Profit Sharing · DOL Form 5500 · 2023
Potlach No. 1 Financial Credit Union Profit Sharing Plan
Data updated 2026-08-11
- $24M
- Total assets
- 379
- Participants
- 76th
- Percentile by assets
- $62,590
- Avg per participant
Official DOL plan name: P1fcu 401(k) Plan and Trust · Sponsored by Potlach No. 1 Financial Credit Union · Idaho · Finance & Insurance
$24M in assets, 379 participants
Potlach No. 1 Financial Credit Union's P1fcu 401(k) Plan and Trust reported $24M in total assets and 379 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.
- 76th percentile by assets (of 127,072 plans)
- #5,601 in Finance & Insurance (8,869 peers)
Where P1fcu 401(k) Plan and Trust sits by assets
P1fcu 401(k) Plan and Trust sits in the top quartile of all filed plans by assets, $24M for 379 participants (~$62,590/participant), up 30.8% in 2023.
- $24M
- total plan assets (2023 EOY)
- 379
- covered participants
- 76th
- percentile by assets (of 127,072 plans)
- $62,590
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- P1fcu 401(k) Plan and Trust reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- P1fcu 401(k) Plan and Trust end-of-year assets rose from $18M in the plan year 2022 filing to $24M in the plan year 2023 filing.
P1fcu 401(k) Plan and Trust vs the 2023 asset distribution
By assets, P1fcu 401(k) Plan and Trust outranks 76% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $6M |
| Employer EIN | 820201645 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Potlach No. 1 Financial Credit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 693 | $78M |
| 2023 | 2 | 746 | $97M |
| 2024 | 2 | 819 | $108M |
Nearby Profit Sharing Plans in Idaho
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
P1fcu 401(k) Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants
- St. Luke's Health System Performance Incentive and 401(a) Matching Plan $672M · 16,714
- Dykman Electrical, Inc. Profit Sharing Plan $24M · 87
- The Bank of Commerce Profit Sharing Plan $22M · 144
- St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan $19M · 419
- Ritewood Inc Retirement Plan $17M · 113
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to P1fcu 401(k) Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did P1fcu 401(k) Plan and Trust assets move in 2023? ▼
How have Potlach No. 1 Financial Credit Union plan assets changed over time? ▼
Where does P1fcu 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to P1fcu 401(k) Plan and Trust? ▼
Next read for P1fcu 401(k) Plan and Trust
Scale reading
Ways to act on P1fcu 401(k) Plan and Trust's numbers.
- By total assets, P1fcu 401(k) Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Idaho. Compare plans
- Potlach No. 1 Financial Credit Union's sponsor-wide assets have grown 38.3% since 2022 across 3 plan years on file. More Finance & Insurance plans