Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Pentagon Federal Credit Union Thrift/Savings Plan is a benefit plan reported by Pentagon Federal Credit Union under EIN 53-0197038 and plan number 002. The latest loaded filing year is 2023. The filing reports 5,017 participants and $349,541,999 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $349,541,999
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $349,541,999
- Net assets (BOY)
- $292,889,060
Income & contributions
- Employer contributions
- $9,528,169
- Participant contributions
- $20,422,139
- Total contributions
- $33,403,448
- Total income / additions
- $82,862,855
Expenses & distributions
- Benefits paid
- $25,771,876
- Administrative expenses
- $440,836
- Total expenses
- $26,213,275
- Net increase / (decrease)
- $56,649,580