Defined Benefit (Pension) · DOL Form 5500 · 2023

Service Federal Credit Union Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
390
Participants Below avg headcount
86th
Percentile by assets National rank
$136,229
Avg per participant Near avg balance/head
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Official DOL plan name: Service Federal Credit Union Retirement Pension Plan · Sponsored by Service Federal Credit Union · New Hampshire · Finance & Insurance

$53M in assets, 390 participants

Service Federal Credit Union's Service Federal Credit Union Retirement Pension Plan reported $53M in total assets and 390 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,972 in Finance & Insurance (8,869 peers)

Where Service Federal Credit Union Retirement Pension Plan sits by assets

Service Federal Credit Union Retirement Pension Plan sits in the top quartile of all filed plans by assets, $53M for 390 participants (~$136,229/participant), up 12.2% in 2023.

#6,972
in Finance & Insurance (8,869 peers)
+12.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

Service Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$53,129,265 Top 14% higher than 86% 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

Service Federal Credit Union Retirement 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. Service Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (390 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Service Federal Credit Union Retirement Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Service Federal Credit Union Retirement Pension Plan end-of-year assets rose from $47M in the plan year 2022 filing to $53M in the plan year 2023 filing.
  • Service Federal Credit Union Retirement Pension Plan reported participants fell from 417 in the plan year 2022 filing to 390 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020240752 · Service Federal Credit Union PY 2023 · Defined Benefit (Pension)

Service Federal Credit Union Retirement Pension Plan · $53M · 390 · 86th

  • BOY $53M
  • SCH 390
  • EBSA 86th
  • PART Defined Benefit (Pension)
  • TYPE near The Frick Collection Employees Retirement Plan
  • NET ind #6972

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 Hampshire →

Service Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Duck River Electric Membership Corporation Retirement PlanDuck River Electric Membersh…$53MThe Frick Collection Employees Retirement PlanThe Frick Collection Employe…$53MMitsubishi Motors NA, Inc - Mfg Div Pension Plan for StaffMitsubishi Motors NA, Inc - …$53MService Federal Credit Union Retirement Pension PlanService Federal Credit Union…$53MVassar College Defined Benefit Pension PlanVassar College Defined Benef…$53M
End-of-year total assets ($M) among Service Federal Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$53M
Net Income$6M
Employer EIN020240752
Plan Effective Date1967-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Service Federal Credit Union)

Sponsor-wide plan assets over time

All Service Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$168M 46.485190304458314% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $115M $168M ▲ +46.5%
Year Plans Participants Total Assets
2022 2 1,301 $115M
2023 2 1,331 $144M
2024 2 1,336 $168M

Nearby Defined Benefit (Pension) Plans in New Hampshire

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

Service Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 01000200030004000 0200400600800 Total assets ($M) Participants Service Federal Credit Union Retirement Pension Plan, Total assets ($M): 53.129265 · Participants: 390Service Federal Credit Union Retirement Pension PlanPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 625.683263 · Participants: 1514Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 379.810141 · Participants: 3425Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 277.808703 · Participants: 520Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 221.250544 · Participants: 397Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 220.988013 · Participants: 275Osram Sylvania Pension Plan
Service Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Service Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is The Frick Collection Employees Retirement Plan in NY ($53M); by covered participants it is Plumbers & Pipefitters Local 162 Pension Fund in OH (390 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (390 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 Service Federal Credit Union Retirement Pension Plan assets move in 2023? ▼
Service Federal Credit Union Retirement Pension Plan grew at a solid clip - up 12.2% during 2023, from $47M to $53M. Reported net income was $6M.
How have Service Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Service Federal Credit Union's sponsor-wide assets grew 46.5%, from $115M to $168M.
Where does Service Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Service Federal Credit Union Retirement Pension Plan ranks in the 86th 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 Service Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Frick Collection Employees Retirement Plan in NY ($53M, 184 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Service Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Plumbers & Pipefitters Local 162 Pension Fund in OH (390 participants, $80M 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 020240752.

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.