Defined Benefit (Pension) · DOL Form 5500 · 2024

Summit Credit Union Pension Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
798
Participants Near avg headcount
72nd
Percentile by assets National rank
$28,172
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Summit Credit Union Retirement Pension Plan · Sponsored by Summit Credit Union · Wisconsin · Finance & Insurance

$22M in assets, 798 participants

Summit Credit Union's Summit Credit Union Retirement Pension Plan reported $22M in total assets and 798 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,965 in Finance & Insurance (8,549 peers)

Summit Credit Union multi-year trail

Summit Credit Union's plans moved +41.7% in assets from 2022 to 2024; this filing shows Summit Credit Union Retirement Pension Plan at $22M / 798 participants.

#4,965
in Finance & Insurance (8,549 peers)
+7.5%
assets growth YoY

Summit Credit Union Retirement Pension Plan's outsized position by total assets

Summit Credit Union Retirement Pension Plan vs every filed plan by assets

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

$22,480,908 Top 28% higher than 72% 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

Summit Credit Union Retirement Pension 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. Summit Credit Union Retirement Pension Plan sits mid-pack in the medium band (798 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Summit Credit Union Retirement Pension Plan reported net income fell from $7M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Summit Credit Union Retirement Pension Plan reported participants rose from 662 in the plan year 2023 filing to 798 in the plan year 2024 filing.
  • Summit Credit Union Retirement Pension Plan end-of-year assets rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 390230585 · Summit Credit Union PY 2024 · Defined Benefit (Pension)

Summit Credit Union Retirement Pension Plan · $22M · 798 · 72nd

  • RANK $22M
  • RANK 798
  • RANK 72nd
  • RANK Defined Benefit (Pension)
  • RANK near Alliance Compressors, LLC Retirement Plan
  • RANK ind #4965

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 Wisconsin →

Summit Credit Union Retirement Pension Plan in the asset neighbourhood

Roofers Local Union No. 71 Pension PlanRoofers Local Union No. 71 P…$23MTrue Value Company Defined Lump Sum Pension PlanTrue Value Company Defined L…$23MThe Retirement Plan of Power Financial Credit UnionThe Retirement Plan of Power…$23MSummit Credit Union Retirement Pension PlanSummit Credit Union Retireme…$22MAlliance Compressors, LLC Retirement PlanAlliance Compressors, LLC Re…$22M
End-of-year total assets ($M) among Summit Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Summit Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Summit Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$140M 41.68867917007935% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $98.5M $140M ▲ +41.7%
Year Plans Participants Total Assets
2022 2 1,269 $98M
2023 2 1,430 $127M
2024 2 1,624 $140M

Summit Credit Union filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN390230585
Plan Effective Date1960-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Summit Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Summit Credit Union Retirement Pension Plan, Total assets ($B): 0.022480908 · Participants: 798Summit Credit Union Retirement Pension PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Summit Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Summit Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Alliance Compressors, LLC Retirement Plan in OH ($22M); by covered participants it is Pacificorp/IBEW Local 57 Retirement Trust Fund in CA (798 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (798 participants); asset peers above are excluded.

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 Summit Credit Union Retirement Pension Plan assets move in 2024? ▼
Summit Credit Union Retirement Pension Plan grew at a solid clip - up 7.5% during 2024, from $21M to $22M. Reported net income was $2M.
How have Summit Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Summit Credit Union's sponsor-wide assets grew 41.7%, from $98M to $140M.
Which Defined Benefit (Pension) plans are similar in size to Summit Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Alliance Compressors, LLC Retirement Plan in OH ($22M, 179 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Summit Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pacificorp/IBEW Local 57 Retirement Trust Fund in CA (798 participants, $207M in assets).

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 390230585.

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.