Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

QUALSTAR CREDIT UNION

This Defined Benefit (Pension) plan holds $32M in total assets and serves 93 participants as of 2023. It is sponsored by QUALSTAR CREDIT UNION in Washington. The plan reported positive net income of $4M for the year.

Total Assets (2023)
$32M
Participants
93
State
Industry
Finance & Insurance

What the Filing Says About QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN

QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN is a Defined Benefit (Pension) retirement plan sponsored by QUALSTAR CREDIT UNION, headquartered in Washington. As of the 2023 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 93 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 916035907, and the plan has been effective since 1988-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $28M at the beginning of 2023 to $32M at year-end — a gain of 12.6%. Net assets (after liabilities) closed the year at $32M, with reported net income of $4M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$28M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$4M
Plan TypeDefined Benefit (Pension)
Employer EIN916035907
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (QUALSTAR CREDIT UNION)

Year Plans Participants Total Assets
2022 2 244 $41M
2023 2 219 $47M
2024 2 199 $51M

Nearby Defined Benefit (Pension) Plans in Washington

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

Frequently Asked Questions

How much money is in the QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN?
As of the 2023 Form 5500 filing, QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN holds $32M in total assets with 93 participants. It is sponsored by QUALSTAR CREDIT UNION.
What type of plan is QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN?
QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1988-01-01. The plan is filed with the U.S. Department of Labor under EIN 916035907.
Who sponsors the QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN?
QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN is sponsored by QUALSTAR CREDIT UNION, located in Washington. The sponsor's EIN is 916035907 and the plan operates in the Finance & Insurance industry.
How did QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN perform in 2023?
QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN grew by 12.6% during 2023, moving from $28M to $32M in total assets. Net income was $4M.
Where can I find official filings for QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN?
Official Form 5500 filings for QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 916035907 or plan name at efast.dol.gov.
How does QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN compare to other plans?
You can compare QUALSTAR CREDIT UNION DEFINED BENEFIT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Washington on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 916035907.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.