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.
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 Type | Defined Benefit (Pension) |
| Employer EIN | 951644517 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING 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.
- KAISER PERMANENTE RETIREMENT PLAN $33.5B · 127,356
- PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN $21.4B · 22,914
- PACIFIC GAS AND ELECTRIC COMPANY RETIREMENT PLAN $18.0B · 25,647
- RETIREMENT PLAN FOR PHYSICIANS AND SALARIED EMPLOYEES OF THE PERMANENTE MEDICAL GROUP, INC. $10.8B · 19,545
- DISNEY SALARIED PENSION PLAN D $10.1B · 10,813
Related Data
Guides
Related Data on Other Portals
Frequently Asked Questions
How much money is in the EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION? ▼
What type of plan is EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION? ▼
Who sponsors the EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION? ▼
How did EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION perform in 2024? ▼
Where can I find official filings for EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION? ▼
How does EMPLOYEES' DEFINED BENEFIT PENSION PLAN OF NUVISION FEDERAL CREDIT UNION compare to other plans? ▼
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.
Read our methodology — how this data is sourced, computed, and verified.