Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ATLANTA POSTAL CREDIT UNION

This Defined Benefit (Pension) plan holds $112M in total assets and serves 209 participants as of 2022. It is sponsored by ATLANTA POSTAL CREDIT UNION in Georgia. The plan reported a net loss of $3M for the year.

Total Assets (2023)
$112M
Participants
209
State
Industry
Finance & Insurance

What the Filing Says About ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST is a Defined Benefit (Pension) retirement plan sponsored by ATLANTA POSTAL CREDIT UNION, headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $112M in total end-of-year assets and covers 209 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 580146810, and the plan has been effective since 1982-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $116M at the beginning of 2022 to $112M at year-end — a decline of 2.7%. Net assets (after liabilities) closed the year at $112M, with reported net income of $-3,148,113 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$116M
Total Assets (End of Year)$112M
Net Assets (End of Year)$112M
Net Income$-3,148,113
Plan TypeDefined Benefit (Pension)
Employer EIN580146810
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ATLANTA POSTAL CREDIT UNION)

Year Plans Participants Total Assets
2022 2 490 $120M
2023 2 491 $118M
2024 2 460 $114M

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST?
As of the 2022 Form 5500 filing, ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST holds $112M in total assets with 209 participants. It is sponsored by ATLANTA POSTAL CREDIT UNION.
What type of plan is ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST?
ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST is a Defined Benefit (Pension) plan. It has been effective since 1982-01-01. The plan is filed with the U.S. Department of Labor under EIN 580146810.
Who sponsors the ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST?
ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST is sponsored by ATLANTA POSTAL CREDIT UNION, located in Georgia. The sponsor's EIN is 580146810 and the plan operates in the Finance & Insurance industry.
How did ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST perform in 2022?
ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST declined by 2.7% during 2022, moving from $116M to $112M in total assets. Net income was $-3,148,113.
Where can I find official filings for ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST?
Official Form 5500 filings for ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 580146810 or plan name at efast.dol.gov.
How does ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST compare to other plans?
You can compare ATLANTA POSTAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST against other Defined Benefit (Pension) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 580146810.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.