Defined Benefit (Pension) · DOL Form 5500 · 2024

Trona Valley Community Federal Credit Union Pension Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
72
Participants Small participant base
70th
Percentile by assets National rank
$274,304
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Trona Valley Community Federal Credit Union · Wyoming · Finance & Insurance

$20M in assets, 72 participants

Trona Valley Community Federal Credit Union's Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust reported $20M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,694 in Finance & Insurance (8,549 peers)

2024 asset change

Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip 8.2% in 2024 ($18M → $20M) for 72 participants.

#4,694
in Finance & Insurance (8,549 peers)
+8.2%
assets growth YoY

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

Trona Valley Community Federal 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

$19,749,905 Top 30% higher than 70% 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

Trona Valley Community Federal 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. Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (72 participants) on this national headcount ladder.

DOL schedule card

Filing strip 830204001 · Trona Valley Community Federal Credit Union PY 2024 · Defined Benefit (Pension)

Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust · $20M · 72 · 70th

  • EOY $20M
  • EOY 72
  • EOY 70th
  • EOY Defined Benefit (Pension)
  • EOY near Heat & Frost & Allied Workers No. 21 Pension Plan
  • EOY ind #4694

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 Wyoming →

Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Pillsbury Winthrop Shaw Pittman LLP Cash Balance Plan No. 1Pillsbury Winthrop Shaw Pitt…$20MTrona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and TrustTrona Valley Community Feder…$20MHeat & Frost & Allied Workers No. 21 Pension PlanHeat & Frost & Allied Worker…$20MLbv Retirement Plan$20MHeat and Frost Insulators and Allied Workers Local No. 4 Pension PlanHeat and Frost Insulators an…$20M
End-of-year total assets ($M) among Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN830204001
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Wyoming

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

Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. -50050100150200250 010203040 Total assets ($M) Participants Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($M): 19.749905 · Participants: 72Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and TrustNon-Contributory Retirement Program for Certain Empl of Bcbs Wyoming, Total assets ($M): 35.554892 · Participants: 224Non-Contributory Retirement Program for Certain Empl of Bcbs WyomingWestern Farm Bureau Pension Plan, Total assets ($M): 14.087175 · Participants: 54Western Farm Bureau Pension PlanOperating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust Fund, Total assets ($M): 12.37598 · Participants: 0Operating Engineers #800 & Wyoming Contractors' Association, Inc. Pension Trust FundGem City Bone & Joint, P.C. Pension Plan, Total assets ($M): 10.718192 · Participants: 154Gem City Bone & Joint, P.C. Pension PlanWestern Farm Bureau Pension Plan, Total assets ($M): 2.913696 · Participants: 5Western Farm Bureau Pension Plan
Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Wyoming, assets vs. participants
Compare Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Wyoming, the nearest Defined Benefit (Pension) by assets is Heat & Frost & Allied Workers No. 21 Pension Plan in TX ($20M); by covered participants it is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 8.2% during 2024, from $18M to $20M. Reported net income was $2M.
Which Defined Benefit (Pension) plans are similar in size to Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Heat & Frost & Allied Workers No. 21 Pension Plan in TX ($20M, 58 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Trona Valley Community Federal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (72 participants, $28M 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 830204001.

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.