Profit Sharing · DOL Form 5500 · 2023
Philadelphia Federal Credit Union Profit Sharing Plan
Data updated 2026-08-25
- $44M
- Total assets Below avg plan size
- 252
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $173,761
- Avg per participant Above avg balance/head
Official DOL plan name: Philadelphia Federal Credit Union Capital Accumulation Plan · Sponsored by Philadelphia Federal Credit Union · Pennsylvania · Finance & Insurance
$44M in assets, 252 participants
Philadelphia Federal Credit Union's Philadelphia Federal Credit Union Capital Accumulation Plan reported $44M in total assets and 252 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #6,708 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Philadelphia Federal Credit Union Capital Accumulation Plan covers 252 participants in Pennsylvania, about 31% of the average Pennsylvania filer (state average ~822 per filing). Assets: $44M.
- #6,708
- in Finance & Insurance (8,869 peers)
- +20.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Philadelphia Federal Credit Union Capital Accumulation Plan's outsized position by total assets
Philadelphia Federal Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$43,787,731 Top 16% higher than 84% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Philadelphia Federal Credit Union Capital Accumulation 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. Philadelphia Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (252 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Philadelphia Federal Credit Union Capital Accumulation Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Philadelphia Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $36M in the plan year 2022 filing to $44M in the plan year 2023 filing.
- Philadelphia Federal Credit Union Capital Accumulation Plan reported participants rose from 240 in the plan year 2022 filing to 252 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 231502500 · Philadelphia Federal Credit Union PY 2023 · Profit Sharing
Philadelphia Federal Credit Union Capital Accumulation Plan · $44M · 252 · 84th
- TYPE $44M
- NET 252
- BOOK 84th
- VS-ST Profit Sharing
- BOY near Food & Beverage Workers Union Local 23 & Employers Pension Plan
- SCH ind #6708
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 Pennsylvania →
Philadelphia Federal Credit Union Capital Accumulation Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $44M |
| Net Income | $7M |
| Employer EIN | 231502500 |
| Plan Effective Date | 1982-09-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Philadelphia Federal Credit Union)
Sponsor-wide plan assets over time
All Philadelphia Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 23.820861576254117% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 478 | $126M |
| 2023 | 2 | 502 | $143M |
| 2024 | 2 | 523 | $156M |
Nearby Profit Sharing Plans in Pennsylvania
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Eastern Atlantic States Carpenters Annuity Fund $2.1B · 17,441
- University of Pennsylvania Basic Plan $1.7B · 21,016
- International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.1B · 3,905
- Temple University Health System, Inc. Defined Contribution Retirement Plan $763M · 10,204
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $714M · 2,458
Philadelphia Federal Credit Union Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Food & Beverage Workers Union Local 23 & Employers Pension Plan in AZ ($44M); by covered participants it is Manning Building Supplies, Inc. Profit Sharing Plan in FL (252 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($44M here).
- Food & Beverage Workers Union Local 23 & Employers Pension Plan (AZ) $44M · 1,680
- 401(k) Profit Sharing Plan for Employees of Adapt Community Network (NY) $44M · 1,197
- Office of the Commissioner of Baseball Umpires' Defined Contribution Plan (NY) $44M · 63
- Tennant Related Companies Profit Sharing Plan and Trust (OR) $44M · 5
Similar participant headcount
Nearest other-state filings by covered participants (252 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.