Defined Benefit (Pension)
2024 plan-year Defined Benefit (Pension) DOL Form 5500

EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

NUVISION FEDERAL CREDIT UNION

This Defined Benefit (Pension) plan holds $9M in total assets and serves 38 participants as of 2024. It is sponsored by NUVISION FEDERAL CREDIT UNION in California. The plan reported a net loss of $2M for the year.

Total Assets (2023)
$9M
Participants
38
State
Industry
Finance & Insurance

What the Filing Says About EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION

EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION is a Defined Benefit (Pension) retirement plan sponsored by NUVISION FEDERAL CREDIT UNION, headquartered in California. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 38 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 951644517, and the plan has been effective since 1968-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2024 to $9M at year-end — a decline of 20.6%. Net assets (after liabilities) closed the year at $9M, with reported net income of $-2,218,770 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$11M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$-2,218,770
Plan TypeDefined Benefit (Pension)
Employer EIN951644517
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (NUVISION FEDERAL CREDIT UNION)

Year Plans Participants Total Assets
2022 2 553 $65M
2023 2 539 $73M
2024 2 543 $78M

Nearby Defined Benefit (Pension) Plans in California

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

Frequently Asked Questions

How much money is in the EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION?
As of the 2024 Form 5500 filing, EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION holds $9M in total assets with 38 participants. It is sponsored by NUVISION FEDERAL CREDIT UNION.
What type of plan is EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION?
EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION is a Defined Benefit (Pension) plan. It has been effective since 1968-01-01. The plan is filed with the U.S. Department of Labor under EIN 951644517.
Who sponsors the EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION?
EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION is sponsored by NUVISION FEDERAL CREDIT UNION, located in California. The sponsor's EIN is 951644517 and the plan operates in the Finance & Insurance industry.
How did EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION perform in 2024?
EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION declined by 20.6% during 2024, moving from $11M to $9M in total assets. Net income was $-2,218,770.
Where can I find official filings for EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION?
Official Form 5500 filings for EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 951644517 or plan name at efast.dol.gov.
How does EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION compare to other plans?
You can compare EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 951644517.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.