Defined Benefit (Pension) · DOL Form 5500 · 2024

Jovia Financial Credit Union Pension Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
441
Participants Below avg headcount
82nd
Percentile by assets National rank
$97,234
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jovia Financial Credit Union Defined Benefit Plan and Trust · Sponsored by Jovia Financial Credit Union · New York · Finance & Insurance

$43M in assets, 441 participants

Jovia Financial Credit Union's Jovia Financial Credit Union Defined Benefit Plan and Trust reported $43M in total assets and 441 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #6,207 in Finance & Insurance (8,549 peers)

Where Jovia Financial Credit Union Defined Benefit Plan and Trust sits by assets

Jovia Financial Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $43M for 441 participants (~$97,234/participant), up 8.8% in 2024.

#6,207
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Jovia Financial Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Jovia Financial Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$42,880,019 Top 18% higher than 82% 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

Jovia Financial Credit Union Defined Benefit Plan and Trust 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. Jovia Financial Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (441 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jovia Financial Credit Union Defined Benefit Plan and Trust reported net income fell from $6M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Jovia Financial Credit Union Defined Benefit Plan and Trust reported participants rose from 373 in the plan year 2023 filing to 441 in the plan year 2024 filing.
  • Jovia Financial Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 111644859 · Jovia Financial Credit Union PY 2024 · Defined Benefit (Pension)

Jovia Financial Credit Union Defined Benefit Plan and Trust · $43M · 441 · 82nd

  • BOY $43M
  • SCH 441
  • EBSA 82nd
  • PART Defined Benefit (Pension)
  • TYPE near Oregon District Foundry Pension Plan
  • NET ind #6207

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 →

Jovia Financial Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Nnss Igan Pension Plan$43MJovia Financial Credit Union Defined Benefit Plan and TrustJovia Financial Credit Union…$43MOregon District Foundry Pension PlanOregon District Foundry Pens…$43MEssentra USA Retirement Plan$43MSt. Marys Hospital of St. Marys County Pension Plan and TrustSt. Marys Hospital of St. Ma…$43M
End-of-year total assets ($M) among Jovia Financial Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$43M
Net Income$3M
Employer EIN111644859
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Jovia Financial Credit Union)

Sponsor-wide plan assets over time

All Jovia Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$81M 35.736144521366455% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.8M $81.1M ▲ +35.7%
Year Plans Participants Total Assets
2022 2 785 $60M
2023 2 840 $73M
2024 2 966 $81M

Nearby Defined Benefit (Pension) Plans in New York

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

Jovia Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jovia Financial Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.042880019 · Participants: 441Jovia Financial Credit Union Defined Benefit Plan and TrustIBM 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
Jovia Financial Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Jovia Financial Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Jovia Financial Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Oregon District Foundry Pension Plan in OR ($43M); by covered participants it is Capital City Bank Group, Inc. Retirement Plan in FL (441 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (441 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 Jovia Financial Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
Jovia Financial Credit Union Defined Benefit Plan and Trust grew at a solid clip - up 8.8% during 2024, from $39M to $43M. Reported net income was $3M.
How have Jovia Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jovia Financial Credit Union's sponsor-wide assets grew 35.7%, from $60M to $81M.
Where does Jovia Financial Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Jovia Financial Credit Union Defined Benefit Plan and Trust ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Jovia Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oregon District Foundry Pension Plan in OR ($43M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Jovia Financial Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Capital City Bank Group, Inc. Retirement Plan in FL (441 participants, $141M 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 111644859.

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.