Defined Benefit (Pension) · DOL Form 5500 · 2024

Nuvision Federal Credit Union Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
38
Participants Small participant base
52nd
Percentile by assets National rank
$224,788
Avg per participant Above avg balance/head
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Official DOL plan name: Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union · Sponsored by Nuvision Federal Credit Union · California · Finance & Insurance

$9M in assets, 38 participants

Nuvision Federal Credit Union's Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union reported $9M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,113 in Finance & Insurance (8,549 peers)

Nuvision Federal Credit Union multi-year trail

Nuvision Federal Credit Union's plans moved +19.6% in assets from 2022 to 2024; this filing shows Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union at $9M / 38 participants.

#3,113
in Finance & Insurance (8,549 peers)
-20.6%
assets change YoY

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.

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union's mid-pack asset rank among Finance & Insurance and all filers

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union vs every filed plan by assets

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

$8,541,933 Top 48% higher than 52% 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

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union reported net income fell from $289K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union end-of-year assets fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union reported participants fell from 39 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 951644517 · Nuvision Federal Credit Union PY 2024 · Defined Benefit (Pension)

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union · $9M · 38 · 52nd

  • NET $9M
  • NET 38
  • NET 52nd
  • NET Defined Benefit (Pension)
  • NET near Summit Credit Union Defined Benefit Plan and Trust
  • NET ind #3113

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 California →

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union in the asset neighbourhood

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit UnionEmployees' Defined Benefit P…$9MSummit Credit Union Defined Benefit Plan and TrustSummit Credit Union Defined …$9MAmended Employees' Pension and Investment Plan of the Hunt Corporation and Related CompaniesAmended Employees' Pension a…$8MChyronhego Employee's Pension PlanChyronhego Employee's Pensio…$8MThomas County Federal Savings & Loan Association Retirement PlanThomas County Federal Saving…$8M
End-of-year total assets ($M) among Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Nuvision Federal Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Nuvision Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$78M 19.616333910896177% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $65.2M $78M ▲ +19.6%
Year Plans Participants Total Assets
2022 2 553 $65M
2023 2 539 $73M
2024 2 543 $78M

Nuvision Federal Credit Union filing trail (2024)

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

Nearby Defined Benefit (Pension) Plans in California

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

Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union, Total assets ($B): 0.008541933 · Participants: 38Employees' Defined Benefit Pension Plan of Nuvision Federal Credit UnionKaiser Permanente Retirement Plan, Total assets ($B): 34.452234723 · Participants: 135057Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.60716624 · Participants: 27500Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 11.441381434 · Participants: 18983Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Western States Carpenters Pension Plan, Total assets ($B): 11.342334451 · Participants: 48582Western States Carpenters Pension PlanIlwu-Pma Pension Plan, Total assets ($B): 10.798538721 · Participants: 15833Ilwu-Pma Pension Plan
Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Summit Credit Union Defined Benefit Plan and Trust in NC ($9M); by covered participants it is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union assets move in 2024? ▼
Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union declined sharply - down 20.6% during 2024, from $11M to $9M. Reported net income was -$2M.
How have Nuvision Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nuvision Federal Credit Union's sponsor-wide assets grew 19.6%, from $65M to $78M.
Which Defined Benefit (Pension) plans are similar in size to Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Summit Credit Union Defined Benefit Plan and Trust in NC ($9M, 101 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Employees' Defined Benefit Pension Plan of Nuvision Federal Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Defined Retirement Plan of Usmx/Nysa/Cccsc in NJ (38 participants, $102M 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 951644517.

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.