Defined Benefit (Pension) · DOL Form 5500 · 2023

Jovia Financial Credit Union Pension Plan

Data updated 2026-08-11

$39M
Total assets
373
Participants
83rd
Percentile by assets
$105,620
Avg per participant
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Official DOL plan name: Jovia Financial Credit Union Defined Benefit Plan and Trust · Sponsored by Jovia Financial Credit Union · New York · Finance & Insurance

$39M in assets, 373 participants

Jovia Financial Credit Union's Jovia Financial Credit Union Defined Benefit Plan and Trust reported $39M in total assets and 373 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 127,072 plans)
  • #6,539 in Finance & Insurance (8,869 peers)

Coverage in New York

Jovia Financial Credit Union Defined Benefit Plan and Trust covers 373 participants in New York, about 47% of the average New York filer (state average ~798 per filing). Assets: $39M.

$39M
total plan assets (2023 EOY)
373
covered participants
83rd
percentile by assets (of 127,072 plans)
$105,620
avg assets per participant

Where Jovia Financial Credit Union Defined Benefit Plan and Trust sits by total assets

Jovia Financial Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$39,396,176 Top 17% higher than 83% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jovia Financial Credit Union Defined Benefit Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Jovia Financial Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $34M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Jovia Financial Credit Union Defined Benefit Plan and Trust reported participants rose from 349 in the plan year 2022 filing to 373 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
New York
Industry
Finance & Insurance

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Jovia Financial Credit Union Defined Benefit Plan and Trust reports 373 participants - about 47% of that state average ($39M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN111644859
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jovia Financial Credit Union)

$50M$60M$70M$80M$90M 202220232024 $59.8M $81.1M ▲ +35.7%
Total plan assets by year, all Jovia Financial Credit Union plans on file
Year Plans Participants Total Assets
2022 2 785 $60M
2023 2 840 $73M
2024 2 966 $81M

Nearby Defined Benefit (Pension) Plans in New York

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

Jovia Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Jovia Financial Cred…, Total assets ($B): 0.039396176 · Participants: 373Jovia Financial Cred…IBM Personal Pension…, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension…Consolidated Edison …, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison …1199seiu Health Care…, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care…Pfizer Consolidated …, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated …Pepsico Employees Re…, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Re…
Jovia Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jovia Financial Credit Union Defined Ben… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Jovia Financial Credit Union Defined Benefit Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did Jovia Financial Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Jovia Financial Credit Union Defined Benefit Plan and Trust grew sharply - up 16.6% during 2023, from $34M to $39M. Reported net income was $6M.
How have Jovia Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jovia Financial Credit Union's sponsor-wide assets grew 35.7%, from $60M to $81M.
Where does Jovia Financial Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Jovia Financial Credit Union Defined Benefit Plan and Trust ranks in the 83rd 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 Jovia Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Liggett Group Inc. for Salaried Non-Bargaining Unit Employees in FL ($39M, 11 participants).

Next read for Jovia Financial Credit Union Defined Ben…

Filing takeaways

Ways to act on Jovia Financial Credit Union Defined Benefit Plan and Trust's numbers.

  • By total assets, Jovia Financial Credit Union Defined Benefit Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in New York. Compare plans
  • Jovia Financial Credit Union's sponsor-wide assets have grown 35.7% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 111644859.

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.