Defined Benefit (Pension) · DOL Form 5500 · 2024

Uncle Credit Union Pension Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
97
Participants Small participant base
63rd
Percentile by assets National rank
$143,433
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Uncle Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Uncle Credit Union · California · Finance & Insurance

$14M in assets, 97 participants

Uncle Credit Union's Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported $14M in total assets and 97 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #4,002 in Finance & Insurance (8,549 peers)

Uncle Credit Union multi-year trail

Uncle Credit Union's plans moved +21.4% in assets from 2022 to 2024; this filing shows Uncle Credit Union Cash Balance Defined Benefit Plan and Trust at $14M / 97 participants.

#4,002
in Finance & Insurance (8,549 peers)
+8.8%
assets growth YoY

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$13,913,032 Top 37% higher than 63% 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

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uncle Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (97 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Uncle Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Uncle Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 96 in the plan year 2023 filing to 97 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941404327 · Uncle Credit Union PY 2024 · Defined Benefit (Pension)

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust · $14M · 97 · 63rd

  • PHOTO $14M
  • PHOTO 97
  • PHOTO 63rd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Plasterers Local 1 Pension Plan
  • PHOTO ind #4002

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 →

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

The Risk Management Association Pension PlanThe Risk Management Associat…$14MEmployees' Retirement Plan of Telemundo of Puerto Rico, Inc.Employees' Retirement Plan o…$14MPlasterers Local 1 Pension PlanPlasterers Local 1 Pension P…$14MUncle Credit Union Cash Balance Defined Benefit Plan and TrustUncle Credit Union Cash Bala…$14MBokers, Inc. Salaried Pension PlanBokers, Inc. Salaried Pensio…$14M
End-of-year total assets ($M) among Uncle Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Uncle Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Uncle Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$14M 21.395388486599202% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.5M $13.9M ▲ +21.4%
Year Plans Participants Total Assets
2022 1 85 $11M
2023 1 96 $13M
2024 1 97 $14M

Uncle Credit Union filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN941404327
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in California

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

Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Uncle Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.013913032 · Participants: 97Uncle Credit Union Cash Balance Defined Benefit Plan and TrustKaiser 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
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Uncle Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside California, the nearest Defined Benefit (Pension) by assets is Plasterers Local 1 Pension Plan in OH ($14M); by covered participants it is Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking in VA (97 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (97 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 Uncle Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Uncle Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 8.8% during 2024, from $13M to $14M. Reported net income was $1M.
How have Uncle Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uncle Credit Union's sponsor-wide assets grew 21.4%, from $11M to $14M.
Which Defined Benefit (Pension) plans are similar in size to Uncle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plasterers Local 1 Pension Plan in OH ($14M, 44 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Uncle Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Navy Federal Credit Union Retirement Plan for German Usd Paid Employees of Military Banking in VA (97 participants, $14M 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 941404327.

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.