Defined Benefit (Pension) · DOL Form 5500 · 2024

Municipal Credit Union Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
183
Participants Below avg headcount
64th
Percentile by assets National rank
$80,717
Avg per participant Below avg balance/head
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Official DOL plan name: Municipal Credit Union Defined Benefit Plan · Sponsored by Municipal Credit Union · New York · Finance & Insurance

$15M in assets, 183 participants

Municipal Credit Union's Municipal Credit Union Defined Benefit Plan reported $15M in total assets and 183 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #4,126 in Finance & Insurance (8,549 peers)

Coverage in New York

Municipal Credit Union Defined Benefit Plan covers 183 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $15M.

#4,126
in Finance & Insurance (8,549 peers)
-91.3%
assets change YoY

The plan reported a net loss of $133M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Municipal Credit Union Defined Benefit Plan's mid-pack asset rank among Finance & Insurance and all filers

Municipal Credit Union Defined Benefit Plan vs every filed plan by assets

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

$14,771,163 Top 36% higher than 64% 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

Municipal Credit Union Defined Benefit Plan 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. Municipal Credit Union Defined Benefit Plan sits mid-pack in the medium band (183 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Municipal Credit Union Defined Benefit Plan reported net income fell from -$14M in the plan year 2023 filing to -$133M in the plan year 2024 filing.
  • Municipal Credit Union Defined Benefit Plan end-of-year assets fell from $169M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Municipal Credit Union Defined Benefit Plan reported participants fell from 187 in the plan year 2023 filing to 183 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 135261470 · Municipal Credit Union PY 2024 · Defined Benefit (Pension)

Municipal Credit Union Defined Benefit Plan · $15M · 183 · 64th

  • RANK $15M
  • RANK 183
  • RANK 64th
  • RANK Defined Benefit (Pension)
  • RANK near Iha Occupational Health Services Retirement Plan
  • RANK ind #4126

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 York →

Municipal Credit Union Defined Benefit Plan in the asset neighbourhood

The Farmers Bank Defined Benefit Pension PlanThe Farmers Bank Defined Ben…$15MIha Occupational Health Services Retirement PlanIha Occupational Health Serv…$15MAir Cruisers Pension Plan$15MMunicipal Credit Union Defined Benefit PlanMunicipal Credit Union Defin…$15MDefined Benefit Plan for Employees of Catholic Social Services of the Diocese of ScrantoDefined Benefit Plan for Emp…$15M
End-of-year total assets ($M) among Municipal Credit Union Defined Benefit Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$169M
Net Assets (End of Year)$15M
Net Income-$133M
Employer EIN135261470
Plan Effective Date1952-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Municipal Credit Union)

Sponsor-wide plan assets over time

All Municipal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$37M 83.895657913769% vs 2022
2024 filing year
$0M$100M$200M$300M 202220232024 $228M $36.7M ▼ -83.9%
Year Plans Participants Total Assets
2022 2 503 $228M
2023 2 496 $188M
2024 2 640 $37M

Nearby Defined Benefit (Pension) Plans in New York

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

Municipal Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Municipal Credit Union Defined Benefit Plan, Total assets ($B): 0.014771163 · Participants: 183Municipal Credit Union Defined Benefit PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Municipal Credit Union Defined Benefit Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Municipal Credit Union Defined Benefit Plan side-by-side with 3 peers →

Municipal Credit Union Defined Benefit Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Iha Occupational Health Services Retirement Plan in VA ($15M); by covered participants it is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Municipal Credit Union Defined Benefit Plan assets move in 2024? ▼
Municipal Credit Union Defined Benefit Plan contracted severely - down 91.3% during 2024, from $169M to $15M. Reported net income was -$133M.
How have Municipal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Municipal Credit Union's sponsor-wide assets declined 83.9%, from $228M to $37M.
Which Defined Benefit (Pension) plans are similar in size to Municipal Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Iha Occupational Health Services Retirement Plan in VA ($15M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Municipal Credit Union Defined Benefit Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Certain Salaried Ees of Alcoa USA Corp. in PA (183 participants, $592M 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 135261470.

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.