Defined Benefit (Pension) · DOL Form 5500 · 2024

Patriot Federal Credit Union Pension Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
90
Participants Small participant base
84th
Percentile by assets National rank
$568,637
Avg per participant High balance/head
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Official DOL plan name: Patriot Federal Credit Union Retirement Pension Plan · Sponsored by Patriot Federal Credit Union · Pennsylvania · Finance & Insurance

$51M in assets, 90 participants

Patriot Federal Credit Union's Patriot Federal Credit Union Retirement Pension Plan reported $51M in total assets and 90 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #6,488 in Finance & Insurance (8,549 peers)

Where Patriot Federal Credit Union Retirement Pension Plan sits by assets

Patriot Federal Credit Union Retirement Pension Plan sits in the top quartile of all filed plans by assets, $51M for 90 participants (~$568,637/participant), down 3.1% in 2024.

#6,488
in Finance & Insurance (8,549 peers)
-3.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Patriot Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$51,177,287 Top 16% higher than 84% 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

Patriot Federal Credit Union Retirement Pension Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Patriot Federal Credit Union Retirement Pension Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Patriot Federal Credit Union Retirement Pension Plan reported net income fell from $194K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Patriot Federal Credit Union Retirement Pension Plan reported participants fell from 107 in the plan year 2023 filing to 90 in the plan year 2024 filing.
  • Patriot Federal Credit Union Retirement Pension Plan end-of-year assets fell from $53M in the plan year 2023 filing to $51M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 251150379 · Patriot Federal Credit Union PY 2024 · Defined Benefit (Pension)

Patriot Federal Credit Union Retirement Pension Plan · $51M · 90 · 84th

  • SCH $51M
  • SCH 90
  • SCH 84th
  • SCH Defined Benefit (Pension)
  • SCH near Allison Transmission Retirement Program for Salaried Employees
  • SCH ind #6488

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 Pennsylvania →

Patriot Federal Credit Union Retirement Pension Plan in the asset neighbourhood

Retirement Plan for Employees of Range Regional Health ServicesRetirement Plan for Employee…$51MThe Pension Plan for Employees of Kbc Bank N. V., New York BranchThe Pension Plan for Employe…$51MPatriot Federal Credit Union Retirement Pension PlanPatriot Federal Credit Union…$51MAllison Transmission Retirement Program for Salaried EmployeesAllison Transmission Retirem…$51MThe New York Community Trust Retirement PlanThe New York Community Trust…$51M
End-of-year total assets ($M) among Patriot Federal Credit Union 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)$53M
Net Assets (End of Year)$51M
Net Income-$2M
Employer EIN251150379
Plan Effective Date1977-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patriot Federal Credit Union)

Sponsor-wide plan assets over time

All Patriot Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$69M 5.922525646166849% vs 2022
2024 filing year
$64M$66M$68M$70M 202220232024 $65M $68.8M ▲ +5.9%
Year Plans Participants Total Assets
2022 2 299 $65M
2023 2 301 $67M
2024 2 282 $69M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Patriot Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.051177287 · Participants: 90Patriot Federal Credit Union Retirement Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Patriot Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Patriot Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Allison Transmission Retirement Program for Salaried Employees in IN ($51M); by covered participants it is Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in AL (90 participants). Same-state nearby plans are listed separately above.

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 Patriot Federal Credit Union Retirement Pension Plan assets move in 2024? ▼
Patriot Federal Credit Union Retirement Pension Plan edged down modestly - down 3.1% during 2024, from $53M to $51M. Reported net income was -$2M.
How have Patriot Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patriot Federal Credit Union's sponsor-wide assets grew 5.9%, from $65M to $69M.
Where does Patriot Federal Credit Union Retirement Pension Plan rank by assets among Form 5500 filers? ▼
Patriot Federal Credit Union Retirement Pension Plan ranks in the 84th 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 Patriot Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allison Transmission Retirement Program for Salaried Employees in IN ($51M, 185 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Patriot Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Alabama State Employees Credit Union Cash Balance Defined Benefit Plan and Trust in AL (90 participants, $10M 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 251150379.

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.