Defined Benefit (Pension) · DOL Form 5500 · 2024

Philadelphia Federal Credit Union Pension Plan

Data updated 2026-08-11

$109M
Total assets: 260
Participants: 91st
Percentile by assets: $418,225
Avg per participant

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.

91st percentile by assets (of 123,622 plans)
#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.

$109M
total plan assets (2024 EOY): 260
covered participants: 91st
percentile by assets (of 123,622 plans): $418,225
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Pennsylvania

Industry

Finance & Insurance

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Philadelphia Federal Credit Union Defined Benefit Plan and Trust reports 260 participants - about 32% of that state average ($109M EOY assets).

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)

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 Defined Benefit (Pension) Plans in Pennsylvania

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

Philadelphia Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants

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

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

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Philadelphia Federal Credit Union Defined Benefit Plan and Trust by total assets, not by location.

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

Frequently Asked Questions

How did Philadelphia Federal Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼

Philadelphia Federal Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 9.5% during 2024, from $99M to $109M. Reported net income was $9M.

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 Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼

Philadelphia Federal Credit Union Defined Benefit Plan and Trust ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Philadelphia Federal Credit Union Defined Benefit Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Southern California Floor Covering Pension Trust Fund in CA ($109M, 564 participants).

Next read for Philadelphia Federal Credit Union Define…

Filing takeaways

Ways to act on Philadelphia Federal Credit Union Defined Benefit Plan and Trust's numbers.

By total assets, Philadelphia Federal Credit Union Defined Benefit Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) 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.