Defined Benefit (Pension) · DOL Form 5500 · 2022

Gesa Credit Union Pension Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
566
Participants Below avg headcount
72nd
Percentile by assets National rank
$26,386
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gesa Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Gesa Credit Union · Washington · Finance & Insurance

$15M in assets, 566 participants

Gesa Credit Union's Gesa Credit Union Cash Balance Defined Benefit Plan and Trust reported $15M in total assets and 566 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,311 in Finance & Insurance (9,261 peers)

Coverage in Washington

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust covers 566 participants in Washington, about 38% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#5,311
in Finance & Insurance (9,261 peers)
-6.2%
assets change YoY

The plan reported a net loss of $993K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Gesa 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

$14,934,251 Top 28% higher than 72% 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

Gesa 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. Gesa Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (566 participants).

DOL schedule card

Filing strip 910616262 · Gesa Credit Union PY 2022 · Defined Benefit (Pension)

Gesa Credit Union Cash Balance Defined Benefit Plan and Trust · $15M · 566 · 72nd

  • TYPE $15M
  • TYPE 566
  • TYPE 72nd
  • TYPE Defined Benefit (Pension)
  • TYPE near Global Partners LP Pension Plan
  • TYPE ind #5311

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 →

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

The Orthopaedic Group, P.C. Pension PlanThe Orthopaedic Group, P.C. …$15MGlobal Partners LP Pension PlanGlobal Partners LP Pension P…$15MGesa Credit Union Cash Balance Defined Benefit Plan and TrustGesa Credit Union Cash Balan…$15MDefined Benefit Plan for United Way of New York CityDefined Benefit Plan for Uni…$15MCellmark USA Retirement Plan$15M
End-of-year total assets ($M) among Gesa 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)$16M
Net Assets (End of Year)$15M
Net Income-$993K
Employer EIN910616262
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gesa Credit Union)

Sponsor-wide plan assets over time

All Gesa Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$86M 32.79663690027756% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $65M $86.3M ▲ +32.8%
Year Plans Participants Total Assets
2022 3 1,304 $65M
2023 3 1,256 $75M
2024 3 1,269 $86M

Nearby Defined Benefit (Pension) Plans in Washington

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

Gesa 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 ($B) Participants Gesa Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.014934251 · Participants: 566Gesa 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
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Washington, assets vs. participants
Compare Gesa Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Gesa 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 Global Partners LP Pension Plan in MA ($15M); by covered participants it is Nrg Pension Plan in NJ (566 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (566 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 Gesa Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Gesa Credit Union Cash Balance Defined Benefit Plan and Trust pulled back noticeably - down 6.2% during 2022, from $16M to $15M. Reported net income was -$993K.
How have Gesa Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gesa Credit Union's sponsor-wide assets grew 32.8%, from $65M to $86M.
Which Defined Benefit (Pension) plans are similar in size to Gesa Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Global Partners LP Pension Plan in MA ($15M, 78 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Gesa Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Nrg Pension Plan in NJ (566 participants, $399M 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 910616262.

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.