Money Purchase · DOL Form 5500 · 2023

Educational Systems Federal Credit Union Money Purchase Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
145
Participants Small participant base
65th
Percentile by assets National rank
$94,689
Avg per participant Below avg balance/head
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Official DOL plan name: Educational Systems Federal Credit Union Money Purchase Plan · Sponsored by Educational Systems Federal Credit Union · Maryland · Finance & Insurance

$14M in assets, 145 participants

Educational Systems Federal Credit Union's Educational Systems Federal Credit Union Money Purchase Plan reported $14M in total assets and 145 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #4,481 in Finance & Insurance (8,869 peers)

Coverage in Maryland

Educational Systems Federal Credit Union Money Purchase Plan covers 145 participants in Maryland, about 16% of the average Maryland filer (state average ~929 per filing). Assets: $14M.

#4,481
in Finance & Insurance (8,869 peers)
+12.5%
assets growth YoY

Educational Systems Federal Credit Union Money Purchase Plan's mid-pack asset rank among Finance & Insurance and all filers

Educational Systems Federal Credit Union Money Purchase Plan vs every filed plan by assets

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

$13,729,936 Top 35% higher than 65% 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

Educational Systems Federal Credit Union Money Purchase Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Educational Systems Federal Credit Union Money Purchase Plan sits mid-pack in the medium band (145 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Educational Systems Federal Credit Union Money Purchase Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Educational Systems Federal Credit Union Money Purchase Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 520695019 · Educational Systems Federal Credit Union PY 2023 · Money Purchase

Educational Systems Federal Credit Union Money Purchase Plan · $14M · 145 · 65th

  • 5500 $14M
  • ASSETS 145
  • PCT 65th
  • EIN Money Purchase
  • RANK near Hawaii Insulators Pension Plan
  • PHOTO ind #4481

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 Maryland →

Educational Systems Federal Credit Union Money Purchase Plan in the asset neighbourhood

Educational Systems Federal Credit Union Money Purchase PlanEducational Systems Federal …$14MHawaii Insulators Pension PlanHawaii Insulators Pension Pl…$14MLung Rose Voss & Wagnild Money Purchase Pension PlanLung Rose Voss & Wagnild Mon…$14MLaner Muchin Ltd Money Purchase Pension PlanLaner Muchin Ltd Money Purch…$14MAssociation of Public and Land-Grant Universities Aplu-DC PlanAssociation of Public and La…$14M
End-of-year total assets ($M) among Educational Systems Federal Credit Union Money Purchase Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN520695019
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Educational Systems Federal Credit Union)

Sponsor-wide plan assets over time

All Educational Systems Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$15M 23.88263480764478% vs 2022
2024 filing year
$11M$12M$13M$14M$15M$16M 202220232024 $12.2M $15.1M ▲ +23.8%
Year Plans Participants Total Assets
2022 1 146 $12M
2023 1 145 $14M
2024 1 172 $15M

Nearby Money Purchase Plans in Maryland

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Educational Systems Federal Credit Union Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -505101520 Total assets ($B) Participants Educational Systems Federal Credit Union Money Purchase Plan, Total assets ($B): 0.013729936 · Participants: 145Educational Systems Federal Credit Union Money Purchase PlanNational Electrical Annuity Plan, Total assets ($B): 15.807345093 · Participants: 84425National Electrical Annuity PlanThe Johns Hopkins University Applied Physics Laboratory Pension Plan a, Total assets ($B): 2.673002016 · Participants: 7852The Johns Hopkins University Applied Physics Laboratory Pension Plan aMeba Pension Trust-Money Purchase Benefit Plan, Total assets ($B): 0.26967278 · Participants: 2948Meba Pension Trust-Money Purchase Benefit PlanSeafarers Money Purchase Pension Plan, Total assets ($B): 0.154828727 · Participants: 7644Seafarers Money Purchase Pension PlanDefined Contribution Plan for the Employees of the American Institute of Physics, Total assets ($B): 0.131117321 · Participants: 230Defined Contribution Plan for the Employees of the American Institute of Physics
Educational Systems Federal Credit Union Money Purchase Plan vs. nearby Money Purchase plans in Maryland, assets vs. participants
Compare Educational Systems Federal Credit Union Money Purchase Plan side-by-side with 3 peers →

Educational Systems Federal Credit Union Money Purchase Plan's out-of-state Money Purchase peers by assets and headcount

Outside Maryland, the nearest Money Purchase by assets is Hawaii Insulators Pension Plan in HI ($14M); by covered participants it is Charter Oak Federal Credit Union Retirement Plan for Union Employees in CT (145 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (145 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.

Frequently Asked Questions

How did Educational Systems Federal Credit Union Money Purchase Plan assets move in 2023? ▼
Educational Systems Federal Credit Union Money Purchase Plan grew at a solid clip - up 12.5% during 2023, from $12M to $14M. Reported net income was $2M.
How have Educational Systems Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Educational Systems Federal Credit Union's sponsor-wide assets grew 23.9%, from $12M to $15M.
Which Money Purchase plans are similar in size to Educational Systems Federal Credit Union Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Hawaii Insulators Pension Plan in HI ($14M, 81 participants).
Which Money Purchase plans cover a similar participant headcount to Educational Systems Federal Credit Union Money Purchase Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Charter Oak Federal Credit Union Retirement Plan for Union Employees in CT (145 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520695019.

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.