Esl Federal Credit Union Savings Plan — Form 5500 plan (Esl Federal Credit Union)
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, Esl Federal Credit Union Savings Plan is a benefit plan reported by Esl Federal Credit Union under EIN 16-1490324 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,183 participants and $144,937,850 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$144.9MPlan net assets, end of year$144,937,850
Participants1.2KCovered participants reported1,183
Assets / participant$122.5KComputed: assets ÷ participants$122,517 (computed)
Provider compensation$88.7K1 Schedule C provider row(s)$88,684
- Plan sponsor
- Esl Federal Credit Union
- EIN
- 16-1490324
- Plan number
- 001
- Plan type
- 2
- Location
- Rochester, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,183 | H, C | 20240923090636NAL0020060048001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$144.9M total assets
Net assets$144.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $144,937,850
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $144,937,850
- Net assets (BOY)
- $113,872,007
Income & contributions
- Employer contributions
- $3,007,847
- Participant contributions
- $8,072,967
- Total contributions
- $21,795,760
- Total income / additions
- $43,013,311
Expenses & distributions
- Benefits paid
- $11,858,981
- Administrative expenses
- $88,487
- Total expenses
- $11,947,468
- Net increase / (decrease)
- $31,065,843
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
27%73%
Employer 27%Participant 73%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income28%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| T Rowe Price Rps Inc | NONE | $88,684 | $0 | 2023 |