Defined Benefit (Pension) · DOL Form 5500 · 2024

Belco Community Credit Union Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
224
Participants Below avg headcount
81st
Percentile by assets National rank
$177,264
Avg per participant Above avg balance/head
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Official DOL plan name: Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Belco Community Credit Union · Pennsylvania · Finance & Insurance

$40M in assets, 224 participants

Belco Community Credit Union's Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust reported $40M in total assets and 224 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,072 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust covers 224 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $40M.

#6,072
in Finance & Insurance (8,549 peers)
+3.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Belco Community 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

$39,707,235 Top 19% higher than 81% 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

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust 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. Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 231445884 · Belco Community Credit Union PY 2024 · Defined Benefit (Pension)

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust · $40M · 224 · 81st

  • PART $40M
  • TYPE 224
  • NET 81st
  • BOOK Defined Benefit (Pension)
  • VS-ST near Roofers Local No. 241 Pension Fund
  • BOY ind #6072

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 Pennsylvania →

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

The Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$40MWellmont Health System Defined Benefit PlanWellmont Health System Defin…$40MBelco Community Credit Union Cash Balance Defined Benefit Plan and TrustBelco Community Credit Union…$40MRoofers Local No. 241 Pension FundRoofers Local No. 241 Pensio…$40MSchulte Roth & Zabel LLP Partners' Cash Balance PlanSchulte Roth & Zabel LLP Par…$40M
End-of-year total assets ($M) among Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$1M
Employer EIN231445884
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Belco Community Credit Union)

Sponsor-wide plan assets over time

All Belco Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.966911197555108% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $34.5M $39.7M ▲ +15.0%
Year Plans Participants Total Assets
2022 1 199 $35M
2023 1 222 $38M
2024 1 224 $40M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.039707235 · Participants: 224Belco Community Credit Union Cash Balance Defined Benefit Plan and TrustNational Elevator Industry Pension Plan, Total assets ($B): 12.213235301 · Participants: 28308National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 7.234971663 · Participants: 46110Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.528998 · Participants: 58779The PNC Financial Services Group, Inc. Pension PlanThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.178651926 · Participants: 6387The Bank of New York Mellon Corporation Pension PlanConstellation Retirement Program, Total assets ($B): 5.003720253 · Participants: 4809Constellation Retirement Program
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Roofers Local No. 241 Pension Fund in NY ($40M); by covered participants it is Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming in WY (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust edged up modestly - up 3.9% during 2024, from $38M to $40M. Reported net income was $1M.
How have Belco Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Belco Community Credit Union's sponsor-wide assets grew 15.0%, from $35M to $40M.
Where does Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local No. 241 Pension Fund in NY ($40M, 196 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Belco Community Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Non-Contributory Retirement Program for Certain Empl of Bcbs Wyoming in WY (224 participants, $36M 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 231445884.

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.