Defined Benefit (Pension) · DOL Form 5500 · 2024

Adventure Credit Union Pension Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
95
Participants Small participant base
53rd
Percentile by assets National rank
$94,065
Avg per participant Below avg balance/head
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Official DOL plan name: Adventure Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Adventure Credit Union · Michigan · Finance & Insurance

$9M in assets, 95 participants

Adventure Credit Union's Adventure Credit Union Cash Balance Defined Benefit Plan and Trust reported $9M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,192 in Finance & Insurance (8,549 peers)

Adventure Credit Union multi-year trail

Adventure Credit Union's plans moved +11.1% in assets from 2022 to 2024; this filing shows Adventure Credit Union Cash Balance Defined Benefit Plan and Trust at $9M / 95 participants.

#3,192
in Finance & Insurance (8,549 peers)
+0.8%
assets growth YoY

Adventure Credit Union Cash Balance Defined Benefit Plan and Trust's mid-pack asset rank among Finance & Insurance and all filers

Adventure 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

$8,936,129 Top 47% higher than 53% 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

Adventure 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. Adventure Credit Union Cash Balance Defined Benefit Plan and Trust is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Adventure Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from $824K in the plan year 2023 filing to $71K in the plan year 2024 filing.
  • Adventure Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 96 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 380855535 · Adventure Credit Union PY 2024 · Defined Benefit (Pension)

Adventure Credit Union Cash Balance Defined Benefit Plan and Trust · $9M · 95 · 53rd

  • TYPE $9M
  • TYPE 95
  • TYPE 53rd
  • TYPE Defined Benefit (Pension)
  • TYPE near Comprehensive Pain Institute, Inc. Defined Benefit Pension Plan
  • TYPE ind #3192

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 Michigan →

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

Adventure Credit Union Cash Balance Defined Benefit Plan and TrustAdventure Credit Union Cash …$9MComprehensive Pain Institute, Inc. Defined Benefit Pension PlanComprehensive Pain Institute…$9MNational Cement Company of California, Inc. Pension Plan for Hourly EmployeesNational Cement Company of C…$9MVvf Illinois Services, LLC Labor Pension PlanVvf Illinois Services, LLC L…$9MPackaging Technologies Pension Plan for Hourly EmployeesPackaging Technologies Pensi…$9M
End-of-year total assets ($M) among Adventure Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Adventure Credit Union multi-year asset trail

Sponsor-wide plan assets over time

All Adventure Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$9M 11.13511514245075% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.04M $8.94M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 89 $8M
2023 1 96 $9M
2024 1 95 $9M

Adventure Credit Union filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$71K
Employer EIN380855535
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Michigan

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

Adventure Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -1001020304050 Total assets ($B) Participants Adventure Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.008936129 · Participants: 95Adventure Credit Union Cash Balance Defined Benefit Plan and TrustGeneral Motors Hourly-Rate Employees Pension Plan, Total assets ($B): 42.453822995 · Participants: 15648General Motors Hourly-Rate Employees Pension PlanFord Motor Company UAW Retirement Plan, Total assets ($B): 17.842898898 · Participants: 25742Ford Motor Company UAW Retirement PlanFord Motor Company General Retirement Plan, Total assets ($B): 12.116125366 · Participants: 8585Ford Motor Company General Retirement PlanDow Employees' Pension Plan, Total assets ($B): 10.930410978 · Participants: 6888Dow Employees' Pension PlanFca US LLC UAW Pension Agreement, Total assets ($B): 10.255300049 · Participants: 12752Fca US LLC UAW Pension Agreement
Adventure Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Michigan, assets vs. participants
Compare Adventure Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

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

Outside Michigan, the nearest Defined Benefit (Pension) by assets is Comprehensive Pain Institute, Inc. Defined Benefit Pension Plan in CA ($9M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Adventure Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2024? ▼
Adventure Credit Union Cash Balance Defined Benefit Plan and Trust held essentially flat - up 0.8% during 2024, from $9M to $9M. Reported net income was $71K.
How have Adventure Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Adventure Credit Union's sponsor-wide assets grew 11.1%, from $8M to $9M.
Which Defined Benefit (Pension) plans are similar in size to Adventure Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Comprehensive Pain Institute, Inc. Defined Benefit Pension Plan in CA ($9M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Adventure Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employees' Pension Plan in OH (95 participants, $10M 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 380855535.

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.