Defined Benefit (Pension) · DOL Form 5500 · 2023

Unify Financial Credit Union Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
271
Participants Below avg headcount
90th
Percentile by assets National rank
$322,135
Avg per participant High balance/head
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Official DOL plan name: Unify Financial Credit Union Pension Plan · Sponsored by Unify Financial Credit Union · California · Finance & Insurance

$87M in assets, 271 participants

Unify Financial Credit Union's Unify Financial Credit Union Pension Plan reported $87M in total assets and 271 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,549 in Finance & Insurance (8,869 peers)

Coverage in California

Unify Financial Credit Union Pension Plan covers 271 participants in California, about 43% of the average California filer (state average ~630 per filing). Assets: $87M.

#7,549
in Finance & Insurance (8,869 peers)
+9.5%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Unify Financial Credit Union Pension Plan's outsized position by total assets

Unify Financial Credit Union Pension Plan vs every filed plan by assets

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

$87,298,635 Top 10% higher than 90% 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

Unify Financial Credit Union 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. Unify Financial Credit Union Pension Plan sits mid-pack in the medium band (271 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Unify Financial Credit Union Pension Plan reported net income rose from -$22M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Unify Financial Credit Union Pension Plan end-of-year assets rose from $80M in the plan year 2022 filing to $87M in the plan year 2023 filing.
  • Unify Financial Credit Union Pension Plan reported participants fell from 297 in the plan year 2022 filing to 271 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 346541032 · Unify Financial Credit Union PY 2023 · Defined Benefit (Pension)

Unify Financial Credit Union Pension Plan · $87M · 271 · 90th

  • TYPE $87M
  • NET 271
  • BOOK 90th
  • VS-ST Defined Benefit (Pension)
  • BOY near Local 463 Pension Fund
  • SCH ind #7549

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 →

Unify Financial Credit Union Pension Plan in the asset neighbourhood

Orange Regional Medical Center Employees' Retirement PlanOrange Regional Medical Cent…$87MLocal No. 8 Retirement Fund$87MClub Employees Pension Fund$87MLocal 463 Pension Fund$87MUnify Financial Credit Union Pension PlanUnify Financial Credit Union…$87M
End-of-year total assets ($M) among Unify Financial Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$87M
Net Income$8M
Employer EIN346541032
Plan Effective Date1995-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Unify Financial Credit Union)

Sponsor-wide plan assets over time

All Unify Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$158M 21.63292838950567% vs 2022
2024 filing year
$120M$130M$140M$150M$160M$170M 202220232024 $130M $158M ▲ +21.6%
Year Plans Participants Total Assets
2022 2 845 $130M
2023 2 823 $147M
2024 2 780 $158M

Nearby Defined Benefit (Pension) Plans in California

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

Unify Financial Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Unify Financial Credit Union Pension Plan, Total assets ($B): 0.087298635 · Participants: 271Unify Financial Credit Union Pension PlanKaiser 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
Unify Financial Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Unify Financial Credit Union Pension Plan side-by-side with 3 peers →

Unify Financial Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Local 463 Pension Fund in NY ($87M); by covered participants it is Msg Entertainment Holdings, LLC Cash Balance Pension Plan in NY (271 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

Similar participant headcount

Nearest other-state filings by covered participants (271 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 Unify Financial Credit Union Pension Plan assets move in 2023? ▼
Unify Financial Credit Union Pension Plan grew at a solid clip - up 9.5% during 2023, from $80M to $87M. Reported net income was $8M.
How have Unify Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Unify Financial Credit Union's sponsor-wide assets grew 21.6%, from $130M to $158M.
Where does Unify Financial Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Unify Financial Credit Union Pension Plan ranks in the 90th 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 Unify Financial Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Local 463 Pension Fund in NY ($87M, 218 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Unify Financial Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Msg Entertainment Holdings, LLC Cash Balance Pension Plan in NY (271 participants, $115M 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 346541032.

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.