Defined Benefit (Pension) · DOL Form 5500 · 2023

Community First Credit Union Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
492
Participants Below avg headcount
90th
Percentile by assets National rank
$159,329
Avg per participant Above avg balance/head
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Official DOL plan name: Community First Credit Union Defined Benefit Plan and Trust · Sponsored by Community First Credit Union · Wisconsin · Finance & Insurance

$78M in assets, 492 participants

Community First Credit Union's Community First Credit Union Defined Benefit Plan and Trust reported $78M in total assets and 492 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,433 in Finance & Insurance (8,869 peers)

Where Community First Credit Union Defined Benefit Plan and Trust sits by assets

Community First Credit Union Defined Benefit Plan and Trust sits in the top 10% of all filed plans by assets, $78M for 492 participants (~$159,329/participant), up 2.7% in 2023.

#7,433
in Finance & Insurance (8,869 peers)
+2.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Community First Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Community First Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$78,390,019 Top 10% higher than 90% 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

Community First Credit Union 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. Community First Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (492 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Community First Credit Union Defined Benefit Plan and Trust reported net income rose from -$19M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Community First Credit Union Defined Benefit Plan and Trust reported participants rose from 468 in the plan year 2022 filing to 492 in the plan year 2023 filing.
  • Community First Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $76M in the plan year 2022 filing to $78M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 396264347 · Community First Credit Union PY 2023 · Defined Benefit (Pension)

Community First Credit Union Defined Benefit Plan and Trust · $78M · 492 · 90th

  • EIN $78M
  • EIN 492
  • EIN 90th
  • EIN Defined Benefit (Pension)
  • EIN near Cubic Corporation Pension Plan
  • EIN ind #7433

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 Wisconsin →

Community First Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Community First Credit Union Defined Benefit Plan and TrustCommunity First Credit Union…$78MCubic Corporation Pension PlanCubic Corporation Pension Pl…$78MThe Scott Fetzer Pension Plan$78MPlumbers & Pipefitters Local 152 Pension Tr FundPlumbers & Pipefitters Local…$78MEmployees' Retirement Plan of Bank of HawaiiEmployees' Retirement Plan o…$78M
End-of-year total assets ($M) among Community First Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$78M
Net Income$2M
Employer EIN396264347
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Sponsor-wide plan assets over time

All Community First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$139M 30.024752696690182% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 992 $107M
2023 2 1,065 $114M
2024 2 1,141 $139M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Community First Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Community First Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.078390019 · Participants: 492Community First Credit Union Defined Benefit Plan and TrustThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Community First Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Community First Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Community First Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Cubic Corporation Pension Plan in CA ($78M); by covered participants it is Revlon Employees' Retirement Plan in NY (492 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($78M here).

Similar participant headcount

Nearest other-state filings by covered participants (492 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 Community First Credit Union Defined Benefit Plan and Trust assets move in 2023? ▼
Community First Credit Union Defined Benefit Plan and Trust edged up modestly - up 2.7% during 2023, from $76M to $78M. Reported net income was $2M.
How have Community First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community First Credit Union's sponsor-wide assets grew 30.0%, from $107M to $139M.
Where does Community First Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Community First Credit Union Defined Benefit Plan and Trust ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Community First Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cubic Corporation Pension Plan in CA ($78M, 214 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community First Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Revlon Employees' Retirement Plan in NY (492 participants, $243M 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 396264347.

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.