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

Alaska USA Defined Benefit Retirement Plan

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

Sponsored by Alaska USA Federal Credit Union · Alaska · Finance & Insurance

What the 2023 filing shows

Alaska USA Defined Benefit Retirement Plan holds $176M for 179 participants — about $983,977 per participant, down 28.1% over the 2022 plan year.

$176M
total plan assets (2022 EOY)
179
covered participants
$983,977
avg assets per participant
-28.1%
assets change YoY

The plan reported a net loss of $69M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$176M
Participants
179
State
Industry
Finance & Insurance

What the Filing Says About Alaska USA Defined Benefit Retirement Plan

Alaska USA Defined Benefit Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Alaska USA Federal Credit Union, headquartered in Alaska. As of the 2022 Form 5500 filing, the plan reports $176M in total end-of-year assets and covers 179 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 920019874, and the plan has been effective since 1979-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $245M at the beginning of 2022 to $176M at year-end — a decline of 28.1%. Net assets (after liabilities) closed the year at $176M, with reported net income of $-68,941,335 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)$245M
Total Assets (End of Year)$176M
Net Assets (End of Year)$176M
Net Income$-68,941,335
Plan TypeDefined Benefit (Pension)
Employer EIN920019874
Plan Effective Date1979-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alaska USA Federal Credit Union)

Year Plans Participants Total Assets
2022 2 2,066 $290M
2023 2 2,339 $315M
2024 2 2,096 $331M

Nearby Defined Benefit (Pension) Plans in Alaska

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

Frequently Asked Questions

How much money is in the Alaska USA Defined Benefit Retirement Plan?
As of the 2022 Form 5500 filing, Alaska USA Defined Benefit Retirement Plan holds $176M in total assets with 179 participants. It is sponsored by Alaska USA Federal Credit Union.
What type of plan is Alaska USA Defined Benefit Retirement Plan?
Alaska USA Defined Benefit Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1979-05-01. The plan is filed with the U.S. Department of Labor under EIN 920019874.
Who sponsors the Alaska USA Defined Benefit Retirement Plan?
Alaska USA Defined Benefit Retirement Plan is sponsored by Alaska USA Federal Credit Union, located in Alaska. The sponsor's EIN is 920019874 and the plan operates in the Finance & Insurance industry.
How did Alaska USA Defined Benefit Retirement Plan perform in 2022?
Alaska USA Defined Benefit Retirement Plan declined by 28.1% during 2022, moving from $245M to $176M in total assets. Net income was $-68,941,335.
Where can I find official filings for Alaska USA Defined Benefit Retirement Plan?
Official Form 5500 filings for Alaska USA Defined Benefit Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920019874 or plan name at efast.dol.gov.
How does Alaska USA Defined Benefit Retirement Plan compare to other plans?
You can compare Alaska USA Defined Benefit Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Alaska 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 920019874.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.