Defined Benefit (Pension) · DOL Form 5500 · 2023

Commonwealth Credit Union Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
137
Participants Small participant base
87th
Percentile by assets National rank
$406,285
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Commonwealth Credit Union Pension Plan · Sponsored by Commonwealth Credit Union · Kentucky · Finance & Insurance

$56M in assets, 137 participants

Commonwealth Credit Union's Commonwealth Credit Union Pension Plan reported $56M in total assets and 137 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #7,050 in Finance & Insurance (8,869 peers)

Coverage in Kentucky

Commonwealth Credit Union Pension Plan covers 137 participants in Kentucky, about 21% of the average Kentucky filer (state average ~647 per filing). Assets: $56M.

#7,050
in Finance & Insurance (8,869 peers)
+13.6%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Commonwealth Credit Union Pension Plan's outsized position by total assets

Commonwealth Credit Union Pension Plan vs every filed plan by assets

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

$55,661,055 Top 13% higher than 87% 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

Commonwealth 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. Commonwealth Credit Union Pension Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Commonwealth Credit Union Pension Plan reported net income rose from -$10M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Commonwealth Credit Union Pension Plan end-of-year assets rose from $49M in the plan year 2022 filing to $56M in the plan year 2023 filing.
  • Commonwealth Credit Union Pension Plan reported participants fell from 144 in the plan year 2022 filing to 137 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 610671028 · Commonwealth Credit Union PY 2023 · Defined Benefit (Pension)

Commonwealth Credit Union Pension Plan · $56M · 137 · 87th

  • BOOK $56M
  • VS-ST 137
  • BOY 87th
  • SCH Defined Benefit (Pension)
  • EBSA near The Spirax Sarco, Inc. Pension Plan
  • PART ind #7050

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 Kentucky →

Commonwealth Credit Union Pension Plan in the asset neighbourhood

Northwestern Energy Sd/Ne Pension PlanNorthwestern Energy Sd/Ne Pe…$56MPension Plan for Hourly Employees of Alstom Power IncPension Plan for Hourly Empl…$56MCommonwealth Credit Union Pension PlanCommonwealth Credit Union Pe…$56MThe Spirax Sarco, Inc. Pension PlanThe Spirax Sarco, Inc. Pensi…$56MThe Musical Arts Association Retirement PlanThe Musical Arts Association…$56M
End-of-year total assets ($M) among Commonwealth Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$56M
Net Income$7M
Employer EIN610671028
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Commonwealth Credit Union)

Sponsor-wide plan assets over time

All Commonwealth Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$79M 2.7930531942596986% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $76.9M $79.1M ▲ +2.8%
Year Plans Participants Total Assets
2022 3 776 $77M
2023 3 815 $90M
2024 2 487 $79M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 00.511.5 Total assets ($B) Participants Commonwealth Credit Union Pension Plan, Total assets ($B): 0.055661055 · Participants: 137Commonwealth Credit Union Pension PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Commonwealth Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Commonwealth Credit Union Pension Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is The Spirax Sarco, Inc. Pension Plan in SC ($56M); by covered participants it is Wcirb of California Retirement Plan in CA (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Commonwealth Credit Union Pension Plan assets move in 2023? ▼
Commonwealth Credit Union Pension Plan grew at a solid clip - up 13.6% during 2023, from $49M to $56M. Reported net income was $7M.
How have Commonwealth Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Commonwealth Credit Union's sponsor-wide assets grew 2.8%, from $77M to $79M.
Where does Commonwealth Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Commonwealth Credit Union Pension Plan ranks in the 87th 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 Commonwealth Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Spirax Sarco, Inc. Pension Plan in SC ($56M, 208 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Commonwealth Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wcirb of California Retirement Plan in CA (137 participants, $68M 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 610671028.

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.