Defined Benefit (Pension) · DOL Form 5500 · 2023

Air Force Federal Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
82
Participants Small participant base
75th
Percentile by assets National rank
$272,449
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Air Force Federal Credit Union Retirement Plan and Trust · Sponsored by Air Force Federal Credit Union · Texas · Finance & Insurance

$22M in assets, 82 participants

Air Force Federal Credit Union's Air Force Federal Credit Union Retirement Plan and Trust reported $22M in total assets and 82 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #5,485 in Finance & Insurance (8,869 peers)

Where Air Force Federal Credit Union Retirement Plan and Trust sits by assets

Air Force Federal Credit Union Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $22M for 82 participants (~$272,449/participant), up 8.5% in 2023.

#5,485
in Finance & Insurance (8,869 peers)
+8.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Air Force Federal Credit Union Retirement Plan and Trust's outsized position by total assets

Air Force Federal Credit Union Retirement Plan and Trust vs every filed plan by assets

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

$22,340,827 Top 25% higher than 75% 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

Air Force Federal Credit Union Retirement Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Air Force Federal Credit Union Retirement Plan and Trust is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Air Force Federal Credit Union Retirement Plan and Trust reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Air Force Federal Credit Union Retirement Plan and Trust reported participants fell from 100 in the plan year 2022 filing to 82 in the plan year 2023 filing.
  • Air Force Federal Credit Union Retirement Plan and Trust end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741181644 · Air Force Federal Credit Union PY 2023 · Defined Benefit (Pension)

Air Force Federal Credit Union Retirement Plan and Trust · $22M · 82 · 75th

  • IND $22M
  • IND 82
  • IND 75th
  • IND Defined Benefit (Pension)
  • IND near The California Endowment Cash Balance Plan
  • IND ind #5485

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 Texas →

Air Force Federal Credit Union Retirement Plan and Trust in the asset neighbourhood

UAW Black Lake Employees Pension PlanUAW Black Lake Employees Pen…$22MAir Force Federal Credit Union Retirement Plan and TrustAir Force Federal Credit Uni…$22MThe California Endowment Cash Balance PlanThe California Endowment Cas…$22MCentral Steel & Wire Company Retirement PlanCentral Steel & Wire Company…$22MIndian Head Industries Inc. Employees Retirement PlanIndian Head Industries Inc. …$22M
End-of-year total assets ($M) among Air Force Federal Credit Union Retirement Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN741181644
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Air Force Federal Credit Union)

Sponsor-wide plan assets over time

All Air Force Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$27M 17.568725167626656% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $22.9M $26.9M ▲ +17.5%
Year Plans Participants Total Assets
2022 2 229 $23M
2023 2 183 $25M
2024 2 181 $27M

Nearby Defined Benefit (Pension) Plans in Texas

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

Air Force Federal Credit Union Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Air Force Federal Credit Union Retirement Plan and Trust, Total assets ($B): 0.022340827 · Participants: 82Air Force Federal Credit Union Retirement Plan and TrustAT&T Pension Benefit Plan, Total assets ($B): 30.018512 · Participants: 107859AT&T Pension Benefit PlanShell Pension Plan, Total assets ($B): 15.133347097 · Participants: 12215Shell Pension PlanExxonmobil Pension Plan, Total assets ($B): 12.015 · Participants: 22551Exxonmobil Pension PlanCaterpillar Inc. Retirement Income Plan, Total assets ($B): 9.803014695 · Participants: 12138Caterpillar Inc. Retirement Income PlanBp Retirement Accumulation Plan, Total assets ($B): 5.493677099 · Participants: 9360Bp Retirement Accumulation Plan
Air Force Federal Credit Union Retirement Plan and Trust vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants
Compare Air Force Federal Credit Union Retirement Plan and Trust side-by-side with 3 peers →

Air Force Federal Credit Union Retirement Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Texas, the nearest Defined Benefit (Pension) by assets is The California Endowment Cash Balance Plan in CA ($22M); by covered participants it is Great Plains Communications LLC & Adopting Affiliates Employees' Pension Plan in NE (82 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Air Force Federal Credit Union Retirement Plan and Trust assets move in 2023? ▼
Air Force Federal Credit Union Retirement Plan and Trust grew at a solid clip - up 8.5% during 2023, from $21M to $22M. Reported net income was $2M.
How have Air Force Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Air Force Federal Credit Union's sponsor-wide assets grew 17.6%, from $23M to $27M.
Where does Air Force Federal Credit Union Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
Air Force Federal Credit Union Retirement Plan and Trust ranks in the 75th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Air Force Federal Credit Union Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The California Endowment Cash Balance Plan in CA ($22M, 121 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Air Force Federal Credit Union Retirement Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Great Plains Communications LLC & Adopting Affiliates Employees' Pension Plan in NE (82 participants, $25M 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 741181644.

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.