Defined Benefit (Pension) · DOL Form 5500 · 2024

Teg Federal Credit Union Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
108
Participants Small participant base
67th
Percentile by assets National rank
$160,369
Avg per participant Above avg balance/head
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Official DOL plan name: Teg Federal Credit Union Retirement Pension Plan · Sponsored by Teg Federal Credit Union · New York · Finance & Insurance

$17M in assets, 108 participants

Teg Federal Credit Union's Teg Federal Credit Union Retirement Pension Plan reported $17M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,436 in Finance & Insurance (8,549 peers)

Coverage in New York

Teg Federal Credit Union Retirement Pension Plan covers 108 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $17M.

#4,436
in Finance & Insurance (8,549 peers)
+13.4%
assets growth YoY

Teg Federal Credit Union Retirement Pension Plan's outsized position by total assets

Teg Federal Credit Union Retirement Pension Plan vs every filed plan by assets

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

$17,319,889 Top 33% higher than 67% 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

Teg Federal Credit Union Retirement Pension Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Teg Federal Credit Union Retirement Pension Plan sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Teg Federal Credit Union Retirement Pension Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Teg Federal Credit Union Retirement Pension Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Teg Federal Credit Union Retirement Pension Plan reported participants rose from 104 in the plan year 2023 filing to 108 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 146077731 · Teg Federal Credit Union PY 2024 · Defined Benefit (Pension)

Teg Federal Credit Union Retirement Pension Plan · $17M · 108 · 67th

  • RANK $17M
  • PHOTO 108
  • IND 67th
  • EOY Defined Benefit (Pension)
  • 5500 near Bay Area Surgical Specialists Defined Benefit Pp&t
  • ASSETS ind #4436

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 New York →

Teg Federal Credit Union Retirement Pension Plan in the asset neighbourhood

The Pension Plan of United Way of Greater Atlanta, Inc.The Pension Plan of United W…$17MTeg Federal Credit Union Retirement Pension PlanTeg Federal Credit Union Ret…$17MBay Area Surgical Specialists Defined Benefit Pp&tBay Area Surgical Specialist…$17MDestileria Serralles, Inc. Puerto Rico Pension PlanDestileria Serralles, Inc. P…$17MGranges Americas Inc. Pension Plan for Hourly Paid Employees at Salisbury, Nc PlantGranges Americas Inc. Pensio…$17M
End-of-year total assets ($M) among Teg Federal Credit Union Retirement Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN146077731
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Teg Federal Credit Union)

Sponsor-wide plan assets over time

All Teg Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$24M 38.930212939021416% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.1M $23.7M ▲ +39.0%
Year Plans Participants Total Assets
2022 2 216 $17M
2023 2 220 $20M
2024 2 307 $24M

Nearby Defined Benefit (Pension) Plans in New York

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

Teg Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Teg Federal Credit Union Retirement Pension Plan, Total assets ($B): 0.017319889 · Participants: 108Teg Federal Credit Union Retirement Pension PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Teg Federal Credit Union Retirement Pension Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Teg Federal Credit Union Retirement Pension Plan side-by-side with 3 peers →

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

Outside New York, the nearest Defined Benefit (Pension) by assets is Bay Area Surgical Specialists Defined Benefit Pp&t in CA ($17M); by covered participants it is Nortek Retirement Plan in WI (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Teg Federal Credit Union Retirement Pension Plan assets move in 2024? ▼
Teg Federal Credit Union Retirement Pension Plan grew at a solid clip - up 13.4% during 2024, from $15M to $17M. Reported net income was $2M.
How have Teg Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Teg Federal Credit Union's sponsor-wide assets grew 38.9%, from $17M to $24M.
Which Defined Benefit (Pension) plans are similar in size to Teg Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bay Area Surgical Specialists Defined Benefit Pp&t in CA ($17M, 431 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Teg Federal Credit Union Retirement Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nortek Retirement Plan in WI (108 participants, $43M 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 146077731.

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.