Defined Benefit (Pension) · DOL Form 5500 · 2023
Belco Community Credit Union Pension Plan
Data updated 2026-08-25
- $38M
- Total assets Below avg plan size
- 222
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $172,162
- Avg per participant Above avg balance/head
Official DOL plan name: Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Belco Community Credit Union · Pennsylvania · Finance & Insurance
$38M in assets, 222 participants
Belco Community Credit Union's Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust reported $38M in total assets and 222 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,484 in Finance & Insurance (8,869 peers)
Coverage in Pennsylvania
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust covers 222 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $38M.
- #6,484
- in Finance & Insurance (8,869 peers)
- +10.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$38,220,025 Top 18% higher than 82% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Belco Community Credit Union Cash Balance 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. Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (222 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 199 in the plan year 2022 filing to 222 in the plan year 2023 filing.
- Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 231445884 · Belco Community Credit Union PY 2023 · Defined Benefit (Pension)
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust · $38M · 222 · 82nd
- EOY $38M
- EOY 222
- EOY 82nd
- EOY Defined Benefit (Pension)
- EOY near Major League Baseball Pension Plan for Non-Uniformed Personnel
- EOY ind #6484
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 →
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $4M |
| Employer EIN | 231445884 |
| Plan Effective Date | 1969-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Belco Community Credit Union)
Sponsor-wide plan assets over time
All Belco Community Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 14.966911197555108% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 199 | $35M |
| 2023 | 1 | 222 | $38M |
| 2024 | 1 | 224 | $40M |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $11.2B · 27,434
- Steelworkers Pension Trust $6.6B · 47,052
- The PNC Financial Services Group, Inc. Pension Plan $5.6B · 63,680
- Constellation Retirement Program $5.3B · 5,080
- The Bank of New York Mellon Corporation Pension Plan $5.3B · 7,374
Belco Community Credit Union Cash Balance 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 Major League Baseball Pension Plan for Non-Uniformed Personnel in FL ($38M); by covered participants it is Symrise Inc. Retirement Plan in NJ (222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($38M here).
Similar participant headcount
Nearest other-state filings by covered participants (222 participants); asset peers above are excluded.
- Symrise Inc. Retirement Plan (NJ) 222 · 0 off
- Tarkett Retirement Plan (OH) 222 · 0 off
- Pension Plan for Employees of Broadcast Music Inc (TN) 222 · 0 off
- Employers' - Warehousemen's Pension Trust Fund (CA) 222 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.