Defined Benefit (Pension) · DOL Form 5500 · 2023

Nuvision Federal Credit Union Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
39
Participants Small participant base
60th
Percentile by assets National rank
$275,915
Avg per participant High balance/head
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Official DOL plan name: Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union · Sponsored by Nuvision Federal Credit Union · California · Finance & Insurance

$11M in assets, 39 participants

Nuvision Federal Credit Union's Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union reported $11M in total assets and 39 participants in its 2023 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.

  • #3,985 in Finance & Insurance (8,869 peers)

Nuvision Federal Credit Union multi-year trail

Nuvision Federal Credit Union's plans moved +19.6% in assets from 2022 to 2024; this filing shows Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union at $11M / 39 participants.

#3,985
in Finance & Insurance (8,869 peers)
+2.8%
assets growth YoY

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union's mid-pack asset rank among Finance & Insurance and all filers

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union vs every filed plan by assets

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

$10,760,703 Top 40% higher than 60% 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

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union reported net income rose from -$3M in the plan year 2022 filing to $289K in the plan year 2023 filing.
  • Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union reported participants fell from 40 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 951644517 · Nuvision Federal Credit Union PY 2023 · Defined Benefit (Pension)

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union · $11M · 39 · 60th

  • 5500 $11M
  • ASSETS 39
  • PCT 60th
  • EIN Defined Benefit (Pension)
  • RANK near Frisch's Restaurants, Inc. Pension Plan
  • PHOTO ind #3985

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 California →

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union in the asset neighbourhood

Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169Ret Pl for Barg Ees of Nevad…$11MThe Pension Trust Estate for Shopmen's Local Union No. 473The Pension Trust Estate for…$11MEmployees' Defined Benefit Pension Plan of Nuvision Federal Credit UnionEmployees' Defined Benefit P…$11MFrisch's Restaurants, Inc. Pension PlanFrisch's Restaurants, Inc. P…$11MAzdel, Inc. Retirement Plan$11M
End-of-year total assets ($M) among Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Nuvision Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Nuvision Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 19.616333910896177% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $65.2M $78M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 553 $65M
2023 2 539 $73M
2024 2 543 $78M

Nuvision Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$289K
Employer EIN951644517
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union, Total assets ($B): 0.010760703 · Participants: 39Employees' Defined Benefit Pension Plan of Nuvision Federal Credit UnionKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union side-by-side with 3 peers →

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Frisch's Restaurants, Inc. Pension Plan in OH ($11M); by covered participants it is The Duke Endowment Employees' Retirement Plan in NC (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union assets move in 2023? ▼
Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union edged up modestly - up 2.8% during 2023, from $10M to $11M. Reported net income was $289K.
How have Nuvision Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nuvision Federal Credit Union's sponsor-wide assets grew 19.6%, from $65M to $78M.
Which Defined Benefit (Pension) plans are similar in size to Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Frisch's Restaurants, Inc. Pension Plan in OH ($11M, 166 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Duke Endowment Employees' Retirement Plan in NC (39 participants, $20M 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 951644517.

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.