Defined Benefit (Pension) · DOL Form 5500 · 2023

Triangle Credit Union Pension Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
134
Participants Small participant base
60th
Percentile by assets National rank
$80,429
Avg per participant Below avg balance/head
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Official DOL plan name: Triangle Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Triangle Credit Union · New Hampshire · Finance & Insurance

$11M in assets, 134 participants

Triangle Credit Union's Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported $11M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #3,990 in Finance & Insurance (8,869 peers)

Coverage in New Hampshire

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust covers 134 participants in New Hampshire, about 44% of the average New Hampshire filer (state average ~301 per filing). Assets: $11M.

#3,990
in Finance & Insurance (8,869 peers)
+0.1%
assets growth YoY

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Triangle 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

$10,777,465 Top 40% higher than 60% 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

Triangle 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. Triangle Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$4M in the plan year 2022 filing to $14K in the plan year 2023 filing.
  • Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 142 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 020223137 · Triangle Credit Union PY 2023 · Defined Benefit (Pension)

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust · $11M · 134 · 60th

  • VS-ST $11M
  • VS-ST 134
  • VS-ST 60th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169
  • VS-ST ind #3990

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 New Hampshire →

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Triangle Credit Union Cash Balance Defined Benefit Plan and TrustTriangle Credit Union Cash B…$11MRet Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169Ret Pl for Barg Ees of Nevad…$11MNew York Racing Association, Inc. Pension Plan for Assistant StartersNew York Racing Association,…$11MThe Pension Trust Estate for Shopmen's Local Union No. 473The Pension Trust Estate for…$11MEmployees' Defined Benefit Pension Plan of Nuvision Federal Credit UnionEmployees' Defined Benefit P…$11M
End-of-year total assets ($M) among Triangle Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$14K
Employer EIN020223137
Plan Effective Date1982-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Triangle Credit Union)

Sponsor-wide plan assets over time

All Triangle Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$16M 6.0282805412305125% vs 2022
2024 filing year
$15M$15.5M$16M$16.5M 202220232024 $15.5M $16.4M ▲ +6.0%
Year Plans Participants Total Assets
2022 2 294 $15M
2023 2 285 $16M
2024 2 300 $16M

Nearby Defined Benefit (Pension) Plans in New Hampshire

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

Triangle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -2000200400600800 Total assets ($M) Participants Triangle Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($M): 10.777465 · Participants: 134Triangle Credit Union Cash Balance Defined Benefit Plan and TrustPension Plan for Employees of Dartmouth-Hitchcock, Total assets ($M): 625.683263 · Participants: 1514Pension Plan for Employees of Dartmouth-HitchcockRetirement Plan for Employees of Concord Hospital, Total assets ($M): 379.810141 · Participants: 3425Retirement Plan for Employees of Concord HospitalElliot Health System Pension Plan, Total assets ($M): 277.808703 · Participants: 520Elliot Health System Pension PlanCatholic Medical Center Pension Plan, Total assets ($M): 221.250544 · Participants: 397Catholic Medical Center Pension PlanOsram Sylvania Pension Plan, Total assets ($M): 220.988013 · Participants: 275Osram Sylvania Pension Plan
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New Hampshire, assets vs. participants
Compare Triangle Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169 in TX ($11M); by covered participants it is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Triangle Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2023? ▼
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust held essentially flat - up 0.1% during 2023, from $11M to $11M. Reported net income was $14K.
How have Triangle Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Triangle Credit Union's sponsor-wide assets grew 6.0%, from $15M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Triangle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ret Pl for Barg Ees of Nevada Cement Co Teamster Local 533 and Liuna #169 in TX ($11M, 27 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Triangle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Mackay Communications, Inc. Employees' Pension Plan and Trust in NC (134 participants, $29M 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 020223137.

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.