Defined Benefit (Pension) · DOL Form 5500 · 2024

United Nations Federal Credit Union Pension Plan

Data updated 2026-08-25

$144M
Total assets Near avg plan size
626
Participants Below avg headcount
93rd
Percentile by assets National rank
$230,709
Avg per participant Above avg balance/head
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Official DOL plan name: United Nations Federal Credit Union Cash Balance Retirement Pension Plan · Sponsored by United Nations Federal Credit Union · New York · Finance & Insurance

$144M in assets, 626 participants

United Nations Federal Credit Union's United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported $144M in total assets and 626 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,570 in Finance & Insurance (8,549 peers)

Where United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits by assets

United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits in the top 10% of all filed plans by assets, $144M for 626 participants (~$230,709/participant), up 8.3% in 2024.

#7,570
in Finance & Insurance (8,549 peers)
+8.3%
assets growth YoY
1.4×
vs typical plan assets (national mean)

United Nations Federal Credit Union Cash Balance Retirement Pension Plan's outsized position by total assets

United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs every filed plan by assets

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

$144,423,602 Top 7% higher than 93% 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

United Nations Federal Credit Union Cash Balance 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. United Nations Federal Credit Union Cash Balance Retirement Pension Plan sits mid-pack in the medium band (626 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported net income fell from $29M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • United Nations Federal Credit Union Cash Balance Retirement Pension Plan reported participants rose from 555 in the plan year 2023 filing to 626 in the plan year 2024 filing.
  • United Nations Federal Credit Union Cash Balance Retirement Pension Plan end-of-year assets rose from $133M in the plan year 2023 filing to $144M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 131628594 · United Nations Federal Credit Union PY 2024 · Defined Benefit (Pension)

United Nations Federal Credit Union Cash Balance Retirement Pension Plan · $144M · 626 · 93rd

  • IND $144M
  • EOY 626
  • 5500 93rd
  • ASSETS Defined Benefit (Pension)
  • PCT near St. Luke's Health System Basic Pension Plan
  • EIN ind #7570

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 New York →

United Nations Federal Credit Union Cash Balance Retirement Pension Plan in the asset neighbourhood

Southwire Company Hourly Pension PlanSouthwire Company Hourly Pen…$145MCircor International, Inc. Retirement PlanCircor International, Inc. R…$144MSt. Luke's Health System Basic Pension PlanSt. Luke's Health System Bas…$144MUnited Nations Federal Credit Union Cash Balance Retirement Pension PlanUnited Nations Federal Credi…$144MKansas City Life Insurance Company Cash Balance Pension PlanKansas City Life Insurance C…$144M
End-of-year total assets ($M) among United Nations Federal Credit Union Cash Balance Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$133M
Net Assets (End of Year)$144M
Net Income$11M
Employer EIN131628594
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Nations Federal Credit Union)

Sponsor-wide plan assets over time

All United Nations Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$303M 36.80977327644464% vs 2022
2024 filing year
$200M$250M$300M$350M 202220232024 $222M $303M ▲ +36.8%
Year Plans Participants Total Assets
2022 2 1,137 $222M
2023 2 1,187 $274M
2024 2 1,338 $303M

Nearby Defined Benefit (Pension) Plans in New York

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

United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants United Nations Federal Credit Union Cash Balance Retirement Pension Plan, Total assets ($B): 0.144423602 · Participants: 626United Nations Federal Credit Union Cash Balance Retirement Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
United Nations Federal Credit Union Cash Balance Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

United Nations Federal Credit Union Cash Balance Retirement Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is St. Luke's Health System Basic Pension Plan in ID ($144M); by covered participants it is First Community Credit Union Retirement Pension Plan in MO (626 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (626 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 United Nations Federal Credit Union Cash Balance Retirement Pension Plan assets move in 2024?
United Nations Federal Credit Union Cash Balance Retirement Pension Plan grew at a solid clip - up 8.3% during 2024, from $133M to $144M. Reported net income was $11M.
How have United Nations Federal Credit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), United Nations Federal Credit Union's sponsor-wide assets grew 36.8%, from $222M to $303M.
Where does United Nations Federal Credit Union Cash Balance Retirement Pension Plan rank by assets among Form 5500 filers?
United Nations Federal Credit Union Cash Balance Retirement Pension Plan ranks in the 93rd 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 United Nations Federal Credit Union Cash Balance Retirement Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is St. Luke's Health System Basic Pension Plan in ID ($144M, 217 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Nations Federal Credit Union Cash Balance Retirement Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Community Credit Union Retirement Pension Plan in MO (626 participants, $62M in assets).