Defined Benefit (Pension) · DOL Form 5500 · 2023

City and County Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
76
Participants Small participant base
64th
Percentile by assets National rank
$169,339
Avg per participant Above avg balance/head
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Official DOL plan name: City and County Credit Union Pension Plan · Sponsored by City and County Credit Union · Minnesota · Finance & Insurance

$13M in assets, 76 participants

City and County Credit Union's City and County Credit Union Pension Plan reported $13M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,349 in Finance & Insurance (8,869 peers)

City and County Credit Union multi-year trail

City and County Credit Union's plans moved +19.9% in assets from 2022 to 2024; this filing shows City and County Credit Union Pension Plan at $13M / 76 participants.

#4,349
in Finance & Insurance (8,869 peers)
+14.2%
assets growth YoY

City and County Credit Union Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

City and County Credit Union Pension Plan vs every filed plan by assets

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

$12,869,733 Top 36% higher than 64% 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

City and County Credit Union Pension Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City and County Credit Union Pension Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • City and County Credit Union Pension Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • City and County Credit Union Pension Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • City and County Credit Union Pension Plan reported participants rose from 73 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 410191495 · City and County Credit Union PY 2023 · Defined Benefit (Pension)

City and County Credit Union Pension Plan · $13M · 76 · 64th

  • NET $13M
  • NET 76
  • NET 64th
  • NET Defined Benefit (Pension)
  • NET near Hospital General Menonita Employees' Pension Plan
  • NET ind #4349

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 Minnesota →

City and County Credit Union Pension Plan in the asset neighbourhood

Unifrax Hourly Defined Benefit Pension PlanUnifrax Hourly Defined Benef…$13MCity and County Credit Union Pension PlanCity and County Credit Union…$13MHospital General Menonita Employees' Pension PlanHospital General Menonita Em…$13MNorth Dakota Farmers Union Pension PlanNorth Dakota Farmers Union P…$13MLacrosse Footwear, Inc. Pension PlanLacrosse Footwear, Inc. Pens…$13M
End-of-year total assets ($M) among City and County Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

City and County Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All City and County Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 19.870677098303982% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.6M $23.5M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 199 $20M
2023 2 214 $22M
2024 2 223 $23M

City and County Credit Union filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN410191495
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Minnesota

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

City and County Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants City and County Credit Union Pension Plan, Total assets ($B): 0.012869733 · Participants: 76City and County Credit Union Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
City and County Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare City and County Credit Union Pension Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Hospital General Menonita Employees' Pension Plan in PR ($13M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 City and County Credit Union Pension Plan assets move in 2023? ▼
City and County Credit Union Pension Plan grew at a solid clip - up 14.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have City and County Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), City and County Credit Union's sponsor-wide assets grew 19.9%, from $20M to $23M.
Which Defined Benefit (Pension) plans are similar in size to City and County Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Hospital General Menonita Employees' Pension Plan in PR ($13M, 149 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to City and County Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Renasant Bank Amended and Restated Pension Plan in MS (76 participants, $20M 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 410191495.

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.