Defined Benefit (Pension) · DOL Form 5500 · 2023

Patriot Federal Credit Union Pension Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
107
Participants Small participant base
86th
Percentile by assets National rank
$493,430
Avg per participant High balance/head
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Official DOL plan name: Patriot Federal Credit Union Retirement Pension Plan · Sponsored by Patriot Federal Credit Union · Pennsylvania · Finance & Insurance

$53M in assets, 107 participants

Patriot Federal Credit Union's Patriot Federal Credit Union Retirement Pension Plan reported $53M in total assets and 107 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,964 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

Patriot Federal Credit Union Retirement Pension Plan covers 107 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $53M.

#6,964
in Finance & Insurance (8,869 peers)
+0.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Patriot Federal Credit Union Retirement Pension Plan's outsized position by total assets

Patriot Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$52,797,054 Top 14% higher than 86% 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 Retirement Pension 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 Retirement Pension Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Patriot Federal Credit Union Retirement Pension Plan reported net income rose from -$13M in the plan year 2022 filing to $194K in the plan year 2023 filing.
  • Patriot Federal Credit Union Retirement Pension Plan reported participants fell from 123 in the plan year 2022 filing to 107 in the plan year 2023 filing.
  • Patriot Federal Credit Union Retirement Pension Plan end-of-year assets rose from $53M in the plan year 2022 filing to $53M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251150379 · Patriot Federal Credit Union PY 2023 · Defined Benefit (Pension)

Patriot Federal Credit Union Retirement Pension Plan · $53M · 107 · 86th

  • RANK $53M
  • PHOTO 107
  • IND 86th
  • EOY Defined Benefit (Pension)
  • 5500 near First Technology Credit Union Employees' Pension Plan
  • ASSETS ind #6964

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 Retirement Pension Plan in the asset neighbourhood

First Technology Credit Union Employees' Pension PlanFirst Technology Credit Unio…$53MPatriot Federal Credit Union Retirement Pension PlanPatriot Federal Credit Union…$53MRetirement Plan for the Employees of Museum AssociatesRetirement Plan for the Empl…$53MThe Maryland State Education Association Pension Plan and TrustThe Maryland State Education…$53MProvident Bank Pension Plan$53M
End-of-year total assets ($M) among Patriot Federal Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$53M
Net Assets (End of Year)$53M
Net Income$194K
Employer EIN251150379
Plan Effective Date1977-03-01
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 Defined Benefit (Pension) Plans in Pennsylvania

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

Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Patriot Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.052797054 · Participants: 107Patriot Federal Credit Union Retirement Pension PlanNational 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
Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Patriot Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is First Technology Credit Union Employees' Pension Plan in OR ($53M); by covered participants it is Trimas Corporation Union Employees Pension Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Retirement Pension Plan assets move in 2023? ▼
Patriot Federal Credit Union Retirement Pension Plan held essentially flat - up 0.4% during 2023, from $53M to $53M. Reported net income was $194K.
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.
Where does Patriot Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Patriot Federal Credit Union Retirement Pension Plan ranks in the 86th 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 Patriot Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is First Technology Credit Union Employees' Pension Plan in OR ($53M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Patriot Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Trimas Corporation Union Employees Pension Plan in MI (107 participants, $10M 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.