Money Purchase · DOL Form 5500 · 2023

Whitefish Credit Union Association Money Purchase Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
178
Participants Small participant base
52nd
Percentile by assets National rank
$42,131
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Whitefish Credit Union Association Employees' Pension Plan · Sponsored by Whitefish Credit Union Association · Montana · Finance & Insurance

$7M in assets, 178 participants

Whitefish Credit Union Association's Whitefish Credit Union Association Employees' Pension Plan reported $7M in total assets and 178 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,333 in Finance & Insurance (8,869 peers)

Whitefish Credit Union Association multi-year trail

Whitefish Credit Union Association's plans moved +36.5% in assets from 2022 to 2024; this filing shows Whitefish Credit Union Association Employees' Pension Plan at $7M / 178 participants.

#3,333
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

Whitefish Credit Union Association Employees' Pension Plan's mid-pack asset rank among Finance & Insurance and all filers

Whitefish Credit Union Association Employees' Pension Plan vs every filed plan by assets

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

$7,499,262 Top 48% higher than 52% 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

Whitefish Credit Union Association Employees' Pension Plan 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. Whitefish Credit Union Association Employees' Pension Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Whitefish Credit Union Association Employees' Pension Plan reported net income rose from -$557K in the plan year 2022 filing to $557K in the plan year 2023 filing.
  • Whitefish Credit Union Association Employees' Pension Plan reported participants rose from 153 in the plan year 2022 filing to 178 in the plan year 2023 filing.
  • Whitefish Credit Union Association Employees' Pension Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810208730 · Whitefish Credit Union Association PY 2023 · Money Purchase

Whitefish Credit Union Association Employees' Pension Plan · $7M · 178 · 52nd

  • 5500 $7M
  • ASSETS 178
  • PCT 52nd
  • EIN Money Purchase
  • RANK near Cedar Valley Cheese, Inc. Money Purchase Plan
  • PHOTO ind #3333

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 Montana →

Whitefish Credit Union Association Employees' Pension Plan in the asset neighbourhood

United Steelworkers Local 14614 Supplemental Annuity PlanUnited Steelworkers Local 14…$8MCedar Valley Cheese, Inc. Money Purchase PlanCedar Valley Cheese, Inc. Mo…$8MWhitefish Credit Union Association Employees' Pension PlanWhitefish Credit Union Assoc…$7MLocke & Herbert LLP Retirement PlanLocke & Herbert LLP Retireme…$7MRobert Arthur Woodbury II Money Purchase PlanRobert Arthur Woodbury II Mo…$7M
End-of-year total assets ($M) among Whitefish Credit Union Association Employees' Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Whitefish Credit Union Association multi-year asset trail

Sponsor-wide plan assets over time

All Whitefish Credit Union Association plans reported in each filing year

Latest sponsor-wide plan assets
$20M 36.52462234677815% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.6M $19.9M ▲ +36.5%
Year Plans Participants Total Assets
2022 2 362 $15M
2023 2 399 $17M
2024 2 399 $20M

Whitefish Credit Union Association filing trail (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$557K
Employer EIN810208730
Plan Effective Date1973-11-01
Filing StatusFILING RECEIVED

Nearby Money Purchase Plans in Montana

Peer Money Purchase plans, same state, same plan type, ranked by total assets.

Whitefish Credit Union Association Employees' Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants Scatter plot of 6 data points. 01000200030004000 -1000100200300 Total assets ($M) Participants Whitefish Credit Union Association Employees' Pension Plan, Total assets ($M): 7.499262 · Participants: 178Whitefish Credit Union Association Employees' Pension PlanBillings Clinic Pension Plan, Total assets ($M): 236.512701 · Participants: 3355Billings Clinic Pension PlanBozeman Health Retirement Plan, Total assets ($M): 84.728635 · Participants: 1750Bozeman Health Retirement PlanMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 36.655369 · Participants: 517Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 19.007306 · Participants: 227Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & TrustMontana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust, Total assets ($M): 17.49545 · Participants: 418Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust
Whitefish Credit Union Association Employees' Pension Plan vs. nearby Money Purchase plans in Montana, assets vs. participants
Compare Whitefish Credit Union Association Employees' Pension Plan side-by-side with 3 peers →

Whitefish Credit Union Association Employees' Pension Plan's out-of-state Money Purchase peers by assets and headcount

Outside Montana, the nearest Money Purchase by assets is Cedar Valley Cheese, Inc. Money Purchase Plan in WI ($8M); by covered participants it is Hadassah Retirement Plan in NY (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Whitefish Credit Union Association Employees' Pension Plan assets move in 2023? ▼
Whitefish Credit Union Association Employees' Pension Plan grew at a solid clip - up 8.0% during 2023, from $7M to $7M. Reported net income was $557K.
How have Whitefish Credit Union Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Whitefish Credit Union Association's sponsor-wide assets grew 36.5%, from $15M to $20M.
Which Money Purchase plans are similar in size to Whitefish Credit Union Association Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Cedar Valley Cheese, Inc. Money Purchase Plan in WI ($8M, 73 participants).
Which Money Purchase plans cover a similar participant headcount to Whitefish Credit Union Association Employees' Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Hadassah Retirement Plan in NY (178 participants, $18M 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 810208730.

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.