Defined Benefit (Pension) · DOL Form 5500 · 2023

Visions Federal Credit Union Pension Plan

Data updated 2026-08-11

$135M
Total assets: 606
Participants: 93rd
Percentile by assets: $222,392
Avg per participant

Official DOL plan name: Visions Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Visions Federal Credit Union · New York · Finance & Insurance

$135M in assets, 606 participants

Visions Federal Credit Union's Visions Federal Credit Union Defined Benefit Plan and Trust reported $135M in total assets and 606 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.

93rd percentile by assets (of 127,072 plans)
#7,896 in Finance & Insurance (8,869 peers)

Where Visions Federal Credit Union Defined Benefit Plan and Trust sits by assets

Visions Federal Credit Union Defined Benefit Plan and Trust sits in the top 10% of all filed plans by assets, $135M for 606 participants (~$222,392/participant), up 12.5% in 2023.

$135M
total plan assets (2023 EOY): 606
covered participants: 93rd
percentile by assets (of 127,072 plans): $222,392
avg assets per participant

Where Visions Federal Credit Union Defined Benefit Plan and Trust sits by total assets

Visions Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$134,769,714 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

Visions Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$19M in the plan year 2022 filing to $15M in the plan year 2023 filing.
Visions Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $120M in the plan year 2022 filing to $135M in the plan year 2023 filing.
Visions Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 569 in the plan year 2022 filing to 606 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

New York

Industry

Finance & Insurance

Visions Federal Credit Union Defined Benefit Plan and Trust vs the 2023 asset distribution

By assets, Visions Federal Credit Union Defined Benefit Plan and Trust outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$120M
Net Assets (End of Year)	$135M
Net Income	$15M
Employer EIN	160920502
Plan Effective Date	1981-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Visions Federal Credit Union)

Total plan assets by year, all Visions Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	1,256	$166M
2023	2	1,345	$192M
2024	2	1,510	$223M

Nearby Defined Benefit (Pension) Plans in New York

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

Visions Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

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

Compare Visions Federal Credit Union Defined Ben… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Visions Federal Credit Union Defined Benefit Plan and Trust by total assets, not by location.

Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan (NJ) $135M · 450
The Sherwin-Williams Company Employees' Pension Plan (OH) $135M · 990
Retirement Income Plan for Employees of the Chamber of Commerce of the United States of America (DC) $134M · 53
Phh Pension Plan (PA) $134M · 521

Frequently Asked Questions

How did Visions Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼

Visions Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 12.5% during 2023, from $120M to $135M. Reported net income was $15M.

How have Visions Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Visions Federal Credit Union's sponsor-wide assets grew 34.2%, from $166M to $223M.

Where does Visions Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼

Visions Federal Credit Union Defined Benefit Plan and Trust ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Visions Federal Credit Union Defined Benefit Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan in NJ ($135M, 450 participants).

Next read for Visions Federal Credit Union Defined Ben…

Scale reading

Ways to act on Visions Federal Credit Union Defined Benefit Plan and Trust's numbers.

By total assets, Visions Federal Credit Union Defined Benefit Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
Visions Federal Credit Union's sponsor-wide assets have grown 34.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 160920502.