Defined Benefit (Pension) · DOL Form 5500 · 2024

City and County Credit Union Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
76
Participants Small participant base
63rd
Percentile by assets National rank
$185,446
Avg per participant Above avg balance/head
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Official DOL plan name: City and County Credit Union Pension Plan · Sponsored by City and County Credit Union · Minnesota · Finance & Insurance

$14M in assets, 76 participants

City and County Credit Union's City and County Credit Union Pension Plan reported $14M in total assets and 76 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.

  • #4,025 in Finance & Insurance (8,549 peers)

City and County Credit Union multi-year trail

City and County Credit Union's plans moved +19.9% in assets from 2022 to 2024; this filing shows City and County Credit Union Pension Plan at $14M / 76 participants.

#4,025
in Finance & Insurance (8,549 peers)
+9.5%
assets growth YoY

City and County Credit Union Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

City and County Credit Union Pension Plan vs every filed plan by assets

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

$14,093,872 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

City and County Credit Union Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. City and County Credit Union Pension Plan is a small filing (76 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • City and County Credit Union Pension Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • City and County Credit Union Pension Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 410191495 · City and County Credit Union PY 2024 · Defined Benefit (Pension)

City and County Credit Union Pension Plan · $14M · 76 · 63rd

  • SCH $14M
  • EBSA 76
  • PART 63rd
  • TYPE Defined Benefit (Pension)
  • NET near California Winery Workers Pension Plan Trust
  • BOOK ind #4025

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 Minnesota →

City and County Credit Union Pension Plan in the asset neighbourhood

California Winery Workers Pension Plan TrustCalifornia Winery Workers Pe…$14MCity and County Credit Union Pension PlanCity and County Credit Union…$14MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$14MRetirement Plan for Salaried Employees of Cotter CorporationRetirement Plan for Salaried…$14MLos Angeles Philharmonic Assoc and Musician Union, Local 47, American Federation of Musicians Pension TrustLos Angeles Philharmonic Ass…$14M
End-of-year total assets ($M) among City and County Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

City and County Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All City and County Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$23M 19.870677098303982% vs 2022
2024 filing year
$18M$20M$22M$24M 202220232024 $19.6M $23.5M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 199 $20M
2023 2 214 $22M
2024 2 223 $23M

City and County Credit Union filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN410191495
Plan Effective Date1977-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Minnesota

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

City and County Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants City and County Credit Union Pension Plan, Total assets ($B): 0.014093872 · Participants: 76City and County Credit Union Pension PlanMayo Pension Plan, Total assets ($B): 11.816211651 · Participants: 71743Mayo Pension Plan3M Employee Retirement Income Plan, Total assets ($B): 8.87866493 · Participants: 91323M Employee Retirement Income PlanWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.278776602 · Participants: 46875Wells Fargo & Company Cash Balance PlanU.S. Bank Pension Plan, Total assets ($B): 4.38225088 · Participants: 62822U.S. Bank Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.23694343 · Participants: 27237The Travelers Pension Plan
City and County Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants

City and County Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is California Winery Workers Pension Plan Trust in CA ($14M); by covered participants it is Corning Museum of Glass Pension Plan in NY (76 participants). Same-state nearby plans are listed separately above.

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 City and County Credit Union Pension Plan assets move in 2024?
City and County Credit Union Pension Plan grew at a solid clip - up 9.5% during 2024, from $13M to $14M. Reported net income was $1M.
How have City and County Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), City and County Credit Union's sponsor-wide assets grew 19.9%, from $20M to $23M.
Which Defined Benefit (Pension) plans are similar in size to City and County Credit Union Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is California Winery Workers Pension Plan Trust in CA ($14M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to City and County Credit Union Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Corning Museum of Glass Pension Plan in NY (76 participants, N/A in assets).