Defined Benefit (Pension) · DOL Form 5500 · 2023

Vantage Credit Union Pension Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
76
Participants Small participant base
76th
Percentile by assets National rank
$327,430
Avg per participant High balance/head
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Official DOL plan name: Vantage Credit Union Defined Benefit Plan · Sponsored by Vantage Credit Union · Missouri · Finance & Insurance

$25M in assets, 76 participants

Vantage Credit Union's Vantage Credit Union Defined Benefit Plan reported $25M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,688 in Finance & Insurance (8,869 peers)

Where Vantage Credit Union Defined Benefit Plan sits by assets

Vantage Credit Union Defined Benefit Plan sits in the top quartile of all filed plans by assets, $25M for 76 participants (~$327,430/participant), down 1.6% in 2023.

#5,688
in Finance & Insurance (8,869 peers)
-1.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $417K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vantage Credit Union Defined Benefit Plan's outsized position by total assets

Vantage Credit Union Defined Benefit Plan vs every filed plan by assets

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

$24,884,697 Top 24% higher than 76% 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

Vantage Credit Union Defined Benefit Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vantage Credit Union Defined Benefit Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vantage Credit Union Defined Benefit Plan reported net income rose from -$2M in the plan year 2022 filing to -$417K in the plan year 2023 filing.
  • Vantage Credit Union Defined Benefit Plan reported participants fell from 85 in the plan year 2022 filing to 76 in the plan year 2023 filing.
  • Vantage Credit Union Defined Benefit Plan end-of-year assets fell from $25M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 430739854 · Vantage Credit Union PY 2023 · Defined Benefit (Pension)

Vantage Credit Union Defined Benefit Plan · $25M · 76 · 76th

  • PART $25M
  • PART 76
  • PART 76th
  • PART Defined Benefit (Pension)
  • PART near St. Joseph Hospital Retirement Income Plan
  • PART ind #5688

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 Missouri →

Vantage Credit Union Defined Benefit Plan in the asset neighbourhood

Retirement & Benefit Plan of Guest Services, Inc.Retirement & Benefit Plan of…$25MKennedy Valve Factory Employees Pension PlanKennedy Valve Factory Employ…$25MVituity Retirement Plan for Cep PhysiciansVituity Retirement Plan for …$25MVantage Credit Union Defined Benefit PlanVantage Credit Union Defined…$25MSt. Joseph Hospital Retirement Income PlanSt. Joseph Hospital Retireme…$25M
End-of-year total assets ($M) among Vantage Credit Union Defined Benefit 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)$25M
Net Assets (End of Year)$25M
Net Income-$417K
Employer EIN430739854
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vantage Credit Union)

Sponsor-wide plan assets over time

All Vantage Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$25M 34.93504146870566% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $38.8M $25.2M ▼ -34.9%
Year Plans Participants Total Assets
2022 2 319 $39M
2023 2 340 $42M
2024 2 316 $25M

Nearby Defined Benefit (Pension) Plans in Missouri

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

Vantage Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Vantage Credit Union Defined Benefit Plan, Total assets ($B): 0.024884697 · Participants: 76Vantage Credit Union Defined Benefit PlanBoilermaker-Blacksmith National Pension Trust, Total assets ($B): 7.787453474 · Participants: 30358Boilermaker-Blacksmith National Pension TrustAmeren Retirement Plan, Total assets ($B): 4.709766277 · Participants: 10156Ameren Retirement PlanCo-Op Retirement Plan, Total assets ($B): 3.457605028 · Participants: 14993Co-Op Retirement PlanEmerson Electric Company Retirement Plan, Total assets ($B): 3.376279254 · Participants: 2671Emerson Electric Company Retirement PlanCarpenters Pension Trust Fund of St. Louis, Total assets ($B): 3.265514848 · Participants: 11420Carpenters Pension Trust Fund of St. Louis
Vantage Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Missouri, assets vs. participants
Compare Vantage Credit Union Defined Benefit Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest Defined Benefit (Pension) by assets is St. Joseph Hospital Retirement Income Plan in NY ($25M); by covered participants it is Renasant Bank Amended and Restated Pension Plan in MS (76 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (76 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 Vantage Credit Union Defined Benefit Plan assets move in 2023? ▼
Vantage Credit Union Defined Benefit Plan edged down modestly - down 1.6% during 2023, from $25M to $25M. Reported net income was -$417K.
How have Vantage Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Vantage Credit Union's sponsor-wide assets declined 34.9%, from $39M to $25M.
Where does Vantage Credit Union Defined Benefit Plan rank by assets among Form 5500 filers? ▼
Vantage Credit Union Defined Benefit Plan ranks in the 76th 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 Vantage Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Joseph Hospital Retirement Income Plan in NY ($25M, 132 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Vantage Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Renasant Bank Amended and Restated Pension Plan in MS (76 participants, $20M 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 430739854.

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.