Defined Benefit (Pension) · DOL Form 5500 · 2023

Adventure Credit Union Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
96
Participants Small participant base
56th
Percentile by assets National rank
$92,341
Avg per participant Below avg balance/head
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Official DOL plan name: Adventure Credit Union Cash Balance Defined Benefit Plan · Sponsored by Adventure Credit Union · Michigan · Finance & Insurance

$9M in assets, 96 participants

Adventure Credit Union's Adventure Credit Union Cash Balance Defined Benefit Plan reported $9M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,626 in Finance & Insurance (8,869 peers)

Adventure Credit Union multi-year trail

Adventure Credit Union's plans moved +11.1% in assets from 2022 to 2024; this filing shows Adventure Credit Union Cash Balance Defined Benefit Plan at $9M / 96 participants.

#3,626
in Finance & Insurance (8,869 peers)
+10.2%
assets growth YoY

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

Adventure Credit Union Cash Balance Defined Benefit Plan vs every filed plan by assets

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

$8,864,729 Top 44% higher than 56% 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

Adventure Credit Union Cash Balance Defined Benefit Plan among smaller filed plans by headcount

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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Adventure Credit Union Cash Balance Defined Benefit Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Adventure Credit Union Cash Balance Defined Benefit Plan reported participants rose from 89 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 380855535 · Adventure Credit Union PY 2023 · Defined Benefit (Pension)

Adventure Credit Union Cash Balance Defined Benefit Plan · $9M · 96 · 56th

  • BOY $9M
  • BOY 96
  • BOY 56th
  • BOY Defined Benefit (Pension)
  • BOY near Eagle Leasing Company Cash Balance Pension Plan
  • BOY ind #3626

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 Michigan →

Adventure Credit Union Cash Balance Defined Benefit Plan in the asset neighbourhood

Paducah Deactivation Project Usw Career Pension Plan for Appendix a Usw-Represented EmployeesPaducah Deactivation Project…$9MAdventure Credit Union Cash Balance Defined Benefit PlanAdventure Credit Union Cash …$9MEagle Leasing Company Cash Balance Pension PlanEagle Leasing Company Cash B…$9MDaniel Stern Retirement Plan and TrustDaniel Stern Retirement Plan…$9MCommoloco Retirement Plan$9M
End-of-year total assets ($M) among Adventure Credit Union Cash Balance Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Adventure Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Adventure Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.13511514245075% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.04M $8.94M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 96 $9M
2024 1 95 $9M

Adventure Credit Union filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$824K
Employer EIN380855535
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Adventure Credit Union Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Adventure Credit Union Cash Balance Defined Benefit Plan, Total assets ($B): 0.008864729 · Participants: 96Adventure Credit Union Cash Balance Defined Benefit PlanGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 44.838918802 · Participants: 17959General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 19.269442236 · Participants: 26442Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.705910161 · Participants: 10215Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 11.529460215 · Participants: 14051Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 11.155705594 · Participants: 13635Fca US LLC UAW Pension Agreement
Adventure Credit Union Cash Balance Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Adventure Credit Union Cash Balance Defined Benefit Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Eagle Leasing Company Cash Balance Pension Plan in CT ($9M); by covered participants it is Office & Professional Employees Iu Pension Plan in NY (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 Adventure Credit Union Cash Balance Defined Benefit Plan assets move in 2023? ▼
Adventure Credit Union Cash Balance Defined Benefit Plan grew at a solid clip - up 10.2% during 2023, from $8M to $9M. Reported net income was $824K.
How have Adventure Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adventure Credit Union's sponsor-wide assets grew 11.1%, from $8M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Adventure Credit Union Cash Balance Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Eagle Leasing Company Cash Balance Pension Plan in CT ($9M, 115 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Adventure Credit Union Cash Balance Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Office & Professional Employees Iu Pension Plan in NY (96 participants, $72M 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 380855535.

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.