Defined Benefit (Pension) · DOL Form 5500 · 2023

Atlanta Postal Credit Union Pension Plan

Data updated 2026-08-11

$108M
Total assets: 177
Participants: 92nd
Percentile by assets: $609,741
Avg per participant

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.

92nd percentile by assets (of 127,072 plans)
#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.

$108M
total plan assets (2023 EOY): 177
covered participants: 92nd
percentile by assets (of 127,072 plans): $609,741
avg assets per participant

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.

Where Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust sits 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

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 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 →

State

Georgia

Industry

Finance & Insurance

Participants vs Georgia filers

In Georgia, the average filing covers about 1,096 participants across 3,635 plans. Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust reports 177 participants - about 16% of that state average ($108M EOY assets).

Georgia filing particulars

Total Assets (Beginning of Year)	$112M
Net Assets (End of Year)	$108M
Net Income	-$4M
Employer EIN	580146810
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Atlanta Postal Credit Union)

Total plan assets by year, all Atlanta Postal Credit Union plans on file

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

The Southern Company Pension Plan $15.6B · 25,241
UPS/Ibt Full-Time Employee Pension Plan $12.3B · 70,241
UPS Pension Plan $9.7B · 153,217
Cox Enterprises, Inc. Pension Plan $7.4B · 24,023
Delta Retirement Plan $7.3B · 15,601

Compare Atlanta Postal Credit Union Cash Balance… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust by total assets, not by location.

The Methodist Hospitals, Inc. Retirement Plan (IN) $108M · 419
Siltronic Corporation Pension Plan (OR) $108M · 160
Sheet Metal Workers Local 7, Zone 2 Pension Plan (MI) $108M · 353
Bsa-Ila Pension Plan (MA) $108M · 244

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).

Next read for Atlanta Postal Credit Union Cash Balance…

Filing takeaways

Ways to act on Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust's numbers.

By total assets, Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Georgia. Compare plans
Atlanta Postal Credit Union's sponsor-wide assets have declined 5.1% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.