Profit Sharing · DOL Form 5500 · 2024
Philadelphia Federal Credit Union Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 263
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $178,826
- Avg per participant Above avg balance/head
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.
- #6,353 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Philadelphia Federal Credit Union Capital Accumulation Plan covers 263 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $47M.
- #6,353
- in Finance & Insurance (8,549 peers)
- +7.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Philadelphia Federal Credit Union Capital Accumulation Plan's outsized position by total assets
Philadelphia Federal Credit Union Capital Accumulation Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,031,261 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Philadelphia Federal Credit Union Capital Accumulation Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Federal Credit Union Capital Accumulation Plan sits mid-pack in the medium band (263 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
DOL schedule card
Filing strip 231502500 · Philadelphia Federal Credit Union PY 2024 · Profit Sharing
Philadelphia Federal Credit Union Capital Accumulation Plan · $47M · 263 · 83rd
- EIN $47M
- RANK 263
- PHOTO 83rd
- IND Profit Sharing
- EOY near Family & Children's Services 403(b) Plan
- 5500 ind #6353
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 Pennsylvania →
Philadelphia Federal Credit Union Capital Accumulation Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Philadelphia Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $156M 23.820861576254117% vs 2022
- 2024 filing year
| 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.
- 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
- Morgan, Lewis & Bockius LLP Defined Contribution Plan $781M · 2,477
Philadelphia Federal Credit Union Capital Accumulation Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Pennsylvania, the nearest Profit Sharing by assets is Family & Children's Services 403(b) Plan in OK ($47M); by covered participants it is Cream-O-Land Dairy Union Employees' Pension Plan in NJ (263 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
Similar participant headcount
Nearest other-state filings by covered participants (263 participants); asset peers above are excluded.
- Cream-O-Land Dairy Union Employees' Pension Plan (NJ) 263 · 0 off
- Fontbonne University 403 (B) Plan (MO) 263 · 0 off
- The Contractors Retirement Plan (CA) 263 · 0 off
- Rochester Area Construction and Materials Teamsters Annuity Fund (NY) 263 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.