Defined Benefit (Pension) · DOL Form 5500 · 2023

Bethpage Federal Credit Union Pension Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
183
Participants Below avg headcount
92nd
Percentile by assets National rank
$575,254
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Bethpage Federal Credit Union Pension Plan · Sponsored by Bethpage Federal Credit Union · New York · Finance & Insurance

$105M in assets, 183 participants

Bethpage Federal Credit Union's Bethpage Federal Credit Union Pension Plan reported $105M in total assets and 183 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,728 in Finance & Insurance (8,869 peers)

Coverage in New York

Bethpage Federal Credit Union Pension Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $105M.

#7,728
in Finance & Insurance (8,869 peers)
+7.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Bethpage Federal Credit Union Pension Plan's outsized position by total assets

Bethpage Federal Credit Union Pension Plan vs every filed plan by assets

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

$105,271,520 Top 8% higher than 92% 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

Bethpage Federal 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. Bethpage Federal Credit Union Pension Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bethpage Federal Credit Union Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Bethpage Federal Credit Union Pension Plan reported participants fell from 200 in the plan year 2022 filing to 183 in the plan year 2023 filing.
  • Bethpage Federal Credit Union Pension Plan end-of-year assets rose from $98M in the plan year 2022 filing to $105M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 111525965 · Bethpage Federal Credit Union PY 2023 · Defined Benefit (Pension)

Bethpage Federal Credit Union Pension Plan · $105M · 183 · 92nd

  • SCH $105M
  • SCH 183
  • SCH 92nd
  • SCH Defined Benefit (Pension)
  • SCH near Tate & Lyle Hourly Pension Plan
  • SCH ind #7728

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 →

Bethpage Federal Credit Union Pension Plan in the asset neighbourhood

Precoat Pension Plan$105MCwc Castings Div of Textron, Inc. Hry-Rated Ees' Pen PlanCwc Castings Div of Textron,…$105MTate & Lyle Hourly Pension PlanTate & Lyle Hourly Pension P…$105MBethpage Federal Credit Union Pension PlanBethpage Federal Credit Unio…$105MSantafe Healthcare, Inc. Pension PlanSantafe Healthcare, Inc. Pen…$105M
End-of-year total assets ($M) among Bethpage Federal Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$105M
Net Income$8M
Employer EIN111525965
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Bethpage Federal Credit Union)

Sponsor-wide plan assets over time

All Bethpage Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$221M 25.417833045639615% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $176M $221M ▲ +25.4%
Year Plans Participants Total Assets
2022 2 914 $176M
2023 2 919 $199M
2024 2 954 $221M

Nearby Defined Benefit (Pension) Plans in New York

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

Bethpage Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Bethpage Federal Credit Union Pension Plan, Total assets ($B): 0.10527152 · Participants: 183Bethpage Federal Credit Union Pension PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Bethpage Federal Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Bethpage Federal Credit Union Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Tate & Lyle Hourly Pension Plan in IL ($105M); by covered participants it is Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan in TX (183 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Bethpage Federal Credit Union Pension Plan assets move in 2023? ▼
Bethpage Federal Credit Union Pension Plan grew at a solid clip - up 7.7% during 2023, from $98M to $105M. Reported net income was $8M.
How have Bethpage Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bethpage Federal Credit Union's sponsor-wide assets grew 25.4%, from $176M to $221M.
Where does Bethpage Federal Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Bethpage Federal Credit Union Pension Plan ranks in the 92nd 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 Bethpage Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tate & Lyle Hourly Pension Plan in IL ($105M, 267 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Bethpage Federal Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan in TX (183 participants, $239M 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 111525965.

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.