Defined Benefit (Pension) · DOL Form 5500 · 2023

Uncle Credit Union Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
96
Participants Small participant base
64th
Percentile by assets National rank
$133,160
Avg per participant Near avg balance/head
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Official DOL plan name: Uncle Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Uncle Credit Union · California · Finance & Insurance

$13M in assets, 96 participants

Uncle Credit Union's Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported $13M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,333 in Finance & Insurance (8,869 peers)

Uncle Credit Union multi-year trail

Uncle Credit Union's plans moved +21.4% in assets from 2022 to 2024; this filing shows Uncle Credit Union Cash Balance Defined Benefit Plan and Trust at $13M / 96 participants.

#4,333
in Finance & Insurance (8,869 peers)
+11.5%
assets growth YoY

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

Uncle 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

$12,783,386 Top 36% higher than 64% 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

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uncle Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 85 in the plan year 2022 filing to 96 in the plan year 2023 filing.
  • Uncle Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941404327 · Uncle Credit Union PY 2023 · Defined Benefit (Pension)

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust · $13M · 96 · 64th

  • EIN $13M
  • EIN 96
  • EIN 64th
  • EIN Defined Benefit (Pension)
  • EIN near Tampa Banana Handlers Pension Plan
  • EIN ind #4333

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 California →

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

Local 177 Union Pension Plan$13MPfeiffer Vacuum, Inc. Pension PlanPfeiffer Vacuum, Inc. Pensio…$13MUncle Credit Union Cash Balance Defined Benefit Plan and TrustUncle Credit Union Cash Bala…$13MTampa Banana Handlers Pension PlanTampa Banana Handlers Pensio…$13MRetirement Income Agreement Between the Aventics Corporation and the International Brotherhood of Teamsters Local 651Retirement Income Agreement …$13M
End-of-year total assets ($M) among Uncle Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Uncle Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Uncle Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.395388486599202% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $13.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 85 $11M
2023 1 96 $13M
2024 1 97 $14M

Uncle Credit Union filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN941404327
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Uncle Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.012783386 · Participants: 96Uncle Credit Union Cash Balance Defined Benefit Plan and TrustKaiser Permanente Retirement Plan, Total assets ($B): 33.538817099 · Participants: 127356Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 21.40954351 · Participants: 22914Pacific Gas and Electric Company Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.980531142 · Participants: 25647Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.814691143 · Participants: 19545Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 10.057095066 · Participants: 10813Disney Salaried Pension Plan D
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Uncle Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Tampa Banana Handlers Pension Plan in FL ($13M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Uncle Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2023? ▼
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 11.5% during 2023, from $11M to $13M. Reported net income was $1M.
How have Uncle Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uncle Credit Union's sponsor-wide assets grew 21.4%, from $11M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Uncle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Tampa Banana Handlers Pension Plan in FL ($13M, 114 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uncle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants, N/A 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 941404327.

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.