Defined Benefit (Pension) · DOL Form 5500 · 2023

Teg Federal Credit Union Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
104
Participants Small participant base
68th
Percentile by assets National rank
$146,842
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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

$15M in assets, 104 participants

Teg Federal Credit Union's Teg Federal Credit Union Retirement Pension Plan reported $15M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,678 in Finance & Insurance (8,869 peers)

Coverage in New York

Teg Federal Credit Union Retirement Pension Plan covers 104 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $15M.

#4,678
in Finance & Insurance (8,869 peers)
+14.1%
assets growth YoY

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

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

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

$15,271,516 Top 32% higher than 68% 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

Teg 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. Teg Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Teg Federal Credit Union Retirement Pension Plan reported net income rose from -$981K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Teg Federal Credit Union Retirement Pension Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 146077731 · Teg Federal Credit Union PY 2023 · Defined Benefit (Pension)

Teg Federal Credit Union Retirement Pension Plan · $15M · 104 · 68th

  • SCH $15M
  • EBSA 104
  • PART 68th
  • TYPE Defined Benefit (Pension)
  • NET near Instrumentation Laboratory Retirement Plan
  • BOOK ind #4678

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 →

Teg Federal Credit Union Retirement Pension Plan in the asset neighbourhood

York International Corporation Pension Plan Number FifteenYork International Corporati…$15MTacoma Millmen's Pension Plan$15MRetirement Plan for Employees of Evraz Stratcor Inc.Retirement Plan for Employee…$15MTeg Federal Credit Union Retirement Pension PlanTeg Federal Credit Union Ret…$15MInstrumentation Laboratory Retirement PlanInstrumentation Laboratory R…$15M
End-of-year total assets ($M) among Teg Federal Credit Union Retirement 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)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN146077731
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teg Federal Credit Union)

Sponsor-wide plan assets over time

All Teg Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.930212939021416% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.7M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 216 $17M
2023 2 220 $20M
2024 2 307 $24M

Nearby Defined Benefit (Pension) Plans in New York

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

Teg Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Teg Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.015271516 · Participants: 104Teg Federal Credit Union Retirement 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
Teg Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Teg Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

Teg Federal Credit Union Retirement 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 Instrumentation Laboratory Retirement Plan in MA ($15M); by covered participants it is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Teg Federal Credit Union Retirement Pension Plan assets move in 2023? ▼
Teg Federal Credit Union Retirement Pension Plan grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Teg Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teg Federal Credit Union's sponsor-wide assets grew 38.9%, from $17M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Teg Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Instrumentation Laboratory Retirement Plan in MA ($15M, 97 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teg Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants, $16M 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 146077731.

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.