Defined Benefit (Pension) · DOL Form 5500 · 2023
United Nations Federal Credit Union Pension Plan
Data updated 2026-08-25
- $133M
- Total assets Near avg plan size
- 555
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $240,317
- Avg per participant Above avg balance/head
Official DOL plan name: United Nations Federal Credit Union Cash Balance Retirement Pension Plan · Sponsored by United Nations Federal Credit Union · New York · Finance & Insurance
$133M in assets, 555 participants
United Nations Federal Credit Union's United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported $133M in total assets and 555 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,889 in Finance & Insurance (8,869 peers)
Where United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits by assets
United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits in the top 10% of all filed plans by assets, $133M for 555 participants (~$240,317/participant), up 27.8% in 2023.
- #7,889
- in Finance & Insurance (8,869 peers)
- +27.8%
- assets growth YoY
- 1.3×
- vs typical plan assets (national mean)
United Nations Federal Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets
United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$133,375,691 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Nations Federal Credit Union Cash Balance Retirement Pension 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. United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (555 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported net income rose from -$21M in the plan year 2022 filing to $29M in the plan year 2023 filing.
- United Nations Federal Credit Union Cash Balance Retirement Pension Plan end-of-year assets rose from $104M in the plan year 2022 filing to $133M in the plan year 2023 filing.
- United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported participants rose from 527 in the plan year 2022 filing to 555 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 131628594 · United Nations Federal Credit Union PY 2023 · Defined Benefit (Pension)
United Nations Federal Credit Union Cash Balance Retirement Pension Plan · $133M · 555 · 93rd
- SCH $133M
- SCH 555
- SCH 93rd
- SCH Defined Benefit (Pension)
- SCH near Employees' Retirement Plan of Acf Industries, LLC
- SCH ind #7889
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 New York →
United Nations Federal Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $104M |
|---|---|
| Net Assets (End of Year) | $133M |
| Net Income | $29M |
| Employer EIN | 131628594 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Nations Federal Credit Union)
Sponsor-wide plan assets over time
All United Nations Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $303M 36.80977327644464% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,137 | $222M |
| 2023 | 2 | 1,187 | $274M |
| 2024 | 2 | 1,338 | $303M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.0B · 14,881
- Consolidated Edison Retirement Plan $16.2B · 10,779
- 1199seiu Health Care Employees Pension Fund $16.2B · 107,582
- Pfizer Consolidated Pension Plan $11.0B · 9,616
- Pepsico Employees Retirement Plan I $7.6B · 12,289
United Nations Federal Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Employees' Retirement Plan of Acf Industries, LLC in MO ($133M); by covered participants it is Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees in CT (555 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($133M here).
Similar participant headcount
Nearest other-state filings by covered participants (555 participants); asset peers above are excluded.
- Knights of Columbus Retirement Plan for Non-Bargaining Unit Employees (CT) 555 · 0 off
- Landmark Credit Union Defined Benefit Plan and Trust (WI) 555 · 0 off
- Tufts Medical Center, Inc. Retirement Program - Defined Benefit Plan (MA) 555 · 0 off
- Sappi North America, Inc. Central Mills Employees' Retirement Plan (MA) 556 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.