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
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
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.
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
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $133M |
|---|---|
| Net Assets (End of Year) | $144M |
| Net Income | $11M |
| Employer EIN | 131628594 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
| 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.
- IBM Personal Pension Plan $17.9B · 48,014
- 1199seiu Health Care Employees Pension Fund $16.9B · 111,833
- Consolidated Edison Retirement Plan $15.6B · 10,608
- Pfizer Consolidated Pension Plan $10.0B · 8,876
- GE Energy Pension Plan $8.9B · 5,829
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($144M here).
- St. Luke's Health System Basic Pension Plan (ID) $144M · 217
- Circor International, Inc. Retirement Plan (MA) $144M · 104
- Kansas City Life Insurance Company Cash Balance Pension Plan (MO) $144M · 161
- Southwire Company Hourly Pension Plan (GA) $145M · 5,144
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.