Defined Benefit (Pension) · DOL Form 5500 · 2024

Community First Credit Union Pension Plan

Data updated 2026-08-11

$98M
Total assets: 542
Participants: 90th
Percentile by assets: $180,671
Avg per participant

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.

90th percentile by assets (of 123,622 plans)
#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.

$98M
total plan assets (2024 EOY): 542
covered participants: 90th
percentile by assets (of 123,622 plans): $180,671
avg assets per participant

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 →

State

Wisconsin

Industry

Finance & Insurance

Community First Credit Union Defined Benefit Plan and Trust vs the 2024 asset distribution

By assets, Community First Credit Union Defined Benefit Plan and Trust outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$78M
Net Assets (End of Year)	$98M
Net Income	$20M
Employer EIN	396264347
Plan Effective Date	1979-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Community First Credit Union)

Total plan assets by year, all Community First Credit Union plans on file

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

Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
Harley-Davidson Retirement Plan $1.9B · 1,414
North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105

Compare Community First Credit Union Defined Ben… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Community First Credit Union Defined Benefit Plan and Trust by total assets, not by location.

Coats North America Pension Plan (NC) $98M · 166
Pension Plan of Holman Enterprises (NJ) $98M · 1,526
Alaska Ironworkers Pension Plan (AK) $98M · 123
United Steelworkers of America, AFL-CIO-Clc Highway Contractors Multi-Employer Pension Plan (KY) $98M · 340

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).

Next read for Community First Credit Union Defined Ben…

Scale reading

Ways to act on Community First Credit Union Defined Benefit Plan and Trust's numbers.

By total assets, Community First Credit Union Defined Benefit 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 Wisconsin. Compare plans
Community First Credit Union's sponsor-wide assets have grown 30.0% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.