Defined Benefit (Pension) · DOL Form 5500 · 2023

State Department Fcu Pension Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
37
Participants Small participant base
90th
Percentile by assets National rank
$2.1M
Avg per participant High balance/head
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Official DOL plan name: State Department Federal Credit Union Defined Benefit Pension Plan and Trust · Sponsored by State Department Fcu · Virginia · Finance & Insurance

$79M in assets, 37 participants

State Department Fcu's State Department Federal Credit Union Defined Benefit Pension Plan and Trust reported $79M in total assets and 37 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.

  • #7,438 in Finance & Insurance (8,869 peers)

Where State Department Federal Credit Union Defined Benefit Pension Plan and Trust sits by assets

State Department Federal Credit Union Defined Benefit Pension Plan and Trust sits in the top 10% of all filed plans by assets, $79M for 37 participants (~$2.1M/participant), up 12.0% in 2023.

#7,438
in Finance & Insurance (8,869 peers)
+12.0%
assets growth YoY
0.8×
vs typical plan assets (national mean)

State Department Federal Credit Union Defined Benefit Pension Plan and Trust's outsized position by total assets

State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs every filed plan by assets

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

$78,684,022 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

State Department Federal Credit Union Defined Benefit Pension 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. State Department Federal Credit Union Defined Benefit Pension Plan and Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • State Department Federal Credit Union Defined Benefit Pension Plan and Trust reported net income rose from -$16M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • State Department Federal Credit Union Defined Benefit Pension Plan and Trust end-of-year assets rose from $70M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • State Department Federal Credit Union Defined Benefit Pension Plan and Trust reported participants fell from 38 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 530197045 · State Department Fcu PY 2023 · Defined Benefit (Pension)

State Department Federal Credit Union Defined Benefit Pension Plan and Trust · $79M · 37 · 90th

  • EOY $79M
  • EOY 37
  • EOY 90th
  • EOY Defined Benefit (Pension)
  • EOY near Retirement Plan for Employees of Meadville Medical Center
  • EOY ind #7438

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 Virginia →

State Department Federal Credit Union Defined Benefit Pension Plan and Trust in the asset neighbourhood

Hollow Metal Pension Fund$79MState Department Federal Credit Union Defined Benefit Pension Plan and TrustState Department Federal Cre…$79MRetirement Plan for Employees of Meadville Medical CenterRetirement Plan for Employee…$79MTexas Trust Credit Union Retirement Income PlanTexas Trust Credit Union Ret…$79MColonial Pipeline Company Retirement PlanColonial Pipeline Company Re…$78M
End-of-year total assets ($M) among State Department Federal Credit Union Defined Benefit Pension 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)$70M
Net Assets (End of Year)$79M
Net Income$8M
Employer EIN530197045
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (State Department Fcu)

Sponsor-wide plan assets over time

All State Department Fcu plans reported in each filing year

Latest sponsor-wide plan assets
$110M 57.1595182422703% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $70.3M $110M ▲ +57.2%
Year Plans Participants Total Assets
2022 1 38 $70M
2023 1 37 $79M
2024 2 239 $110M

Nearby Defined Benefit (Pension) Plans in Virginia

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

State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants State Department Federal Credit Union Defined Benefit Pension Plan and Trust, Total assets ($B): 0.078684022 · Participants: 37State Department Federal Credit Union Defined Benefit Pension Plan and TrustNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
State Department Federal Credit Union Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare State Department Federal Credit Union Defined Benefit Pension Plan and Trust side-by-side with 3 peers →

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

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Meadville Medical Center in PA ($79M); by covered participants it is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 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 State Department Federal Credit Union Defined Benefit Pension Plan and Trust assets move in 2023? ▼
State Department Federal Credit Union Defined Benefit Pension Plan and Trust grew at a solid clip - up 12.0% during 2023, from $70M to $79M. Reported net income was $8M.
How have State Department Fcu plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), State Department Fcu's sponsor-wide assets grew 57.2%, from $70M to $110M.
Where does State Department Federal Credit Union Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
State Department Federal Credit Union Defined Benefit Pension 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 State Department Federal Credit Union Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Meadville Medical Center in PA ($79M, 239 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to State Department Federal Credit Union Defined Benefit Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Officers,Business Reps and Office Employees of Local 464a in NJ (37 participants, $13M 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 530197045.

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.