The People's Credit Union Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
36
Participants Small participant base
66th
Percentile by assets National rank
$390,477
Avg per participant High balance/head
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Official DOL plan name: The People's Credit Union Defined Benefit Plan and Trust · Sponsored by The People's Credit Union · Rhode Island · Finance & Insurance

$14M in assets, 36 participants

The People's Credit Union's The People's Credit Union Defined Benefit Plan and Trust reported $14M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,520 in Finance & Insurance (8,869 peers)

The People's Credit Union multi-year trail

The People's Credit Union's plans moved +18.8% in assets from 2022 to 2024; this filing shows The People's Credit Union Defined Benefit Plan and Trust at $14M / 36 participants.

#4,520
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

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

The People's Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$14,057,155 Top 34% higher than 66% of 127,068 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 2023

The People's Credit Union Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The People's Credit Union Defined Benefit Plan and Trust is a small filing (36 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The People's Credit Union Defined Benefit Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The People's Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $13M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • The People's Credit Union Defined Benefit Plan and Trust reported participants fell from 38 in the plan year 2022 filing to 36 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050198580 · The People's Credit Union PY 2023 · Defined Benefit (Pension)

The People's Credit Union Defined Benefit Plan and Trust · $14M · 36 · 66th

  • EOY $14M
  • EOY 36
  • EOY 66th
  • EOY Defined Benefit (Pension)
  • EOY near Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111
  • EOY ind #4520

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 Rhode Island →

The People's Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan for Hourly Rated Employees of Alma Products I, Inc.Retirement Plan for Hourly R…$14MSouthern States, LLC Salaried Employees' Retirement PlanSouthern States, LLC Salarie…$14MThe People's Credit Union Defined Benefit Plan and TrustThe People's Credit Union De…$14MArnot Ogden Medical Center Pension Plan for AFL-CIO Local 111Arnot Ogden Medical Center P…$14MThe North Ward Center, Inc. Retirement PlanThe North Ward Center, Inc. …$14M
End-of-year total assets ($M) among The People's Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

The People's Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All The People's Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$29M 18.798720519739387% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $24.8M $29.4M ▲ +18.8%
Year Plans Participants Total Assets
2022 2 153 $25M
2023 2 151 $28M
2024 2 153 $29M

The People's Credit Union filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN050198580
Plan Effective Date1962-04-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Rhode Island

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

The People's Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510152025 Total assets ($B) Participants The People's Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.014057155 · Participants: 36The People's Credit Union Defined Benefit Plan and TrustThe Bank of America Pension Plan, Total assets ($B): 19.18921965 · Participants: 56519The Bank of America Pension PlanTextron Master Retirement Plan, Total assets ($B): 5.244382313 · Participants: 7320Textron Master Retirement PlanFactory Mutual Insurance Company Pension Plan, Total assets ($B): 2.905288129 · Participants: 3478Factory Mutual Insurance Company Pension PlanBell Helicopter Textron Master Retirement Plan, Total assets ($B): 2.242403648 · Participants: 2800Bell Helicopter Textron Master Retirement PlanAmica Pension Fund, Total assets ($B): 1.772694319 · Participants: 2338Amica Pension Fund
The People's Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Rhode Island, assets vs. participants

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

Outside Rhode Island, the nearest Defined Benefit (Pension) by assets is Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111 in NY ($14M); by covered participants it is Maine Public Service Company Pension Plan in ME (36 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The People's Credit Union Defined Benefit Plan and Trust assets move in 2023?
The People's Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 8.0% during 2023, from $13M to $14M. Reported net income was $1M.
How have The People's Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), The People's Credit Union's sponsor-wide assets grew 18.8%, from $25M to $29M.
Which Defined Benefit (Pension) plans are similar in size to The People's Credit Union Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arnot Ogden Medical Center Pension Plan for AFL-CIO Local 111 in NY ($14M, 91 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The People's Credit Union Defined Benefit Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maine Public Service Company Pension Plan in ME (36 participants, $18M in assets).