How many benefit plans does Citadel Federal Credit Union report on Form 5500?

Citadel Federal Credit Union (EIN 23-1357102) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Citadel Federal Credit Union?

The Employer Identification Number (EIN) reported for Citadel Federal Credit Union is 23-1357102.

What is the latest Form 5500 filing year for Citadel Federal Credit Union?

The latest loaded Form 5500 filing year for Citadel Federal Credit Union is 2023.

Citadel Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Citadel Federal Credit Union (EIN 23-1357102) is a plan sponsor located in Exton, PA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 23-1357102
Location: Exton, PA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $76,183,158
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $76,183,158

Contributions & income

Employer contributions: $2,940,939
Participant contributions: $3,592,796
Total income / additions: $19,481,896

Expenses & distributions

Benefits paid / distributions: $8,551,488
Total expenses: $8,611,305
Net increase / (decrease): $10,870,591

Coverage

Total reported participants: 1,209
Plans with financial statements: 1
Plans with provider compensation: 1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Citadel Federal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Citadel Retirement Plan	001	643	$76,183,158	2023
Citadel Federal Credit Union Welfare Benefits Plan	501	566	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Citadel Federal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Citadel Retirement Plan	643	H, C	20240625131040NAL0015348866001
2023	Citadel Federal Credit Union Welfare Benefits Plan	566	—	20250324122201NAL0012608417001