Defined Benefit (Pension) · DOL Form 5500 · 2023

Peoples Alliance Federal Credit Union Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
29
Participants Small participant base
68th
Percentile by assets National rank
$540,533
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Peoples Alliance Federal Credit Union Defined Benefit Plan · Sponsored by Peoples Alliance Federal Credit Union · New York · Finance & Insurance

$16M in assets, 29 participants

Peoples Alliance Federal Credit Union's Peoples Alliance Federal Credit Union Defined Benefit Plan reported $16M in total assets and 29 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.

  • #4,740 in Finance & Insurance (8,869 peers)

Peoples Alliance Federal Credit Union multi-year trail

Peoples Alliance Federal Credit Union's plans moved +16.0% in assets from 2022 to 2024; this filing shows Peoples Alliance Federal Credit Union Defined Benefit Plan at $16M / 29 participants.

#4,740
in Finance & Insurance (8,869 peers)
+9.9%
assets growth YoY

Peoples Alliance Federal Credit Union Defined Benefit Plan's outsized position by total assets

Peoples Alliance Federal Credit Union Defined Benefit Plan vs every filed plan by assets

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

$15,675,454 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

Peoples Alliance Federal 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. Peoples Alliance Federal Credit Union Defined Benefit Plan is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Peoples Alliance Federal Credit Union Defined Benefit Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Peoples Alliance Federal Credit Union Defined Benefit Plan reported participants fell from 33 in the plan year 2022 filing to 29 in the plan year 2023 filing.
  • Peoples Alliance Federal Credit Union Defined Benefit Plan end-of-year assets rose from $14M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 111644848 · Peoples Alliance Federal Credit Union PY 2023 · Defined Benefit (Pension)

Peoples Alliance Federal Credit Union Defined Benefit Plan · $16M · 29 · 68th

  • EBSA $16M
  • EBSA 29
  • EBSA 68th
  • EBSA Defined Benefit (Pension)
  • EBSA near International UAW Staff Cash Balance Plan
  • EBSA ind #4740

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 →

Peoples Alliance Federal Credit Union Defined Benefit Plan in the asset neighbourhood

Somerset Savings Bank, Sla Pension PlanSomerset Savings Bank, Sla P…$16MPeoples Alliance Federal Credit Union Defined Benefit PlanPeoples Alliance Federal Cre…$16MInternational UAW Staff Cash Balance PlanInternational UAW Staff Cash…$16MMatrix Metals LLC Employee Pension PlanMatrix Metals LLC Employee P…$16MTaylor Publishing Company Pension Plan for Hourly Paid EmployeesTaylor Publishing Company Pe…$16M
End-of-year total assets ($M) among Peoples Alliance Federal Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Peoples Alliance Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Peoples Alliance Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$17M 16.0216077842554% vs 2022
2024 filing year
$14M$15M$16M$17M 202220232024 $14.3M $16.5M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 33 $14M
2023 1 29 $16M
2024 1 26 $17M

Peoples Alliance Federal Credit Union filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN111644848
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Peoples Alliance Federal Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Peoples Alliance Federal Credit Union Defined Benefit Plan, Total assets ($B): 0.015675454 · Participants: 29Peoples Alliance Federal Credit Union Defined Benefit 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
Peoples Alliance Federal Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Peoples Alliance Federal Credit Union Defined Benefit Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is International UAW Staff Cash Balance Plan in MI ($16M); by covered participants it is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Peoples Alliance Federal Credit Union Defined Benefit Plan assets move in 2023? ▼
Peoples Alliance Federal Credit Union Defined Benefit Plan grew at a solid clip - up 9.9% during 2023, from $14M to $16M. Reported net income was $1M.
How have Peoples Alliance Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Peoples Alliance Federal Credit Union's sponsor-wide assets grew 16.0%, from $14M to $17M.
Which Defined Benefit (Pension) plans are similar in size to Peoples Alliance Federal Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is International UAW Staff Cash Balance Plan in MI ($16M, 113 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Peoples Alliance Federal Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants, $44M 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 111644848.

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.