Defined Benefit (Pension) · DOL Form 5500 · 2024

Navy Federal Credit Union Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
97
Participants Small participant base
63rd
Percentile by assets National rank
$144,579
Avg per participant Above avg balance/head
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Official DOL plan name: Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking · Sponsored by Navy Federal Credit Union · Virginia · Finance & Insurance

$14M in assets, 97 participants

Navy Federal Credit Union's Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking reported $14M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,015 in Finance & Insurance (8,549 peers)

Navy Federal Credit Union multi-year trail

Navy Federal Credit Union's plans moved +39.5% in assets from 2022 to 2024; this filing shows Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking at $14M / 97 participants.

#4,015
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking's mid-pack asset rank among Finance & Insurance and all filers

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,024,158 Top 37% higher than 63% of 123,620 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 2024

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking is a small filing (97 participants) on this national headcount ladder.

DOL schedule card

Filing strip 530116705 · Navy Federal Credit Union PY 2024 · Defined Benefit (Pension)

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking · $14M · 97 · 63rd

  • PHOTO $14M
  • IND 97
  • EOY 63rd
  • 5500 Defined Benefit (Pension)
  • ASSETS near Defined Benefit Plan for United Way of New York City
  • PCT ind #4015

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 →

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking in the asset neighbourhood

Defined Benefit Plan for United Way of New York CityDefined Benefit Plan for Uni…$14MBarnwell Industries, Inc. Employees' Pension PlanBarnwell Industries, Inc. Em…$14MBayhealth Medical Center, Inc. Pension PlanBayhealth Medical Center, In…$14MPension Plan of Grove City CollegePension Plan of Grove City C…$14MNavy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military BankingNavy Federal Credit Union Re…$14M
End-of-year total assets ($M) among Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Navy Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Navy Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 39.52446577602286% vs 2022
2024 filing year
$3.5B$4B$4.5B$5B$5.5B 202220232024 $3.8B $5.3B ▲ +39.5%
Year Plans Participants Total Assets
2022 2 36,876 $3.8B
2023 2 39,410 $4.7B
2024 3 43,030 $5.3B

Navy Federal Credit Union filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$791K
Employer EIN530116705
Plan Effective Date1988-04-29
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Virginia

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

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking, Total assets ($B): 0.014024158 · Participants: 97Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military BankingNorthrop Grumman Pension Plan, Total assets ($B): 18.781759216 · Participants: 12678Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 11.481735153 · Participants: 56633Retirement Security PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 8.902237059 · Participants: 63530Sheet Metal Workers' National Pension FundNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.398702873 · Participants: 6737Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 8.332769083 · Participants: 11758Dominion Energy Pension Plan
Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants

Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Defined Benefit Plan for United Way of New York City in NY ($14M); by covered participants it is Pension Plan for Classified Employees of Gasco, Inc. in HI (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking assets move in 2024?
Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking grew at a solid clip - up 6.2% during 2024, from $13M to $14M. Reported net income was $791K.
How have Navy Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Navy Federal Credit Union's sponsor-wide assets grew 39.5%, from $3.8B to $5.3B.
Which Defined Benefit (Pension) plans are similar in size to Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Plan for United Way of New York City in NY ($14M, 9 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Classified Employees of Gasco, Inc. in HI (97 participants, $41M in assets).