Defined Benefit (Pension) · DOL Form 5500 · 2023
Visions Federal Credit Union Pension Plan
Data updated 2026-08-25
- $135M
- Total assets Near avg plan size
- 606
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $222,392
- Avg per participant Above avg balance/head
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.
- #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.
- #7,896
- in Finance & Insurance (8,869 peers)
- +12.5%
- assets growth YoY
- 1.4×
- vs typical plan assets (national mean)
Visions Federal Credit Union Defined Benefit Plan and Trust's outsized position 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 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. Visions Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (606 participants).
What changed between DOL Form 5500 filings
plan year 2022 → 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.
Form 5500 schedule snapshot
Filing strip 160920502 · Visions Federal Credit Union PY 2023 · Defined Benefit (Pension)
Visions Federal Credit Union Defined Benefit Plan and Trust · $135M · 606 · 93rd
- TYPE $135M
- NET 606
- BOOK 93rd
- VS-ST Defined Benefit (Pension)
- BOY near Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan
- SCH ind #7896
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 →
Visions Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Visions Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $223M 34.233926502588744% vs 2022
- 2024 filing year
| 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.
- 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
Visions Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Bricklayers & Allied Craftworkers Local No. 4 of New Jersey Pension Plan in NJ ($135M); by covered participants it is Zoological Society of San Diego Restated Pension Plan for Non-Union Employees in CA (606 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($135M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (606 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.