Profit Sharing · DOL Form 5500 · 2024

Philadelphia Federal Credit Union Profit Sharing Plan

Data updated 2026-07-24

$47M
Total assets: 263
Participants: 83rd
Percentile by assets: $178,826
Avg per participant

Official DOL plan name: Philadelphia Federal Credit Union Capital Accumulation Plan · Sponsored by Philadelphia Federal Credit Union · Pennsylvania · Finance & Insurance

$47M in assets, 263 participants

Philadelphia Federal Credit Union's Philadelphia Federal Credit Union Capital Accumulation Plan reported $47M in total assets and 263 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

83rd percentile by assets (of 116,472 plans)

Coverage in Pennsylvania

Philadelphia Federal Credit Union Capital Accumulation Plan covers 263 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~824 per filing). Assets: $47M.

$47M
total plan assets (2024 EOY): 263
covered participants: 83rd
percentile by assets (of 116,472 plans): $178,826
avg assets per participant

Philadelphia Federal Credit Union Capital Accumulation Plan reported net income fell from $7M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Philadelphia Federal Credit Union Capital Accumulation Plan end-of-year assets rose from $44M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Philadelphia Federal Credit Union Capital Accumulation Plan reported participants rose from 252 in the plan year 2023 filing to 263 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. Philadelphia Federal Credit Union Capital Accumulation Plan reports 263 participants - about 32% of that state average ($47M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$44M
Net Assets (End of Year)	$47M
Net Income	$3M
Employer EIN	231502500
Plan Effective Date	1982-09-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Philadelphia Federal Credit Union)

Total plan assets by year, all Philadelphia Federal Credit Union plans on file

Year	Plans	Participants	Total Assets
2022	2	478	$126M
2023	2	502	$143M
2024	2	523	$156M

Nearby Profit Sharing Plans in Pennsylvania

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Philadelphia Federal Credit Union Capital Accumulation Plan vs. nearby Profit Sharing plans in Pennsylvania, assets vs. participants

Eastern Atlantic States Carpenters Annuity Fund $2.2B · 14,807
University of Pennsylvania Basic Plan $2.0B · 21,954
International Brotherhood of Electrical Workers Local Union 98 - Profit Sharing Plan $1.3B · 3,927
Temple University Health System, Inc. Defined Contribution Retirement Plan $876M · 10,394
Steamfitters Local Union No. 420 Srp $728M · 6,716

Compare Philadelphia Federal Credit Union Capita… side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Philadelphia Federal Credit Union Capital Accumulation Plan by total assets, not by location.

Family & Children's Services 403(b) Plan (OK) $47M · 1,086
United Food and Commercial Workers Local 1500 Annuity Plan (NY) $47M · 6,996
Pioneer Human Services 403(b) Plan (WA) $47M · 693
Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $47M · 6

Frequently Asked Questions

How did Philadelphia Federal Credit Union Capital Accumulation Plan assets move in 2024? ▼

Philadelphia Federal Credit Union Capital Accumulation Plan grew at a solid clip - up 7.4% during 2024, from $44M to $47M. Reported net income was $3M.

How have Philadelphia Federal Credit Union plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Philadelphia Federal Credit Union's sponsor-wide assets grew 23.8%, from $126M to $156M.

Where does Philadelphia Federal Credit Union Capital Accumulation Plan rank by assets among Form 5500 filers? ▼

Philadelphia Federal Credit Union Capital Accumulation Plan ranks in the 83rd percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Philadelphia Federal Credit Union Capital Accumulation Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Family & Children's Services 403(b) Plan in OK ($47M, 1,086 participants).

Next read for Philadelphia Federal Credit Union Capita…

Filing takeaways

Ways to act on Philadelphia Federal Credit Union Capital Accumulation Plan's numbers.

By total assets, Philadelphia Federal Credit Union Capital Accumulation Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Pennsylvania. Compare plans
Philadelphia Federal Credit Union's sponsor-wide assets have grown 23.8% since 2022 across 3 plan years on file. More Finance & Insurance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 231502500.

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.