Defined Benefit (Pension) · DOL Form 5500 · 2022

Wescom Credit Union Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
103
Participants Small participant base
80th
Percentile by assets National rank
$230,267
Avg per participant Above avg balance/head
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Official DOL plan name: Wescom Credit Union Defined Benefit Pension Plan · Sponsored by Wescom Credit Union · California · Finance & Insurance

$24M in assets, 103 participants

Wescom Credit Union's Wescom Credit Union Defined Benefit Pension Plan reported $24M in total assets and 103 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,247 in Finance & Insurance (9,261 peers)

Coverage in California

Wescom Credit Union Defined Benefit Pension Plan covers 103 participants in California, about 16% of the average California filer (state average ~630 per filing). Assets: $24M.

#6,247
in Finance & Insurance (9,261 peers)
-26.1%
assets change YoY
0.2×
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.

Wescom Credit Union Defined Benefit Pension Plan's outsized position by total assets

Wescom Credit Union Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$23,717,453 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Wescom Credit Union Defined Benefit Pension 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. Wescom Credit Union Defined Benefit Pension Plan sits mid-pack in the medium band (103 participants).

Plan-year Form 5500 strip

Filing strip 951288265 · Wescom Credit Union PY 2022 · Defined Benefit (Pension)

Wescom Credit Union Defined Benefit Pension Plan · $24M · 103 · 80th

  • EOY $24M
  • EOY 103
  • EOY 80th
  • EOY Defined Benefit (Pension)
  • EOY near Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co
  • EOY ind #6247

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 California →

Wescom Credit Union Defined Benefit Pension Plan in the asset neighbourhood

Catholic United Financial Defined Benefit Retirement PlanCatholic United Financial De…$24MWescom Credit Union Defined Benefit Pension PlanWescom Credit Union Defined …$24MGroup Pension Plan for Salaried Ees of Keystone Powdered Metal CoGroup Pension Plan for Salar…$24MNew York Independent System Operator Pension PlanNew York Independent System …$24MEmployee Pension Plan of the Ludwig Group, Inc.Employee Pension Plan of the…$24M
End-of-year total assets ($M) among Wescom Credit Union Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$24M
Net Income-$8M
Employer EIN951288265
Plan Effective Date1964-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wescom Credit Union)

Sponsor-wide plan assets over time

All Wescom Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$200M 36.46534110230232% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $147M $200M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 910 $147M
2023 2 949 $171M
2024 2 985 $200M

Nearby Defined Benefit (Pension) Plans in California

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

Wescom Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Wescom Credit Union Defined Benefit Pension Plan, Total assets ($B): 0.023717453 · Participants: 103Wescom Credit Union Defined Benefit Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Wescom Credit Union Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Wescom Credit Union Defined Benefit Pension Plan side-by-side with 3 peers →

Wescom Credit Union Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co in PA ($24M); by covered participants it is Middlesex Water Company Pension Plan in NJ (103 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (103 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wescom Credit Union Defined Benefit Pension Plan assets move in 2022? ▼
Wescom Credit Union Defined Benefit Pension Plan declined sharply - down 26.1% during 2022, from $32M to $24M. Reported net income was -$8M.
How have Wescom Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wescom Credit Union's sponsor-wide assets grew 36.5%, from $147M to $200M.
Where does Wescom Credit Union Defined Benefit Pension Plan rank by assets among Form 5500 filers? ▼
Wescom Credit Union Defined Benefit Pension Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wescom Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Group Pension Plan for Salaried Ees of Keystone Powdered Metal Co in PA ($24M, 46 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wescom Credit Union Defined Benefit Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middlesex Water Company Pension Plan in NJ (103 participants, $85M in assets).

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 951288265.

Read our methodology - how this data is sourced, computed, and verified.

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