Profit Sharing · DOL Form 5500 · 2023
Philadelphia Federal Credit Union Profit Sharing Plan
Data updated 2026-08-11
- $44M
- Total assets
- 252
- Participants
- 84th
- Percentile by assets
- $173,761
- Avg per participant
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.
- 84th percentile by assets (of 127,072 plans)
- #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.
- $44M
- total plan assets (2023 EOY)
- 252
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $173,761
- avg assets per participant
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.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Philadelphia Federal Credit Union Capital Accumulation Plan reports 252 participants - about 31% of that state average ($44M EOY assets).
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)
| 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.
Philadelphia Federal Credit Union Capital Accumulation Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Philadelphia Federal Credit Union Capital Accumulation Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Philadelphia Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
How have Philadelphia Federal Credit Union plan assets changed over time? ▼
Where does Philadelphia Federal Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Philadelphia Federal Credit Union Capital Accumulation Plan? ▼
Next read for Philadelphia Federal Credit Union Capita…
Filing takeaways
Ways to act on Philadelphia Federal Credit Union Capital Accumulation Plan's numbers.
- By total assets, Philadelphia Federal Credit Union Capital Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
- Philadelphia Federal Credit Union's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Finance & Insurance plans