Defined Benefit (Pension) · DOL Form 5500 · 2022

Hapo Community Credit Union Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
402
Participants Below avg headcount
89th
Percentile by assets National rank
$139,901
Avg per participant Near avg balance/head
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Official DOL plan name: Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Hapo Community Credit Union · Washington · Finance & Insurance

$56M in assets, 402 participants

Hapo Community Credit Union's Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust reported $56M in total assets and 402 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,612 in Finance & Insurance (9,261 peers)

Coverage in Washington

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust covers 402 participants in Washington, about 27% of the average Washington filer (state average ~1,476 per filing). Assets: $56M.

#7,612
in Finance & Insurance (9,261 peers)
-6.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$56,240,035 Top 11% higher than 89% 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

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust 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. Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (402 participants).

Form 5500 schedule snapshot

Filing strip 911792217 · Hapo Community Credit Union PY 2022 · Defined Benefit (Pension)

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust · $56M · 402 · 89th

  • PHOTO $56M
  • IND 402
  • EOY 89th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Ameriserv Financial Pension Plan
  • PCT ind #7612

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 →

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Pension Plan for Employees of North Star Mutual Insurance CompanyPension Plan for Employees o…$56MHapo Community Credit Union Cash Balance Defined Benefit Plan and TrustHapo Community Credit Union …$56MAmeriserv Financial Pension PlanAmeriserv Financial Pension …$56MRetirement Plan for Pilots of Piedmont Airlines, Inc.Retirement Plan for Pilots o…$56MWbc Holdings, L.P. Cash Balance Retirement PlanWbc Holdings, L.P. Cash Bala…$56M
End-of-year total assets ($M) among Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$56M
Net Income-$4M
Employer EIN911792217
Plan Effective Date1968-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Hapo Community Credit Union)

Sponsor-wide plan assets over time

All Hapo Community Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$86M 9.914927582567232% vs 2022
2024 filing year
$75M$80M$85M$90M 202220232024 $78.1M $85.9M ▲ +9.9%
Year Plans Participants Total Assets
2022 2 862 $78M
2023 2 917 $82M
2024 2 945 $86M

Nearby Defined Benefit (Pension) Plans in Washington

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

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.056240035 · Participants: 402Hapo Community Credit Union Cash Balance Defined Benefit Plan and TrustWestern Conference of Teamsters Pension Plan, Total assets ($B): 53.719854718 · Participants: 226505Western Conference of Teamsters Pension PlanThe Pension Value Plan for Employees of the Boeing Company, Total assets ($B): 25.232670781 · Participants: 34042The Pension Value Plan for Employees of the Boeing CompanyThe Boeing Company Employee Retirement Plan, Total assets ($B): 17.057699432 · Participants: 34972The Boeing Company Employee Retirement PlanNorthwest Carpenters Retirement Plan, Total assets ($B): 2.972366874 · Participants: 15284Northwest Carpenters Retirement PlanLocals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan, Total assets ($B): 2.815845616 · Participants: 8083Locals 302 & 612 of the Iuoe - Employers Construction Industry Retirement Plan
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Washington, the nearest Defined Benefit (Pension) by assets is Ameriserv Financial Pension Plan in PA ($56M); by covered participants it is Tidewater Electrical Industry Pension Fund in VA (402 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (402 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 Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust pulled back noticeably - down 6.4% during 2022, from $60M to $56M. Reported net income was -$4M.
How have Hapo Community Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hapo Community Credit Union's sponsor-wide assets grew 9.9%, from $78M to $86M.
Where does Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 89th 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 Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ameriserv Financial Pension Plan in PA ($56M, 157 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Hapo Community Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tidewater Electrical Industry Pension Fund in VA (402 participants, $50M 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 911792217.

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.