Defined Benefit (Pension) · DOL Form 5500 · 2024

Community First Credit Union Pension Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
542
Participants Below avg headcount
90th
Percentile by assets National rank
$180,671
Avg per participant Above avg balance/head
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Official DOL plan name: Community First Credit Union Defined Benefit Plan and Trust · Sponsored by Community First Credit Union · Wisconsin · Finance & Insurance

$98M in assets, 542 participants

Community First Credit Union's Community First Credit Union Defined Benefit Plan and Trust reported $98M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,254 in Finance & Insurance (8,549 peers)

Where Community First Credit Union Defined Benefit Plan and Trust sits by assets

Community First Credit Union Defined Benefit Plan and Trust sits in the top 10% of all filed plans by assets, $98M for 542 participants (~$180,671/participant), up 24.9% in 2024.

#7,254
in Finance & Insurance (8,549 peers)
+24.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Community First Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Community First Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$97,923,689 Top 10% higher than 90% 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

Community First 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. Community First Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Community First Credit Union Defined Benefit Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Community First Credit Union Defined Benefit Plan and Trust end-of-year assets rose from $78M in the plan year 2023 filing to $98M in the plan year 2024 filing.
  • Community First Credit Union Defined Benefit Plan and Trust reported participants rose from 492 in the plan year 2023 filing to 542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 396264347 · Community First Credit Union PY 2024 · Defined Benefit (Pension)

Community First Credit Union Defined Benefit Plan and Trust · $98M · 542 · 90th

  • EIN $98M
  • EIN 542
  • EIN 90th
  • EIN Defined Benefit (Pension)
  • EIN near Coats North America Pension Plan
  • EIN ind #7254

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 Wisconsin →

Community First Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

United Steelworkers of America, AFL-CIO-Clc Highway Contractors Multi-Employer Pension PlanUnited Steelworkers of Ameri…$98MPension Plan of Holman EnterprisesPension Plan of Holman Enter…$98MCoats North America Pension PlanCoats North America Pension …$98MCommunity First Credit Union Defined Benefit Plan and TrustCommunity First Credit Union…$98MAlaska Ironworkers Pension PlanAlaska Ironworkers Pension P…$98M
End-of-year total assets ($M) among Community First 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)$78M
Net Assets (End of Year)$98M
Net Income$20M
Employer EIN396264347
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Sponsor-wide plan assets over time

All Community First Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$139M 30.024752696690182% vs 2022
2024 filing year
$100M$110M$120M$130M$140M$150M 202220232024 $107M $139M ▲ +30.0%
Year Plans Participants Total Assets
2022 2 992 $107M
2023 2 1,065 $114M
2024 2 1,141 $139M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Community First Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Community First Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.097923689 · Participants: 542Community First Credit Union Defined Benefit Plan and TrustBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Community First Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Community First Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Coats North America Pension Plan in NC ($98M); by covered participants it is International UAW Staff Retirement Income Plan in MI (542 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 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 Community First Credit Union Defined Benefit Plan and Trust assets move in 2024? ▼
Community First Credit Union Defined Benefit Plan and Trust grew sharply - up 24.9% during 2024, from $78M to $98M. Reported net income was $20M.
How have Community First Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Community First Credit Union's sponsor-wide assets grew 30.0%, from $107M to $139M.
Where does Community First Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Community First Credit Union Defined Benefit Plan and Trust ranks in the 90th 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 Community First Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Coats North America Pension Plan in NC ($98M, 166 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Community First Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is International UAW Staff Retirement Income Plan in MI (542 participants, $1.0B 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 396264347.

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.