Defined Benefit (Pension) · DOL Form 5500 · 2024
Citizens Equity First Credit Union Pension Plan
Data updated 2026-08-11
- $209M
- Total assets
- 886
- Participants
- 94th
- Percentile by assets
- $235,834
- Avg per participant
Official DOL plan name: Cefcu Retirement Income Plan and Trust · Sponsored by Citizens Equity First Credit Union · Illinois · Finance & Insurance
$209M in assets, 886 participants
Citizens Equity First Credit Union's Cefcu Retirement Income Plan and Trust reported $209M in total assets and 886 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 123,622 plans)
- #7,787 in Finance & Insurance (8,549 peers)
Where Cefcu Retirement Income Plan and Trust sits by assets
Cefcu Retirement Income Plan and Trust sits in the top 10% of all filed plans by assets, $209M for 886 participants (~$235,834/participant), up 3.7% in 2024.
- $209M
- total plan assets (2024 EOY)
- 886
- covered participants
- 94th
- percentile by assets (of 123,622 plans)
- $235,834
- avg assets per participant
Where Cefcu Retirement Income Plan and Trust sits by total assets
Cefcu Retirement Income Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$208,949,014 Top 6% higher than 94% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Cefcu Retirement Income Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Cefcu Retirement Income Plan and Trust reported participants rose from 827 in the plan year 2023 filing to 886 in the plan year 2024 filing.
- Cefcu Retirement Income Plan and Trust end-of-year assets rose from $201M in the plan year 2023 filing to $209M in the plan year 2024 filing.
Cefcu Retirement Income Plan and Trust vs the 2024 asset distribution
By assets, Cefcu Retirement Income Plan and Trust outranks 94% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $201M |
|---|---|
| Net Assets (End of Year) | $205M |
| Net Income | $8M |
| Employer EIN | 376028123 |
| Plan Effective Date | 1973-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Citizens Equity First Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,730 | $298M |
| 2023 | 2 | 1,770 | $326M |
| 2024 | 2 | 1,857 | $354M |
Nearby Defined Benefit (Pension) Plans in Illinois
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Cefcu Retirement Income Plan and Trust vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
- Central States, Southeast & Southwest Areas Pension Plan $48.2B · 36,799
- State Farm Insurance Companies Retirement Plan for United States Employees $37.7B · 41,619
- GE Healthcare Pension Plan $13.7B · 5,554
- Abbott Laboratories Annuity Retirement Plan $8.6B · 17,875
- United Food & Commercial Workers Intl Union - Industry Pension Fund $8.2B · 20,984
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Cefcu Retirement Income Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Cefcu Retirement Income Plan and Trust assets move in 2024? ▼
How have Citizens Equity First Credit Union plan assets changed over time? ▼
Where does Cefcu Retirement Income Plan and Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Cefcu Retirement Income Plan and Trust? ▼
Next read for Cefcu Retirement Income Plan and Trust
Scale reading
Ways to act on Cefcu Retirement Income Plan and Trust's numbers.
- By total assets, Cefcu Retirement Income 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 Illinois. Compare plans
- Citizens Equity First Credit Union's sponsor-wide assets have grown 18.8% since 2022 across 3 plan years on file. More Finance & Insurance plans