Defined Benefit (Pension) · DOL Form 5500 · 2023

Philadelphia Federal Credit Union Pension Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
250
Participants Below avg headcount
91st
Percentile by assets National rank
$397,382
Avg per participant High balance/head
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Official DOL plan name: Philadelphia Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Philadelphia Federal Credit Union · Pennsylvania · Finance & Insurance

$99M in assets, 250 participants

Philadelphia Federal Credit Union's Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported $99M in total assets and 250 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,670 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Philadelphia Federal Credit Union Defined Benefit Plan and Trust covers 250 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $99M.

#7,670
in Finance & Insurance (8,869 peers)
+11.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Philadelphia Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$99,345,555 Top 9% higher than 91% 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

Philadelphia Federal Credit Union Defined Benefit Plan and Trust 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (250 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Philadelphia Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $89M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 238 in the plan year 2022 filing to 250 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231502500 · Philadelphia Federal Credit Union PY 2023 · Defined Benefit (Pension)

Philadelphia Federal Credit Union Defined Benefit Plan and Trust · $99M · 250 · 91st

  • EBSA $99M
  • PART 250
  • TYPE 91st
  • NET Defined Benefit (Pension)
  • BOOK near Plumbers & Steamfitters Local 118 Pension Plan
  • VS-ST ind #7670

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 Defined Benefit Plan and Trust in the asset neighbourhood

Teck American Incorporated Retirement PlanTeck American Incorporated R…$99MPhiladelphia Federal Credit Union Defined Benefit Plan and TrustPhiladelphia Federal Credit …$99MPlumbers & Steamfitters Local 118 Pension PlanPlumbers & Steamfitters Loca…$99MAbx Air, Inc. Retirement Income PlanAbx Air, Inc. Retirement Inc…$99MThe New York State Nurses Association Employees' Pension PlanThe New York State Nurses As…$99M
End-of-year total assets ($M) among Philadelphia Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$89M
Net Assets (End of Year)$99M
Net Income$10M
Employer EIN231502500
Plan Effective Date1969-01-01
Filing StatusFILING 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
$120M$130M$140M$150M$160M 202220232024 $126M $156M ▲ +23.8%
Year Plans Participants Total Assets
2022 2 478 $126M
2023 2 502 $143M
2024 2 523 $156M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Philadelphia Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.099345555 · Participants: 250Philadelphia Federal Credit Union Defined Benefit Plan and TrustNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Philadelphia Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Plumbers & Steamfitters Local 118 Pension Plan in WI ($99M); by covered participants it is Imerys USA, Inc. Retirement Growth Account Plan in GA (250 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (250 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 Philadelphia Federal Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Philadelphia Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 11.2% during 2023, from $89M to $99M. Reported net income was $10M.
How have Philadelphia Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Philadelphia Federal Credit Union's sponsor-wide assets grew 23.8%, from $126M to $156M.
Where does Philadelphia Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Philadelphia Federal Credit Union Defined Benefit Plan and Trust ranks in the 91st 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 Philadelphia Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Steamfitters Local 118 Pension Plan in WI ($99M, 267 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Philadelphia Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Imerys USA, Inc. Retirement Growth Account Plan in GA (250 participants, $126M 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 231502500.

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.