Defined Benefit (Pension) · DOL Form 5500 · 2024
Triangle Credit Union Pension Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 143
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $73,808
- Avg per participant Below avg balance/head
Official DOL plan name: Triangle Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Triangle Credit Union · New Hampshire · Finance & Insurance
$11M in assets, 143 participants
Triangle Credit Union's Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported $11M in total assets and 143 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #3,488 in Finance & Insurance (8,549 peers)
Coverage in New Hampshire
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust covers 143 participants in New Hampshire, about 47% of the average New Hampshire filer (state average ~301 per filing). Assets: $11M.
- #3,488
- in Finance & Insurance (8,549 peers)
- -2.1%
- assets change YoY
The plan reported a net loss of $223K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers
Triangle 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
$10,554,581 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Triangle 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. Triangle Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (143 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $14K in the plan year 2023 filing to -$223K in the plan year 2024 filing.
- Triangle Credit Union Cash Balance Defined Benefit Plan and Trust reported participants rose from 134 in the plan year 2023 filing to 143 in the plan year 2024 filing.
- Triangle Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.
DOL schedule card
Filing strip 020223137 · Triangle Credit Union PY 2024 · Defined Benefit (Pension)
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust · $11M · 143 · 57th
- EOY $11M
- EOY 143
- EOY 57th
- EOY Defined Benefit (Pension)
- EOY near Advancion Corporation Defined Benefit Plan
- EOY ind #3488
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 Hampshire →
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood
New Hampshire filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$223K |
| Employer EIN | 020223137 |
| Plan Effective Date | 1982-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Triangle Credit Union)
Sponsor-wide plan assets over time
All Triangle Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $16M 6.0282805412305125% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 294 | $15M |
| 2023 | 2 | 285 | $16M |
| 2024 | 2 | 300 | $16M |
Nearby Defined Benefit (Pension) Plans in New Hampshire
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Pension Plan for Employees of Dartmouth-Hitchcock $609M · 1,373
- Retirement Plan for Employees of Concord Hospital $413M · 3,416
- Elliot Health System Pension Plan $267M · 475
- Catholic Medical Center Pension Plan $243M · 352
- Osram Sylvania Pension Plan $210M · 238
Triangle Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New Hampshire, the nearest Defined Benefit (Pension) by assets is Advancion Corporation Defined Benefit Plan in IL ($11M); by covered participants it is Retirement Plan for Employees of La Capitol Federal Credit Union in LA (143 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Advancion Corporation Defined Benefit Plan (IL) $11M · 73
- Retirement Plan for Licensed Practical Nurses of Samaritan Medical Center & Samaritan - Keep Nursing Home, Inc. (NY) $11M · 117
- Dover Motorsports, Inc. Pension Plan (DE) $11M · 11
- Texas Hospital Association Defined Benefit Retirement Plan (TX) $11M · 23
Similar participant headcount
Nearest other-state filings by covered participants (143 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.