· 2022–2024 · DOL EFAST2

BFG FEDERAL CREDIT UNION — RETIREMENT PLAN FOR EMPLOYEES OF BFG FEDERAL CREDIT UNION, Form 5500 (2023) | Form 5500 Search

Original filing (PDF)20250508133304NAL0019227744001

BFG FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

RETIREMENT PLAN FOR EMPLOYEES OF BFG FEDERAL CREDIT UNION

Defined-benefit pension plan

Active participants

15

Accounts w/ balance

—

Plan assets (EOY)

$14.9M

Net assets (EOY)

$14.9M

Plan health score

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

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BFG FEDERAL CREDIT UNION.

Plan sponsor

Name

BFG FEDERAL CREDIT UNION

EIN

34-0714303

Address

445 SOUTH MAIN STREET · AKRON, OH · 44311

Phone

(800) 306-4400

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-08-01

Tax period

2024-07-31

Filed

2025-05-08

Pension benefit codes

1A · Pay-related DB formula

1I · Frozen plan — no new benefit accrual

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

MYPOINT CREDIT UNION

MYPOINT CREDIT UNION 401(K) PLAN

$14.9M · 98 participants

IDEAL CREDIT UNION

IDEAL CREDIT UNION RETIREMENT PENSION PLAN

$14.9M · 33 participants

THE PEOPLES CREDIT UNION

PEOPLE'S CREDIT UNION 401(K) PLAN AND TRUST

$14.8M · 115 participants

HERITAGE FAMILY FEDERAL CREDIT UNION

HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN

$15.1M · 167 participants

SUNWEST FEDERAL CREDIT UNION

SUNWEST FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST