Profit Sharing · DOL Form 5500 · 2023

Potlach No. 1 Financial Credit Union Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
379
Participants Below avg headcount
76th
Percentile by assets National rank
$62,590
Avg per participant Low balance/head
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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.

  • #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.

#5,601
in Finance & Insurance (8,869 peers)
+30.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

P1fcu 401(k) Plan and Trust's outsized position by total assets

P1fcu 401(k) Plan and Trust vs every filed plan by assets

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

$23,721,470 Top 24% higher than 76% 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

P1fcu 401(k) 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. P1fcu 401(k) Plan and Trust sits mid-pack in the medium band (379 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820201645 · Potlach No. 1 Financial Credit Union PY 2023 · Profit Sharing

P1fcu 401(k) Plan and Trust · $24M · 379 · 76th

  • EIN $24M
  • RANK 379
  • PHOTO 76th
  • IND Profit Sharing
  • EOY near Midwest Irrigation Company Profit Sharing Plan
  • 5500 ind #5601

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 Idaho →

P1fcu 401(k) Plan and Trust in the asset neighbourhood

Tiaa-Cref Retirement Plan for Employees of Franklin Road AcademyTiaa-Cref Retirement Plan fo…$24MThe Scripps Research Institute Employee Retirement PlanThe Scripps Research Institu…$24MMidwest Irrigation Company Profit Sharing PlanMidwest Irrigation Company P…$24MP1fcu 401(k) Plan and Trust$24MRicoh Puerto Rico Savings PlanRicoh Puerto Rico Savings Pl…$24M
End-of-year total assets ($M) among P1fcu 401(k) Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$24M
Net Income$6M
Employer EIN820201645
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Potlach No. 1 Financial Credit Union)

Sponsor-wide plan assets over time

All Potlach No. 1 Financial Credit Union plans reported in each filing year

Latest sponsor-wide plan assets
$108M 38.25305320087573% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $78.4M $108M ▲ +38.3%
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 Scatter plot of 6 data points. -500005000100001500020000 -2000200400600800 Total assets ($M) Participants P1fcu 401(k) Plan and Trust, Total assets ($M): 23.72147 · Participants: 379P1fcu 401(k) Plan and TrustSt. Luke's Health System Performance Incentive and 401(a) Matching Plan, Total assets ($M): 671.847604 · Participants: 16714St. Luke's Health System Performance Incentive and 401(a) Matching PlanDykman Electrical, Inc. Profit Sharing Plan, Total assets ($M): 24.164426 · Participants: 87Dykman Electrical, Inc. Profit Sharing PlanThe Bank of Commerce Profit Sharing Plan, Total assets ($M): 22.002203 · Participants: 144The Bank of Commerce Profit Sharing PlanSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) Plan, Total assets ($M): 18.657931 · Participants: 419St. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanRitewood Inc Retirement Plan, Total assets ($M): 17.094974 · Participants: 113Ritewood Inc Retirement Plan
P1fcu 401(k) Plan and Trust vs. nearby Profit Sharing plans in Idaho, assets vs. participants
Compare P1fcu 401(k) Plan and Trust side-by-side with 3 peers →

P1fcu 401(k) Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Idaho, the nearest Profit Sharing by assets is Midwest Irrigation Company Profit Sharing Plan in IL ($24M); by covered participants it is Compx Capital Accumulation Profit Sharing Plan in TX (380 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (379 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 P1fcu 401(k) Plan and Trust assets move in 2023? ▼
P1fcu 401(k) Plan and Trust surged - up 30.8% during 2023, from $18M to $24M. Reported net income was $6M.
How have Potlach No. 1 Financial Credit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Potlach No. 1 Financial Credit Union's sponsor-wide assets grew 38.3%, from $78M to $108M.
Where does P1fcu 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
P1fcu 401(k) Plan and Trust ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to P1fcu 401(k) Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is Midwest Irrigation Company Profit Sharing Plan in IL ($24M, 15 participants).
Which Profit Sharing plans cover a similar participant headcount to P1fcu 401(k) Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Compx Capital Accumulation Profit Sharing Plan in TX (380 participants, $29M 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 820201645.

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.