401(k) · DOL Form 5500 · 2023

Patriot Federal Credit Union 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
194
Participants Below avg headcount
67th
Percentile by assets National rank
$75,146
Avg per participant Below avg balance/head
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Official DOL plan name: Patriot Federal Credit Union Capital Accumulation Plan · Sponsored by Patriot Federal Credit Union · Pennsylvania · Finance & Insurance

$15M in assets, 194 participants

Patriot Federal Credit Union's Patriot Federal Credit Union Capital Accumulation Plan reported $15M in total assets and 194 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,588 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Patriot Federal Credit Union Capital Accumulation Plan covers 194 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#4,588
in Finance & Insurance (8,869 peers)
+18.1%
assets growth YoY

Patriot Federal Credit Union Capital Accumulation Plan's outsized position by total assets

Patriot Federal Credit Union Capital Accumulation Plan vs every filed plan by assets

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

$14,578,338 Top 33% higher than 67% 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

Patriot 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. Patriot Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patriot Federal Credit Union Capital Accumulation Plan reported net income rose from -$743K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Patriot Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Patriot Federal Credit Union Capital Accumulation Plan reported participants rose from 176 in the plan year 2022 filing to 194 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 251150379 · Patriot Federal Credit Union PY 2023 · 401(k)

Patriot Federal Credit Union Capital Accumulation Plan · $15M · 194 · 67th

  • EOY $15M
  • 5500 194
  • ASSETS 67th
  • PCT 401(k)
  • EIN near Wisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and Trust
  • RANK ind #4588

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 →

Patriot Federal Credit Union Capital Accumulation Plan in the asset neighbourhood

Patriot Federal Credit Union Capital Accumulation PlanPatriot Federal Credit Union…$15MWisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and TrustWisconsin Radiology Speciali…$15MMgc Contractors, Inc. 401(k) PlanMgc Contractors, Inc. 401(k)…$15MMackin Educational Resources 401(k) Retirement Savings PlanMackin Educational Resources…$15MClaire Edwards Charak 401(k) PlanClaire Edwards Charak 401(k)…$15M
End-of-year total assets ($M) among Patriot Federal Credit Union Capital Accumulation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN251150379
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patriot Federal Credit Union)

Sponsor-wide plan assets over time

All Patriot Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$69M 5.922525646166849% vs 2022
2024 filing year
$64M$66M$68M$70M 202220232024 $65M $68.8M ▲ +5.9%
Year Plans Participants Total Assets
2022 2 299 $65M
2023 2 301 $67M
2024 2 282 $69M

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Patriot Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Patriot Federal Credit Union Capital Accumulation Plan, Total assets ($B): 0.014578338 · Participants: 194Patriot Federal Credit Union Capital Accumulation PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Patriot Federal Credit Union Capital Accumulation Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Patriot Federal Credit Union Capital Accumulation Plan side-by-side with 3 peers →

Patriot Federal Credit Union Capital Accumulation Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Wisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and Trust in WI ($15M); by covered participants it is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Patriot Federal Credit Union Capital Accumulation Plan assets move in 2023? ▼
Patriot Federal Credit Union Capital Accumulation Plan grew sharply - up 18.1% during 2023, from $12M to $15M. Reported net income was $2M.
How have Patriot Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot Federal Credit Union's sponsor-wide assets grew 5.9%, from $65M to $69M.
Which 401(k) plans are similar in size to Patriot Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisconsin Radiology Specialists Sc 401(k) Profit Sharing Plan and Trust in WI ($15M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Patriot Federal Credit Union Capital Accumulation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chapter 4 Corp 401(k) Profit Sharing Plan and Trust in NY (194 participants, $3M 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 251150379.

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.