Defined Benefit (Pension) · DOL Form 5500 · 2023
First Tech Federal Credit Union Pension Plan
Data updated 2026-08-25
- $53M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 86th
- Percentile by assets National rank
- $503,322
- Avg per participant High balance/head
Official DOL plan name: First Technology Credit Union Employees' Pension Plan · Sponsored by First Tech Federal Credit Union · Oregon · Finance & Insurance
$53M in assets, 105 participants
First Tech Federal Credit Union's First Technology Credit Union Employees' Pension Plan reported $53M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.
- #6,967 in Finance & Insurance (8,869 peers)
Coverage in Oregon
First Technology Credit Union Employees' Pension Plan covers 105 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $53M.
- #6,967
- in Finance & Insurance (8,869 peers)
- +10.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
First Technology Credit Union Employees' Pension Plan's outsized position by total assets
First Technology Credit Union Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$52,848,775 Top 14% higher than 86% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
First Technology Credit Union Employees' Pension Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. First Technology Credit Union Employees' Pension Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- First Technology Credit Union Employees' Pension Plan reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- First Technology Credit Union Employees' Pension Plan end-of-year assets rose from $48M in the plan year 2022 filing to $53M in the plan year 2023 filing.
- First Technology Credit Union Employees' Pension Plan reported participants fell from 112 in the plan year 2022 filing to 105 in the plan year 2023 filing.
DOL schedule card
Filing strip 237062675 · First Tech Federal Credit Union PY 2023 · Defined Benefit (Pension)
First Technology Credit Union Employees' Pension Plan · $53M · 105 · 86th
- RANK $53M
- RANK 105
- RANK 86th
- RANK Defined Benefit (Pension)
- RANK near Patriot Federal Credit Union Retirement Pension Plan
- RANK ind #6967
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 Oregon →
First Technology Credit Union Employees' Pension Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | $5M |
| Employer EIN | 237062675 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (First Tech Federal Credit Union)
Sponsor-wide plan assets over time
All First Tech Federal Credit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $315M 35.84636400578054% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,654 | $232M |
| 2023 | 2 | 1,775 | $281M |
| 2024 | 2 | 1,727 | $315M |
Nearby Defined Benefit (Pension) Plans in Oregon
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Xpo Pension Plan $1.7B · 4,840
- Northwest Sheet Metal Workers Pension Plan $1.5B · 4,660
- Ua Local 290 Plumber, Steamfitter & Shipfitter Pension Plan $1.1B · 3,351
- Precision Castparts Corp. Retirement Plan $1.1B · 2,018
- Oregon Retail Employees Pension Plan $1.0B · 20,043
First Technology Credit Union Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Oregon, the nearest Defined Benefit (Pension) by assets is Patriot Federal Credit Union Retirement Pension Plan in PA ($53M); by covered participants it is Ashcroft Inc. Retirement Plan for Union Employees in CT (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($53M here).
- Patriot Federal Credit Union Retirement Pension Plan (PA) $53M · 107
- The Pension Plan for Hourly Paid Employees of Diageo North America, Inc. at Its Plant at Plainfield, Il (NY) $53M · 384
- State Volunteer Mutual Insurance Company Retirement Plan (TN) $53M · 109
- Vassar College Defined Benefit Pension Plan (NY) $53M · 233
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.