Defined Benefit (Pension) · DOL Form 5500 · 2024

Power Financial Credit Union Pension Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
48
Participants Small participant base
72nd
Percentile by assets National rank
$469,009
Avg per participant High balance/head
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Official DOL plan name: The Retirement Plan of Power Financial Credit Union · Sponsored by Power Financial Credit Union · Florida · Finance & Insurance

$23M in assets, 48 participants

Power Financial Credit Union's The Retirement Plan of Power Financial Credit Union reported $23M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,967 in Finance & Insurance (8,549 peers)

Power Financial Credit Union multi-year trail

Power Financial Credit Union's plans moved +22.3% in assets from 2022 to 2024; this filing shows The Retirement Plan of Power Financial Credit Union at $23M / 48 participants.

#4,967
in Finance & Insurance (8,549 peers)
+8.2%
assets growth YoY

The Retirement Plan of Power Financial Credit Union's outsized position by total assets

The Retirement Plan of Power Financial Credit Union vs every filed plan by assets

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

$22,512,432 Top 28% higher than 72% 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

The Retirement Plan of Power Financial Credit Union among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Retirement Plan of Power Financial Credit Union is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Retirement Plan of Power Financial Credit Union reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Retirement Plan of Power Financial Credit Union end-of-year assets rose from $21M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • The Retirement Plan of Power Financial Credit Union reported participants fell from 50 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 590690962 · Power Financial Credit Union PY 2024 · Defined Benefit (Pension)

The Retirement Plan of Power Financial Credit Union · $23M · 48 · 72nd

  • PHOTO $23M
  • PHOTO 48
  • PHOTO 72nd
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Roofers Local Union No. 71 Pension Plan
  • PHOTO ind #4967

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 Florida →

The Retirement Plan of Power Financial Credit Union in the asset neighbourhood

Roofers Local Union No. 71 Pension PlanRoofers Local Union No. 71 P…$23MTrue Value Company Defined Lump Sum Pension PlanTrue Value Company Defined L…$23MThe Retirement Plan of Power Financial Credit UnionThe Retirement Plan of Power…$23MSummit Credit Union Retirement Pension PlanSummit Credit Union Retireme…$22MAlliance Compressors, LLC Retirement PlanAlliance Compressors, LLC Re…$22M
End-of-year total assets ($M) among The Retirement Plan of Power Financial Credit Union and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Power Financial Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Power Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$40M 22.26550977891381% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33M $40.3M ▲ +22.3%
Year Plans Participants Total Assets
2022 2 182 $33M
2023 2 181 $36M
2024 2 183 $40M

Power Financial Credit Union filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN590690962
Plan Effective Date1963-03-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

The Retirement Plan of Power Financial Credit Union vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants The Retirement Plan of Power Financial Credit Union, Total assets ($B): 0.022512432 · Participants: 48The Retirement Plan of Power Financial Credit UnionL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.598643443 · Participants: 4996L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.345055504 · Participants: 14419Nextera Energy, Inc. Employee Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.667043153 · Participants: 3950Retirement Accumulation Plan for Partners of PwcCsx Pension Plan, Total assets ($B): 2.291461429 · Participants: 2293Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.933306082 · Participants: 5001Retirement Benefit Accumulation Plan for Employees of Pwc
The Retirement Plan of Power Financial Credit Union vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare The Retirement Plan of Power Financial Credit Union side-by-side with 3 peers →

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

Outside Florida, the nearest Defined Benefit (Pension) by assets is Roofers Local Union No. 71 Pension Plan in OH ($23M); by covered participants it is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants). Same-state nearby plans are listed separately above.

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 The Retirement Plan of Power Financial Credit Union assets move in 2024? ▼
The Retirement Plan of Power Financial Credit Union grew at a solid clip - up 8.2% during 2024, from $21M to $23M. Reported net income was $2M.
How have Power Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Power Financial Credit Union's sponsor-wide assets grew 22.3%, from $33M to $40M.
Which Defined Benefit (Pension) plans are similar in size to The Retirement Plan of Power Financial Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Roofers Local Union No. 71 Pension Plan in OH ($23M, 82 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Retirement Plan of Power Financial Credit Union? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Retirement Plan for Employees of the Estate of Thomas O'connor in TX (48 participants, $64M 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 590690962.

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.