Defined Benefit (Pension) · DOL Form 5500 · 2022

Potlatch No 1 Financial Credit Union Pension Plan

Data updated 2026-08-25

$60M
Total assets Below avg plan size
314
Participants Below avg headcount
89th
Percentile by assets National rank
$192,053
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Potlatch No 1 Financial Credit Union · Idaho · Finance & Insurance

$60M in assets, 314 participants

Potlatch No 1 Financial Credit Union's Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust reported $60M in total assets and 314 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.

  • #7,680 in Finance & Insurance (9,261 peers)

Where Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits by assets

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits in the top quartile of all filed plans by assets, $60M for 314 participants (~$192,053/participant), up 10.7% in 2022.

#7,680
in Finance & Insurance (9,261 peers)
+10.7%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Potlatch No 1 Financial 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

$60,304,795 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

Potlatch No 1 Financial 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. Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (314 participants).

Form 5500 schedule snapshot

Filing strip 820201645 · Potlatch No 1 Financial Credit Union PY 2022 · Defined Benefit (Pension)

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust · $60M · 314 · 89th

  • BOY $60M
  • BOY 314
  • BOY 89th
  • BOY Defined Benefit (Pension)
  • BOY near Mahle Industries, Incorporated Retirement Plan
  • BOY ind #7680

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 →

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

The Institute of Electrical and Electronics Engineers, Incorporated Employees' Retirement PlanThe Institute of Electrical …$60MMahle Industries, Incorporated Retirement PlanMahle Industries, Incorporat…$60MPotlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and TrustPotlatch No 1 Financial Cred…$60MDnb Bank Asa, New York Branch Pension PlanDnb Bank Asa, New York Branc…$60MMarion General Hospital Employees' Retirement PlanMarion General Hospital Empl…$60M
End-of-year total assets ($M) among Potlatch No 1 Financial Credit Union Cash Balance 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)$54M
Net Assets (End of Year)$60M
Net Income$6M
Employer EIN820201645
Plan Effective Date1961-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potlatch No 1 Financial Credit Union)

Sponsor-wide plan assets over time

All Potlatch No 1 Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$108M 38.25305320087573% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78.4M $108M ▲ +38.3%
Year Plans Participants Total Assets
2022 2 693 $78M
2023 2 746 $97M
2024 2 819 $108M

Nearby Defined Benefit (Pension) Plans in Idaho

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

Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 0200040006000 -0.500.511.52 Total assets ($B) Participants Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.060304795 · Participants: 314Potlatch No 1 Financial Credit Union Cash Balance 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
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Potlatch No 1 Financial Credit Union Cash Balance 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 Mahle Industries, Incorporated Retirement Plan in MI ($60M); by covered participants it is Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in FL (314 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (314 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 Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2022? ▼
Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust grew at a solid clip - up 10.7% during 2022, from $54M to $60M. Reported net income was $6M.
How have Potlatch No 1 Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potlatch No 1 Financial Credit Union's sponsor-wide assets grew 38.3%, from $78M to $108M.
Where does Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Potlatch No 1 Financial 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 Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Mahle Industries, Incorporated Retirement Plan in MI ($60M, 376 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Potlatch No 1 Financial Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ithink Financial Credit Union Cash Balance Defined Benefit Plan and Trust in FL (314 participants, $46M 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 820201645.

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.