401(k) · DOL Form 5500 · 2022
Whatcom Educational Credit Union 401(k) Plan
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 395
- Participants Below avg headcount
- 87th
- Percentile by assets National rank
- $117,643
- Avg per participant Below avg balance/head
Official DOL plan name: Whatcom Educational Credit Union Retirement Plan · Sponsored by Whatcom Educational Credit Union · Washington · Finance & Insurance
$46M in assets, 395 participants
Whatcom Educational Credit Union's Whatcom Educational Credit Union Retirement Plan reported $46M in total assets and 395 participants in its 2022 DOL Form 5500 filing, ranking in the 87th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #7,389 in Finance & Insurance (9,261 peers)
Coverage in Washington
Whatcom Educational Credit Union Retirement Plan covers 395 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $46M.
- #7,389
- in Finance & Insurance (9,261 peers)
- -14.0%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Whatcom Educational Credit Union Retirement Plan's outsized position by total assets
Whatcom Educational Credit Union Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$46,469,122 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Whatcom Educational Credit Union Retirement Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Whatcom Educational Credit Union Retirement Plan sits mid-pack in the medium band (395 participants).
Form 5500 schedule snapshot
Filing strip 910712539 · Whatcom Educational Credit Union PY 2022 · 401(k)
Whatcom Educational Credit Union Retirement Plan · $46M · 395 · 87th
- PHOTO $46M
- IND 395
- EOY 87th
- 5500 401(k)
- ASSETS near Ohio Gastroenterology Group Inc 401(k) Plan
- PCT ind #7389
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Washington →
Whatcom Educational Credit Union Retirement Plan in the asset neighbourhood
Washington filing particulars
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $46M |
| Net Income | -$8M |
| Employer EIN | 910712539 |
| Plan Effective Date | 1997-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Whatcom Educational Credit Union)
Sponsor-wide plan assets over time
All Whatcom Educational Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 54.251737314942176% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 395 | $46M |
| 2023 | 1 | 396 | $59M |
| 2024 | 1 | 425 | $72M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $63.5B · 118,434
- Microsoft Corporation Savings Plus 401(k) Plan $39.6B · 109,797
- Costco 401(k) Retirement Plan $25.9B · 181,505
- Amazon 401(k) Plan $17.7B · 1,230,308
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $7.3B · 75,797
Whatcom Educational Credit Union Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Washington, the nearest 401(k) by assets is Ohio Gastroenterology Group Inc 401(k) Plan in OH ($46M); by covered participants it is Mtc US Corp. 401(k) Plan in GA (395 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
- Ohio Gastroenterology Group Inc 401(k) Plan (OH) $46M · 193
- Mythics, Inc. Retirement Plan (VA) $46M · 337
- Columbia Grain Savings Plan (OR) $46M · 329
- Deceuninck North America, Inc. 401(k) Plan (OH) $46M · 706
Similar participant headcount
Nearest other-state filings by covered participants (395 participants); asset peers above are excluded.
- Mtc US Corp. 401(k) Plan (GA) 395 · 0 off
- Haydon Building Corp 401(k) Plan (AZ) 395 · 0 off
- The Haartz Corporation 401(k) and Profit Sharing Plan (MA) 395 · 0 off
- Eventbrite 401(k) Plan (CA) 395 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.