Defined Benefit (Pension) · DOL Form 5500 · 2022

Patelco Credit Union Pension Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
162
Participants Small participant base
90th
Percentile by assets National rank
$410,409
Avg per participant High balance/head
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Official DOL plan name: Patelco Credit Union Pension Plan · Sponsored by Patelco Credit Union · California · Finance & Insurance

$66M in assets, 162 participants

Patelco Credit Union's Patelco Credit Union Pension Plan reported $66M in total assets and 162 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,796 in Finance & Insurance (9,261 peers)

Coverage in California

Patelco Credit Union Pension Plan covers 162 participants in California, about 26% of the average California filer (state average ~630 per filing). Assets: $66M.

#7,796
in Finance & Insurance (9,261 peers)
-1.6%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Patelco Credit Union Pension Plan's outsized position by total assets

Patelco Credit Union Pension Plan vs every filed plan by assets

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

$66,486,316 Top 10% higher than 90% 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

Patelco Credit Union Pension Plan 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. Patelco Credit Union Pension Plan sits mid-pack in the medium band (162 participants).

Plan-year Form 5500 strip

Filing strip 940755684 · Patelco Credit Union PY 2022 · Defined Benefit (Pension)

Patelco Credit Union Pension Plan · $66M · 162 · 90th

  • PCT $66M
  • EIN 162
  • RANK 90th
  • PHOTO Defined Benefit (Pension)
  • IND near Electricians Pension Plan, IBEW 995
  • EOY ind #7796

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 California →

Patelco Credit Union Pension Plan in the asset neighbourhood

Retirement Plan for Hourly Paid Employees of Gaf Materials LLCRetirement Plan for Hourly P…$67MIBEW Local 7 Pension Fund$67MPatelco Credit Union Pension PlanPatelco Credit Union Pension…$66MElectricians Pension Plan, IBEW 995Electricians Pension Plan, I…$66MStone and Marble Masons of Metropolitan Washington D.C. Pension FundStone and Marble Masons of M…$66M
End-of-year total assets ($M) among Patelco Credit Union Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$66M
Net Income-$1M
Employer EIN940755684
Plan Effective Date1962-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Patelco Credit Union)

Sponsor-wide plan assets over time

All Patelco Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$128M 17.044543576342555% vs 2022
2024 filing year
$120M$140M$160M$180M$200M 202220232024 $154M $128M ▼ -17.0%
Year Plans Participants Total Assets
2022 2 926 $154M
2023 2 989 $179M
2024 1 861 $128M

Nearby Defined Benefit (Pension) Plans in California

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

Patelco Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Patelco Credit Union Pension Plan, Total assets ($B): 0.066486316 · Participants: 162Patelco Credit Union Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
Patelco Credit Union Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare Patelco Credit Union Pension Plan side-by-side with 3 peers →

Patelco Credit Union Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Electricians Pension Plan, IBEW 995 in LA ($66M); by covered participants it is Topflight Corporation Revised Retirement Plan in PA (162 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (162 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 Patelco Credit Union Pension Plan assets move in 2022? ▼
Patelco Credit Union Pension Plan edged down modestly - down 1.6% during 2022, from $68M to $66M. Reported net income was -$1M.
How have Patelco Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Patelco Credit Union's sponsor-wide assets declined 17.0%, from $154M to $128M.
Where does Patelco Credit Union Pension Plan rank by assets among Form 5500 filers? ▼
Patelco Credit Union Pension Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Patelco Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Electricians Pension Plan, IBEW 995 in LA ($66M, 537 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Patelco Credit Union Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Topflight Corporation Revised Retirement Plan in PA (162 participants, $98M 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 940755684.

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.