Defined Benefit (Pension) · DOL Form 5500 · 2024
Philadelphia Federal Credit Union Pension Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 260
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $418,225
- Avg per participant High balance/head
Official DOL plan name: Philadelphia Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Philadelphia Federal Credit Union · Pennsylvania · Finance & Insurance
$109M in assets, 260 participants
Philadelphia Federal Credit Union's Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported $109M in total assets and 260 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- #7,351 in Finance & Insurance (8,549 peers)
Coverage in Pennsylvania
Philadelphia Federal Credit Union Defined Benefit Plan and Trust covers 260 participants in Pennsylvania, about 32% of the average Pennsylvania filer (state average ~822 per filing). Assets: $109M.
- #7,351
- in Finance & Insurance (8,549 peers)
- +9.5%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Philadelphia Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets
Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$108,738,440 Top 9% higher than 91% 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 Defined Benefit Plan and Trust 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 Defined Benefit Plan and Trust sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Philadelphia Federal Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $99M in the plan year 2023 filing to $109M in the plan year 2024 filing.
- Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.
- Philadelphia Federal Credit Union Defined Benefit Plan and Trust reported participants rose from 250 in the plan year 2023 filing to 260 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 231502500 · Philadelphia Federal Credit Union PY 2024 · Defined Benefit (Pension)
Philadelphia Federal Credit Union Defined Benefit Plan and Trust · $109M · 260 · 91st
- ASSETS $109M
- ASSETS 260
- ASSETS 91st
- ASSETS Defined Benefit (Pension)
- ASSETS near Southern California Floor Covering Pension Trust Fund
- ASSETS ind #7351
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 Defined Benefit Plan and Trust in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | $9M |
| Employer EIN | 231502500 |
| Plan Effective Date | 1969-01-01 |
| 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 Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Philadelphia Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Southern California Floor Covering Pension Trust Fund in CA ($109M); by covered participants it is Plan for Retirement Allowances for Represented Employees in NJ (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
- Southern California Floor Covering Pension Trust Fund (CA) $109M · 564
- Brazos Electric Power Cooperative Inc. Pension Plan (TX) $109M · 89
- Tower International Pension Plan (MI) $109M · 308
- Sheet Metal Workers' Local 46 Pension Fund (NY) $109M · 362
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Plan for Retirement Allowances for Represented Employees (NJ) 260 · 0 off
- Grinnell Mutual Retirement Plan (IA) 259 · 1 off
- Willkie Farr & Gallagher LLP Partner Pension Plan (NY) 261 · 1 off
- Wsgr Cash Balance Retirement Plan (CA) 261 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.