Defined Benefit (Pension) · DOL Form 5500 · 2023

Atlanta Postal Credit Union Pension Plan

Data updated 2026-08-25

$108M
Total assets Near avg plan size
177
Participants Small participant base
92nd
Percentile by assets National rank
$609,741
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust · Sponsored by Atlanta Postal Credit Union · Georgia · Finance & Insurance

$108M in assets, 177 participants

Atlanta Postal Credit Union's Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reported $108M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #7,754 in Finance & Insurance (8,869 peers)

Coverage in Georgia

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust covers 177 participants in Georgia, about 16% of the average Georgia filer (state average ~1,096 per filing). Assets: $108M.

#7,754
in Finance & Insurance (8,869 peers)
-4.0%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust's outsized position by total assets

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust vs every filed plan by assets

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

$107,924,154 Top 8% higher than 92% 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

Atlanta Postal Credit Union Cash Balance Defined Benefit 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. Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reported net income fell from -$3M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
  • Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reported participants fell from 209 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust end-of-year assets fell from $112M in the plan year 2022 filing to $108M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 580146810 · Atlanta Postal Credit Union PY 2023 · Defined Benefit (Pension)

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust · $108M · 177 · 92nd

  • NET $108M
  • BOOK 177
  • VS-ST 92nd
  • BOY Defined Benefit (Pension)
  • SCH near The Methodist Hospitals, Inc. Retirement Plan
  • EBSA ind #7754

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 Georgia →

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in the asset neighbourhood

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and TrustAtlanta Postal Credit Union …$108MThe Methodist Hospitals, Inc. Retirement PlanThe Methodist Hospitals, Inc…$108MSiltronic Corporation Pension PlanSiltronic Corporation Pensio…$108MSheet Metal Workers Local 7, Zone 2 Pension PlanSheet Metal Workers Local 7,…$108MBsa-Ila Pension Plan$108M
End-of-year total assets ($M) among Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$112M
Net Assets (End of Year)$108M
Net Income-$4M
Employer EIN580146810
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Atlanta Postal Credit Union)

Sponsor-wide plan assets over time

All Atlanta Postal Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$114M 5.081017355705852% vs 2022
2024 filing year
$112M$114M$116M$118M$120M$122M 202220232024 $120M $114M ▼ -5.1%
Year Plans Participants Total Assets
2022 2 490 $120M
2023 2 491 $118M
2024 2 460 $114M

Nearby Defined Benefit (Pension) Plans in Georgia

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

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust, Total assets ($B): 0.107924154 · Participants: 177Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and TrustThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust side-by-side with 3 peers →

Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is The Methodist Hospitals, Inc. Retirement Plan in IN ($108M); by covered participants it is Wallpaper Imports Inc. Cash Balance Plan in NJ (177 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($108M here).

Similar participant headcount

Nearest other-state filings by covered participants (177 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 Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust assets move in 2023? ▼
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust edged down modestly - down 4.0% during 2023, from $112M to $108M. Reported net income was -$4M.
How have Atlanta Postal Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Atlanta Postal Credit Union's sponsor-wide assets declined 5.1%, from $120M to $114M.
Where does Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼
Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Methodist Hospitals, Inc. Retirement Plan in IN ($108M, 419 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wallpaper Imports Inc. Cash Balance Plan in NJ (177 participants, $4M 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 580146810.

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.