401(k) · DOL Form 5500 · 2023

Gesa Credit Union 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
622
Participants Below avg headcount
80th
Percentile by assets National rank
$52,904
Avg per participant Low balance/head
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Official DOL plan name: Gesa Credit Union 401(k) Plan and Trust · Sponsored by Gesa Credit Union · Washington · Finance & Insurance

$33M in assets, 622 participants

Gesa Credit Union's Gesa Credit Union 401(k) Plan and Trust reported $33M in total assets and 622 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,224 in Finance & Insurance (8,869 peers)

Coverage in Washington

Gesa Credit Union 401(k) Plan and Trust covers 622 participants in Washington, about 42% of the average Washington filer (state average ~1,476 per filing). Assets: $33M.

#6,224
in Finance & Insurance (8,869 peers)
+28.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Gesa Credit Union 401(k) Plan and Trust's outsized position by total assets

Gesa Credit Union 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$32,906,500 Top 20% higher than 80% of 127,068 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 2023

Gesa Credit Union 401(k) Plan and Trust 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. Gesa Credit Union 401(k) Plan and Trust sits mid-pack in the medium band (622 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gesa Credit Union 401(k) Plan and Trust reported net income rose from -$467K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Gesa Credit Union 401(k) Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • Gesa Credit Union 401(k) Plan and Trust reported participants fell from 652 in the plan year 2022 filing to 622 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 910616262 · Gesa Credit Union PY 2023 · 401(k)

Gesa Credit Union 401(k) Plan and Trust · $33M · 622 · 80th

  • SCH $33M
  • SCH 622
  • SCH 80th
  • SCH 401(k)
  • SCH near Tbi Airport Management, Inc. Employee Savings Plan
  • SCH ind #6224

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 401(k) Plan and Trust in the asset neighbourhood

Purple 401(k) Plan$33MGesa Credit Union 401(k) Plan and TrustGesa Credit Union 401(k) Pla…$33MTbi Airport Management, Inc. Employee Savings PlanTbi Airport Management, Inc.…$33MCw Financial Services LLC Investment PlanCw Financial Services LLC In…$33MMeriwest Credit Union 401(k) PlanMeriwest Credit Union 401(k)…$33M
End-of-year total assets ($M) among Gesa Credit Union 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$33M
Net Income$7M
Employer EIN910616262
Plan Effective Date1997-01-01
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 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Gesa Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Gesa Credit Union 401(k) Plan and Trust, Total assets ($B): 0.0329065 · Participants: 622Gesa Credit Union 401(k) Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Gesa Credit Union 401(k) Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Gesa Credit Union 401(k) Plan and Trust side-by-side with 3 peers →

Gesa Credit Union 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Tbi Airport Management, Inc. Employee Savings Plan in FL ($33M); by covered participants it is Telamon Corporation 401(k) Plan in IN (622 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($33M here).

Similar participant headcount

Nearest other-state filings by covered participants (622 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.

Frequently Asked Questions

How did Gesa Credit Union 401(k) Plan and Trust assets move in 2023? ▼
Gesa Credit Union 401(k) Plan and Trust grew sharply - up 28.9% during 2023, from $26M to $33M. Reported net income was $7M.
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.
Where does Gesa Credit Union 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Gesa Credit Union 401(k) Plan and Trust ranks in the 80th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gesa Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tbi Airport Management, Inc. Employee Savings Plan in FL ($33M, 894 participants).
Which 401(k) plans cover a similar participant headcount to Gesa Credit Union 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Telamon Corporation 401(k) Plan in IN (622 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.