Original filing (PDF)20250917084354NAL0000269809001

XCEL FEDERAL CREDIT UNION

Name: XCEL FEDERAL CREDIT UNION — XCEL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN, Form 5500 (2024)
Creator: XCEL FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

XCEL FEDERAL CREDIT UNION RETIREMENT PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$12.6M

Net assets (EOY)

$12.6M

Plan health score

100

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for XCEL FEDERAL CREDIT UNION.

Plan sponsor

Name

XCEL FEDERAL CREDIT UNION

EIN

13-2559077

Address

1460 BROAD ST · BLOOMFIELD, NJ · 07003

Phone

(973) 275-9235

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-17

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ABOUND FEDERAL CREDIT UNION

ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

$12.6M · 349 participants

RTN FEDERAL CREDIT UNION

MERRIMACK VALLEY CREDIT UNION DEFINED BENEFIT PLAN AND TRUST I

$12.6M · 14 participants

CROSSSTATE CREDIT UNION ASSOCIATION

CROSSSTATE CREDIT UNION ASSOCIATION CAPITAL ACCUMULATION PLAN

$12.7M · 38 participants

BLACKHAWK COMMUNITY CREDIT UNION

BLACKHAWK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

$12.7M · 43 participants