Defined Benefit (Pension) · DOL Form 5500 · 2022

Capital Educators Federal Credit Union Pension Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
234
Participants Below avg headcount
83rd
Percentile by assets National rank
$129,626
Avg per participant Near avg balance/head
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Official DOL plan name: Capital Educators Federal Credit Union Defined Benefit Plan and Trust · Sponsored by Capital Educators Federal Credit Union · Idaho · Finance & Insurance

$30M in assets, 234 participants

Capital Educators Federal Credit Union's Capital Educators Federal Credit Union Defined Benefit Plan and Trust reported $30M in total assets and 234 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,709 in Finance & Insurance (9,261 peers)

Where Capital Educators Federal Credit Union Defined Benefit Plan and Trust sits by assets

Capital Educators Federal Credit Union Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $30M for 234 participants (~$129,626/participant), up 73.6% in 2022.

#6,709
in Finance & Insurance (9,261 peers)
+73.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Capital Educators Federal Credit Union Defined Benefit Plan and Trust's outsized position by total assets

Capital Educators Federal Credit Union Defined Benefit Plan and Trust vs every filed plan by assets

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

$30,332,416 Top 17% higher than 83% 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

Capital Educators Federal Credit Union 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. Capital Educators Federal Credit Union Defined Benefit Plan and Trust sits mid-pack in the medium band (234 participants).

Plan-year Form 5500 strip

Filing strip 820212120 · Capital Educators Federal Credit Union PY 2022 · Defined Benefit (Pension)

Capital Educators Federal Credit Union Defined Benefit Plan and Trust · $30M · 234 · 83rd

  • 5500 $30M
  • 5500 234
  • 5500 83rd
  • 5500 Defined Benefit (Pension)
  • 5500 near Bass Cash Balance Plan
  • 5500 ind #6709

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 Idaho →

Capital Educators Federal Credit Union Defined Benefit Plan and Trust in the asset neighbourhood

Retirement Plan for Employees of a. Duda & Sons, Inc.Retirement Plan for Employee…$30MCapital Educators Federal Credit Union Defined Benefit Plan and TrustCapital Educators Federal Cr…$30MBass Cash Balance Plan$30MCorbin Russwin, Inc. Pension Plan for Hourly EmployeesCorbin Russwin, Inc. Pension…$30MThe University of Pennsylvania Penn Police Association Defined Benefit Retirement PlanThe University of Pennsylvan…$30M
End-of-year total assets ($M) among Capital Educators Federal Credit Union Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$30M
Net Income$13M
Employer EIN820212120
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Capital Educators Federal Credit Union)

Sponsor-wide plan assets over time

All Capital Educators Federal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$51M 40.979362056823824% vs 2022
2024 filing year
$30M$35M$40M$45M$50M$55M 202220232024 $36.3M $51.1M ▲ +41.0%
Year Plans Participants Total Assets
2022 2 478 $36M
2023 2 527 $45M
2024 2 562 $51M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Capital Educators Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Capital Educators Federal Credit Union Defined Benefit Plan and Trust, Total assets ($B): 0.030332416 · Participants: 234Capital Educators Federal Credit Union Defined Benefit Plan and TrustIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 1.804565982 · Participants: 1166Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.88786635 · Participants: 2009Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.229726053 · Participants: 5165Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.178987222 · Participants: 891Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.144101084 · Participants: 268St. Luke's Health System Basic Pension Plan
Capital Educators Federal Credit Union Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Capital Educators Federal Credit Union Defined Benefit Plan and Trust side-by-side with 3 peers →

Capital Educators Federal Credit Union Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Bass Cash Balance Plan in CA ($30M); by covered participants it is Jrmb II Pension Plan in OK (234 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (234 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 Capital Educators Federal Credit Union Defined Benefit Plan and Trust assets move in 2022? ▼
Capital Educators Federal Credit Union Defined Benefit Plan and Trust surged - up 73.6% during 2022, from $17M to $30M. Reported net income was $13M.
How have Capital Educators Federal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Capital Educators Federal Credit Union's sponsor-wide assets grew 41.0%, from $36M to $51M.
Where does Capital Educators Federal Credit Union Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Capital Educators Federal Credit Union Defined Benefit Plan and Trust ranks in the 83rd 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 Capital Educators Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bass Cash Balance Plan in CA ($30M, 191 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Capital Educators Federal Credit Union Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jrmb II Pension Plan in OK (234 participants, $23M 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 820212120.

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.